Meta Exceeds Expectations with Record Revenue and Earnings Growth, Invests Heavily in AI

Meta Platforms reported Q2 2025 earnings of $47.5 billion, beating analyst estimates by 22%, with a 38% YoY increase in earnings per share to $7.14. Daily active users rose 6% to 3.48 billion, and ad impressions increased 11% with a 9% rise in average ad price. The company spent $17.01 billion on capital expenditures, a 101% YoY increase, and expects to invest between $64-72 billion in capex for 2025.

Meta Platforms Inc. (META) reported robust financial results for the second quarter of 2025, exceeding analyst expectations and demonstrating significant growth in its core business. The company's revenue reached $47.5 billion, up 22% year-over-year (YoY) [1], and earnings per share (EPS) surged 38% to $7.14 [2]. This performance underscores Meta's strong execution in enhancing its AI capabilities and expanding globally.

Key highlights of Meta's Q2 2025 performance include:

- Revenue Growth: Meta's revenue increased by 22% YoY, reaching $47.5 billion, which surpassed analysts' estimates by 22% [1]. This growth was driven by a 21.8% increase in revenue from the Family of Apps, which includes Facebook, Instagram, Messenger, and WhatsApp, to $47.15 billion [2].
- Daily Active Users (DAU): Meta's DAU increased by 6% YoY to 3.48 billion [1]. This growth highlights the company's continued success in engaging users across its platforms.
- Advertising Revenue: Ad revenue from the Family of Apps increased by 21.5% YoY to $46.56 billion, accounting for 98% of Family of Apps revenues [2]. The increase in ad impressions by 11% and the average price per ad by 9% contributed to this growth [2].
- Capital Expenditures: Meta spent $17.01 billion on capital expenditures, a 101% increase YoY [2]. The company expects to invest between $64 billion and $72 billion in capex for 2025, reflecting its commitment to AI and infrastructure development [2].

Meta's strong performance in Q2 2025 is a testament to its strategic investments in AI and infrastructure. The company's expansion into over 200 countries has significantly contributed to its growth [1]. Looking ahead, Meta projects Q3 2025 revenue between $47.5 billion and $50.5 billion, indicating a continuation of its growth trajectory [1].

References

[1] https://economymiddleeast.com/news/metas-revenue-surges-22-percent-to-47-5-billion-in-q2-2025-stock-rises-1-28-percent-in-aftermarket-trading/
[2] https://www.tradingview.com/news/zacks:4cd15da1e094b:0-meta-platforms-q2-earnings-and-revenues-surpass-estimates-rise-y-y/