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Morning Brief — Tech Earnings Season Preview

Mitesh Patel · Apr 13, 2026 · 1 min read

With the bulk of mega-cap tech earnings reporting this week, here's what I'm watching: key metrics for each company, consensus estimates vs. my expectations, and the technical levels that matter. The setup heading into earnings is constructive — but positioning is crowded, so the bar for positive reactions is high.

Morning Brief — Tech Earnings Season Preview

What to Watch This Week

Microsoft (MSFT) — Reports Tuesday after close

Consensus: EPS $3.22, Revenue $68.4B
Key metric: Azure growth rate (consensus: 29% YoY)
My expectation: Azure could surprise to the upside at 31-32% given strong AI demand signals
Technical level: $410 support, $430 resistance

Alphabet (GOOGL) — Reports Tuesday after close

Consensus: EPS $2.01, Revenue $89.1B
Key metric: Google Cloud growth (consensus: 26% YoY) and Search revenue
My expectation: In-line to slight beat; YouTube Shorts monetization improving
Technical level: $165 support, $185 resistance

For information and education only; not investment advice. See the full disclaimer.

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