Analyst Report Forecasts Robust Cloud Growth and Soaring Instagram Engagement in Q3 2025

Independent analyst Rihard Jarc has released his Q3 2025 Channel Check & Expectations Report, providing insights into the performance of major tech giants Amazon ($AMZN), Google ($GOOGL), Microsoft ($MSFT), and Meta ($META). The report, shared via social media, delves into the competitive landscape of cloud computing, AI chatbot user behavior, and social media engagement trends. Jarc's analysis offers a forward-looking perspective on key segments of the technology market.

The report highlights a dynamic period for the cloud infrastructure market, scrutinizing the growth trajectories of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). According to Jarc's findings, the competition among these dominant players remains intense, with each vying for market share in the rapidly expanding cloud sector. While specific growth rates were not detailed in the public tweet, the report aims to identify which provider is currently experiencing the fastest expansion.

In the burgeoning field of artificial intelligence, Jarc's analysis includes a user behavior study focusing on OpenAI's ChatGPT and Anthropic's Claude. The report examines how users are interacting with these leading AI chatbots, shedding light on evolving preferences and application trends within the generative AI space. This segment provides crucial data on the adoption and impact of advanced conversational AI technologies.

A significant takeaway from the Q3 2025 channel check is the reported surge in engagement on Meta's Instagram platform. Rihard Jarc explicitly stated in his tweet, "> $META Instagram engagement soaring." This indicates a strong performance for Meta's key social media asset, suggesting successful strategies in retaining and attracting users amidst a competitive digital landscape. The detailed report likely explores the factors contributing to this heightened user activity.

Jarc's channel checks are known for providing granular, real-time data from industry sources, offering a valuable perspective for investors and market observers. The full report, accessible via a link shared in his tweet, offers deeper dives into these critical technology sectors. His findings underscore the continued importance of cloud services, the rapid evolution of AI, and the enduring power of social media platforms in the current tech economy.