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META

Meta·NASDAQ
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META fundamentals

Meta (META) released its earnings on Jan 28, 2026: revenue was 59.89B (YoY +23.78%), beat estimates; EPS was 8.88 (YoY +10.72%), beat estimates.
Revenue / YoY
59.89B
+23.78%
EPS / YoY
8.88
+10.72%
Report date
Jan 28, 2026
META Earnings Call Summary for Q4,2025
  • AI-Driven Growth: Q4 ad revenue up 24% YoY, with AI models improving ad performance and enabling 3x faster video generation revenue growth.
  • Infrastructure Investment: 2026 capex of $115-$135B to build AI compute capacity, with 80% productivity gains from early AI tool adopters.
  • Reality Labs Transition: AR glasses sales tripled, positioning for long-term AR growth while winding down VR losses.
  • 2026 Outlook: Revenue growth to accelerate with AI monetization, but regulatory risks (EU ads changes, U.S. litigation) loom.
  • Productivity Shift: CEO targets making Meta a place where individuals, not teams, deliver impact through AI tools.
EPS
Q1,undefined
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Q1,undefined
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
1.711.82.713.883.33.613.223.672.722.461.641.762.22.984.395.334.715.166.038.026.437.141.058.88
Forecast
1.73851.38931.89813.18792.34763.04223.18773.83942.5552.53721.89652.25942.0212.90943.64354.8224.32024.71715.22396.7565.23495.88326.72268.2122
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-1.64%
+29.56%
+42.77%
+21.71%
+40.57%
+18.66%
+1.01%
-4.41%
+6.46%
-3.04%
-13.52%
-22.10%
+8.86%
+2.43%
+20.49%
+10.54%
+9.02%
+9.39%
+15.43%
+18.71%
+22.83%
+21.36%
-84.38%
+8.13%
Revenue
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Q1,undefined
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------17.74B18.69B21.47B28.07B26.17B29.08B29.01B33.67B27.91B28.82B27.71B32.16B28.64B32.00B34.15B40.11B36.45B39.07B40.59B48.38B42.31B47.52B51.24B59.89B
Forecast
--------------------------------17.33B17.34B19.80B26.36B23.73B27.85B29.49B33.37B28.28B28.91B27.44B31.55B27.67B31.08B33.58B39.12B36.15B38.26B40.20B47.00B41.34B44.82B49.51B58.46B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+2.35%
+7.76%
+8.43%
+6.50%
+10.29%
+4.39%
-1.63%
+0.90%
-1.31%
-0.30%
+1.00%
+1.95%
+3.53%
+2.96%
+1.69%
+2.52%
+0.85%
+2.12%
+0.96%
+2.94%
+2.36%
+6.01%
+3.50%
+2.45%

Earnings Call