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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
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* Publicis [https://www.globenewswire.com/news-release/2025/07/17/3116957/0/en/Publicis-Groupe-First-Half-2025-Results.html Q2 2025] organic net revenue rose 5.9% y/y to €3,617 million, exceeding [https://uk.investing.com/news/earnings/publicis-lifts-growth-forecast-after-strong-q2-says-second-half-may-be-tougher-4172010?utm_source=chatgpt.com 4.6%] growth forecast. As a result, it raised its full year organic net growth guidance to 5% from a range of 4% to 5%. “We did not see any deterioration among our customers between the first and second quarters,” CEO Arthur Sadoun said. “The feeling of uncertainty is still there, but it has not materialized in cuts that could have had a real impact on our organic growth.” | * Publicis [https://www.globenewswire.com/news-release/2025/07/17/3116957/0/en/Publicis-Groupe-First-Half-2025-Results.html Q2 2025] organic net revenue rose 5.9% y/y to €3,617 million, exceeding [https://uk.investing.com/news/earnings/publicis-lifts-growth-forecast-after-strong-q2-says-second-half-may-be-tougher-4172010?utm_source=chatgpt.com 4.6%] growth forecast. As a result, it raised its full year organic net growth guidance to 5% from a range of 4% to 5%. “We did not see any deterioration among our customers between the first and second quarters,” CEO Arthur Sadoun said. “The feeling of uncertainty is still there, but it has not materialized in cuts that could have had a real impact on our organic growth.” | ||
* Around two-thirds of Publicis revenue [https://www.notion.so/About-Publicis-233950cb7377805c953ec7dc4120ef82?source=copy_link#233950cb737780d5bedef9be3a5479ce comes] from advertising-related activities. | * Around two-thirds of Publicis revenue [https://www.notion.so/About-Publicis-233950cb7377805c953ec7dc4120ef82?source=copy_link#233950cb737780d5bedef9be3a5479ce comes] from advertising-related activities. | ||
=== Alphabet === | |||
==== Management guidance ==== | |||
* Alphabet is [https://www.reuters.com/technology/alphabet-ceo-reaffirms-planned-75-billion-capital-spending-2025-2025-04-09/?utm_source=chatgpt.com guiding] CapEx spending of $75 billion in 2025. | |||
==== Analysts estimates ==== | |||
{| class="wikitable" | |||
|+ | |||
!Key items<ref>https://visiblealpha.com/blog/alphabet-earnings-preview-fiscal-q2-2025/</ref> | |||
!Q2 2025 | |||
!Y/Y | |||
|- | |||
|Revenue | |||
|$94.0 billion | |||
|11% | |||
|- | |||
|Advertising revenue | |||
|$69.6 billion | |||
|7.7% | |||
|- | |||
|EPS | |||
|$2.17 | |||
|15% | |||
|- | |||
|Google Cloud revenue | |||
|$54.8 billion | |||
|27% | |||
|} | |||
== Advertising spend and pricing insights == | == Advertising spend and pricing insights == | ||