Good morning investors!
This week, we are doing something special. We normally save earnings previews for Monday's Edge Report, but with 5 of the MAG7 reporting in a single week, we felt these previews deserved their own dedicated report. This is the biggest earnings week of the year, and we want to make sure our Edge+ members are fully prepared for all of it.
Grab your coffee and let's dive in.
Earnings Reports
This week will be the Super Bowl of Q1 earnings season, with 5 of the MAG7 names scheduled to report as well as ~20% of S&P 500 companies. As always, we will be breaking down the reports as they are released on the Discord. Here is the full calendar of notable earnings for the week:
Here is the list of names we will be covering:
Monday 4/27: Verizon
Tuesday 4/28: Visa, Coca-Cola, UPS, General Motors, and Starbucks
Wednesday 4/29: Alphabet, Microsoft, Amazon, Meta, Qualcomm, AbbVie, and VICI
Thursday 4/30: Apple, Eli Lilly, Mastercard, Merck, and L3Harris
Friday 5/1: ExxonMobil and Chevron
Here’s what to expect from the 5 MAG7 stocks:
Alphabet (GOOGL)
Alphabet $GOOGL ( ▼ 0.63% ) is set to report Q1 2026 earnings on Wednesday, April 29, after the close. The stock trades near $344, up +17.4% over the last month and +8.7% YTD, extending a run that has pushed shares up +120.6% over the past year. With full-year 2025 revenue crossing $400B for the first time and Google Cloud accelerating, Alphabet enters this print as one of the most convincingly positioned names in large-cap tech.
Alphabet has beaten EPS estimates in all 8 of the last 8 quarters and revenue in 7 of those, delivering some of the largest upside surprises in the mega-cap space. In Q4 2025, the company reported EPS of $2.82 (+7.03% beat) on revenue of $113.83B (+2.24% beat), with Google Cloud growing 28% and operating margin expanding meaningfully as cost discipline held across the business.
*Note - Images are from our brand new website. You can see the full Edge score and financials for Alphabet here.
Earnings Overview
Date: Wednesday, April 29 (after the close)
Report period: Q1 2026
EPS (estimate): $2.63 (-6.4% YoY)
Revenue (estimate): $106.89B (+18.5% YoY)
🔐 Edge Take: With consensus modeling revenue to rise +18.5% YoY and Google Cloud expected to grow over 50% YoY to approximately $18.4B, the core question is whether Cloud momentum is sustainable and whether the $175B-185B capex commitment for 2026 is starting to compress margins. Google Search revenue is expected near $59.7B, and any sign that AI Overviews are cannibalizing click-through rates will draw significant scrutiny. Operating margin will be the key swing factor, as the near-doubling of capex year over year is beginning to accelerate depreciation charges that work against near-term profitability even as Cloud revenue grows. Management commentary on capex pacing, AI monetization timelines, and whether free cash flow remains positive in 2026 will determine how the market reads the print.
Microsoft (MSFT)
Microsoft $MSFT ( ▼ 0.2% ) is set to report Q3 2026 earnings on Wednesday, April 29, after the close. The stock trades near $425, down -12.3% YTD and -18.8% over six months, as investor concerns about… please upgrade to continue reading.
Unfortunately, the rest of these earnings previews are for Edge+ members only. If you would like to read the rest of this preview, plus get all of the other benefits being in the Edge community, we are having a 25% off sale for all of our premium tiers.
If you've been waiting to upgrade, this is the time to do it. MAG7 earnings are next week, the new website is live, and we built you something no other subscription at this price point comes close to matching.
This deal expires tonight so take advantage before it’s too late!
Thank you for joining us for this special edition of the newsletter.
If you enjoyed this Earnings Preview, be sure to LEAVE US A COMMENT. Let us know your thoughts on earnings this week, what you’re watching, or even just tell us that you appreciate the content.
Thank you, and until next time investors!
Mark & Chris
The Investor’s Edge
Disclosure
This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.
