#빅테크 규제 Analysis Reports
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Amazon closed at $233.66 on 2026-07-23, down -4.57% from the prior close of $244.85, with trading volume of 47,465,337 shares (Toss Securities Open API, as of 2026-07-23). FY2025 (fiscal year ended 2025-12-31) consolidated revenue was $716,924 million, up +12% year-over-year, and AWS revenue was $128,725 million, up +20% (Amazon 10-K, accession 0001018724-26-000004). Multiple media outlets cited a combination of factors behind the decline: Alphabet's and Tesla's 2026-07-22 announcements of expanded 2026 capital expenditure plans, a report that the US Senate Committee on Small Business had launched an investigation into allegations of Chinese influence over Amazon's Marketplace, and news of layoffs affecting part of the AGI organization. Q2 2026 earnings are scheduled for release on 2026-07-30 and remain unreported as of the analysis date (2026-07-24).
Meta Platforms closed at $595.19 on 2026-07-24, marking a seventh consecutive trading day of declines (down approximately -8.8% cumulatively over the prior six trading days) and a -1.80% drop from the previous day. Q1 results announced on 2026-04-29 showed revenue of $56.31B (+33% year-over-year) and net income of $26.77B (+61% year-over-year), though a substantial portion of the net income increase reflected an $8.03B one-time tax benefit from U.S. tax law changes. The company raised its 2026 capital expenditure guidance to $125-145B, and unveiled a new cloud business, 'Meta Compute,' on 2026-07-01 and its proprietary image-generation AI, 'Muse Image,' on 2026-07-07. On 2026-07-10, the European Commission issued a preliminary finding that Instagram and Facebook's content design practices violate the Digital Services Act (DSA).
Alphabet Inc. (GOOGL) is a holding company composed of the Google Services, Google Cloud, and Other Bets segments. In FY2025 (fiscal year ended December 2025), it recorded revenue of 402.836 billion USD (+15.09% YoY) and net income of 132.17 billion USD (+32.01% YoY). Google Cloud's FY2025 revenue reached 58.71 billion USD, with operating margin expanding to 23.69%, widening its profit margin, and Q1 2026 revenue was 109.9 billion USD (+22% YoY). On 2026-07-16, the European Commission mandated search data sharing and Android openness under the Digital Markets Act (DMA), and around the same time the delay of the Gemini 3.5 Pro launch was confirmed. Q2 2026 earnings are pending, with the announcement date reported inconsistently across sources as either 07-22 or 07-28.
Apple posted FY2026 Q2 (ended 2026-03-28) revenue of $111.2 billion (+17% year-over-year) and diluted EPS of $2.01 (+22%), with gross margin reaching 49.3%, the top end of the company's guided range (48-49%) (Apple 10-Q FY2026 Q2, earnings release 2026-04-30). FY2025 full-year revenue was $416.16 billion (+6% year-over-year) with net income of $112.01 billion, an all-time high (Apple 10-K FY2025, as of 2025-09-27). On 2026-04-20, Apple announced that Tim Cook would step down as CEO to become Executive Chairman, with John Ternus taking over as CEO effective 2026-09-01 (Apple Newsroom). FY2026 Q3 (June quarter) results are scheduled for release on 2026-07-30.
Reddit (RDDT) posted Q2 2026 (April–June) revenue of $804.9M (up 61% year-over-year), extending eight consecutive quarters of 60%+ growth, with net income of $252.8M for a 31% net margin (company earnings release, 2026-07-30). On August 13, 2026, S&P Dow Jones Indices announced RDDT's inclusion in the S&P500, and the stock rose +12.63% versus the previous close to close at $178.09 on August 14, 2026 (CNBC, StockStory, 2026-08-13–14). During the same period, Reddit is in negotiations to renew a $60M annual AI data licensing agreement with Google, with final terms not yet finalized as of the as-of date (CNBC, 2026-07-22).
NVIDIA closed at 225.16 USD on 2026-08-14 (-0.06% vs. the previous day), with a market capitalization of approximately 5.449 trillion USD (Toss Securities stock information, as of 2026-08-15). Per its FY2026 annual report (accession no. 0001045810-26-000021), revenue was 215.938 billion USD (+65.47% YoY), operating income was 130.387 billion USD, and net income was 120.067 billion USD; in Q1 FY2027 (10-Q, accession no. 0001045810-26-000052), revenue continued to grow, reaching 81.615 billion USD (+85.23% YoY). On 2026-08-11, NVIDIA entered into an MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR for an AI computing infrastructure financing platform, announcing a plan to raise more than 500 billion USD in third-party capital (NVIDIA official press release). Q2 FY2027 (period ending 2026-07-26) earnings are scheduled for release on 2026-08-26.