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
Actual | 1.71 | 1.8 | 2.71 | 3.88 | 3.3 | 3.61 | 3.22 | 3.67 | 2.72 | 2.46 | 1.64 | 1.76 | 2.2 | 2.98 | 4.39 | 5.33 | 4.71 | 5.16 | 6.03 | 8.02 | 6.43 | 7.14 | 1.05 | 8.88 | ||||||||||||||||
Forecast | 1.7385 | 1.3893 | 1.8981 | 3.1879 | 2.3476 | 3.0422 | 3.1877 | 3.8394 | 2.555 | 2.5372 | 1.8965 | 2.2594 | 2.021 | 2.9094 | 3.6435 | 4.822 | 4.3202 | 4.7171 | 5.2239 | 6.756 | 5.2349 | 5.8832 | 6.7226 | 8.2122 | ||||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 17.74B | 18.69B | 21.47B | 28.07B | 26.17B | 29.08B | 29.01B | 33.67B | 27.91B | 28.82B | 27.71B | 32.16B | 28.64B | 32.00B | 34.15B | 40.11B | 36.45B | 39.07B | 40.59B | 48.38B | 42.31B | 47.52B | 51.24B | 59.89B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 17.33B | 17.34B | 19.80B | 26.36B | 23.73B | 27.85B | 29.49B | 33.37B | 28.28B | 28.91B | 27.44B | 31.55B | 27.67B | 31.08B | 33.58B | 39.12B | 36.15B | 38.26B | 40.20B | 47.00B | 41.34B | 44.82B | 49.51B | 58.46B |
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
You can ask Aime
Did Meta beat or miss consensus estimates last quarter?What is the market's earnings forecast for Meta next quarter?What were the key takeaways from Meta's earnings call?What were the key takeaways from Meta’s earnings call?What is Meta's latest dividend and current dividend yield?What factors drove the changes in Meta's revenue and profit?What is Meta's gross profit margin?What does Meta do and what are its main business segments?
