Current guidance
13 items
Each item compared with the same item in the previous release (Apr 29, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Foreign currency headwind to year-over-year total revenue growth | for Q3 FY2026 | — | “approximately 1%” | Filing ↗ |
| New | Total revenue | for Q3 FY2026 | — | “$61-64 billion” | Filing ↗ |
| Narrowed | Capital expenditures | for FY2026 | “$125-145 billion” | “$130-145 billion” | Filing ↗ |
| Narrowed | Capital expenditures, including principal payments on finance leases | for FY2026 | “$125-145 billion” | “$130-145 billion” | Filing ↗ |
| Raised | Tax rate | for FY2026 | “13-16%” | “between 15-17%” | Filing ↗ |
| Raised | Tax rate for the remaining quarters of 2026 | for FY2026 | “between 13-16%” | “between 15-17%” | Filing ↗ |
| Narrowed | Total expenses | for FY2026 | “$162-169 billion” | “$165-169 billion” | Filing ↗ |
| Reiterated | Operating income | for FY2026 | “above 2025 operating income” | “above 2025 operating income” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Revenue growth | for FY2026 | “continue to deliver strong revenue growth” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Foreign currency headwind to year-over-year total revenue growth | “approximately 1%” | for Q3 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Revenue growth | “continue to deliver strong revenue growth” | for FY2026 | GAAP-tied | Oct 29, 2025 | 1 | Filing ↗ |
| Total revenue | “$61-64 billion” | for Q3 FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Operating income | “above 2025 operating income” | for FY2026 | GAAP-tied | Jan 28, 2026 | 3 | Filing ↗ |
| Capital expenditures | “$130-145 billion” | for FY2026 | Company-defined | Jan 28, 2026 | 3 | Filing ↗ |
| Capital expenditures dollar growth | “notably larger in 2026 than 2025” | for FY2026 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
| Capital expenditures, including principal payments on finance leases | “$130-145 billion” | for FY2026 | GAAP-tied | Jan 28, 2026 | 3 | Filing ↗ |
| Reality Labs operating losses | “remaining similar to 2025 levels” | for FY2026 | Company-defined | Jan 28, 2026 | 1 | Filing ↗ |
| Tax rate | “between 15-17%” | for FY2026 | Company-defined | Jan 28, 2026 | 3 | Filing ↗ |
| Tax rate for the remaining quarters of 2026 | “between 15-17%” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Total expense growth rate | “above the 2025 expense growth rate” | for FY2026 | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
| Total expenses | “$165-169 billion” | for FY2026 | Company-defined | Jan 28, 2026 | 3 | Filing ↗ |
| Total expenses growth rate | “significantly faster percentage rate in 2026 than 2025” | for FY2026 | Company-defined | Oct 29, 2025 | 1 | Filing ↗ |
Capital expenditures, for FY2025 — every statement across the year, each linked to its filing.
11 companies in Internet, media & interactive. What they guide on, and who reported this season.
| Take-Two Interactive | Aug 7, 2026 | 14 changes |
| The Trade Desk | Aug 6, 2026 | 2 changes |
| AppLovin | Aug 5, 2026 | 3 changes |
| Warner Music Group | Aug 5, 2026 | 1 change |
| Match Group | Aug 4, 2026 | 7 changes |
| Aug 4, 2026 | 5 changes | |
| Live Nation Entertainment | Jul 30, 2026 | 25 changes |
| Jul 30, 2026 | 2 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 |
|---|---|---|---|
| Foreign currency headwind to year-over-year total revenue growth | 1 statement | — | — |
| Foreign currency impact on revenue growth | 1 statement | 1 statement | — |
| Foreign currency impact on total revenue growth | 1 statement | 2 statements | 1 statement |
| Revenue growth | 1 statement | — | — |
| Total revenue | 3 statements | 4 statements | 1 statement |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 29, 2026 | FY2026 Q2 | 0001628280-26-050596 | 8 | Open filing ↗ |
| Apr 29, 2026 | FY2026 Q1 | 0001628280-26-028364 | 8 | Open filing ↗ |
| Jan 28, 2026 | FY2025 Q4 | 0001628280-26-003832 | 8 | Open filing ↗ |
| Oct 29, 2025 | FY2025 Q3 | 0001628280-25-047114 | 10 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0001628280-25-036719 | 7 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q1 | 0001326801-25-000050 | 6 | Open filing ↗ |
| Jan 29, 2025 | FY2024 Q4 | 0001326801-25-000014 | 8 | Open filing ↗ |
| Oct 30, 2024 | FY2024 Q3 | 0001326801-24-000077 | 7 | Open filing ↗ |
1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| operating income = expected to be above 2025 operating income | span gate: value not verbatim in filing | Jan 28, 2026 |