Meta Platforms, Inc. Class A Common Stock (META)
Meta Platforms, Inc. (META) Q3 2025 Earnings Call Transcript
Meta Platforms, Inc. ( META ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Kenneth Dorell - Director of Investor Relations Mark Zuckerberg - Founder, Chairman & CEO Susan Li - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley, Research Division Douglas Anmuth - JPMorgan Chase & Co, Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Mark Shmulik - Sanford C. Bernstein & Co., LLC.
Meta Flags Bigger 2026 AI Buildout as ‘Superintelligence' Drive Accelerates
Meta told investors on Wednesday (Oct. 29) to brace for a step-up in infrastructure spending next year as it races to build what CEO Mark Zuckerberg calls “personal superintelligence.
Meta's Q3 Selloff Looks Like A Gift For Long-Term Investors (Upgrade)
Meta Platforms, Inc. is upgraded to a Buy rating after Q3, despite initial market overreaction to a non-recurring tax charge. META's core business remains strong, with 26% YoY revenue growth, robust ad impressions, and expanding AI and Reality Labs initiatives. The stock now trades at a 2026 P/E of 23x, making META the cheapest among the Magnificent Seven, enhancing its margin of safety.
Here's What Key Metrics Tell Us About Meta Platforms (META) Q3 Earnings
Although the revenue and EPS for Meta Platforms (META) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Meta takes $16B hit to earnings from Trump's Big Beautiful Bill, warns of higher AI costs
The Facebook and Instagram parent also said capital expenditure next year would be "notably larger" than in 2025.
Meta Raises Its Spending Forecast on A.I. to Above $70 Billion
The Silicon Valley company projected more spending this year and said it would continue in 2026 as it hires A.I. researchers and builds data centers to power the technology.
Meta reports Q3 revenue beat but huge EPS miss sends shares tumbling
Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB) posted a stronger-than-expected revenue in the third quarter of 2025, but a massive one-time tax charge sent earnings per share tumbling, sending shares sharply lower in after-hours trading. GAAP EPS fell to $1.05, down 83% year-on-year and well below the $2.29 estimate, due to a $15.9 billion one-time, non-cash tax charge related to the implementation of the US Corporate Alternative Minimum Tax.
Meta Earnings: How Will Its AI And Metaverse Investments Perform?
Meta Platforms is scheduled to report earnings after Wednesday's close. The stock recently hit a record high near $796.25/share and is currently trading near $746.
Meta Is Set to Report Earnings Later Today. Its AI Plans Will Be in Focus
Meta is set to release its third-quarter earnings report after the closing bell Wednesday, with investors likely to be watching closely for more signs that its AI spending is paying off.
Meta to report third-quarter earnings after the bell
Meta is slated to report third-quarter earnings on Wednesday after the bell and investors will be watching for any indication that it will increase spending on artificial intelligence. The social media company said last Wednesday it would lay off about 600 workers in its Superintelligence Labs AI unit, but left that group's top-tier TBD Labs unscathed.
Here's How Much Traders Expect Meta Stock To Move After Earnings This Week
Meta is scheduled to report its third-quarter results after the closing bell Wednesday, with traders betting on a big move in the social media giant's stock that could bring it to record highs.
Meta Is Set to Report Earnings on Wednesday—What You Need to Know
Meta has big AI goals, but can it convince investors to keep supporting its big spending?
