Meta Platforms, Inc. delivered strong Q4 and full-year results, with sales up 24% y/y and robust guidance for Q1 2026. META's aggressive AI-driven capex is set to surge to $115B–$135B in 2026, signaling an all-in push for AI leadership. Reality Labs continues to weigh on margins, but META is pivoting toward AI-powered AR/XR wearables and premium app monetization.
Meta Platforms (META) came out with quarterly earnings of $8.88 per share, beating the Zacks Consensus Estimate of $8.21 per share. This compares to earnings of $8.02 per share a year ago.
Meta Platforms, Inc. delivered a strong Q4 double beat, with revenue and EPS significantly above expectations and robust top-line momentum. User growth and ad monetization remain impressive, with daily active people up 7% YoY and ad impressions up 18% YoY. Expense growth, particularly in R&D and G&A, and a 40% YoY increase in 2026 cost guidance raise medium-term META margin concerns.
Meta's fourth-quarter results jumped past Wall Street's expectations thanks to solid advertising revenue, sending shares sharply higher in after-hours trading Wednesday.
Meta will host a call with investors at 4:30 p.m. EST, with an option to listen in on its investor relations website.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) reported stronger-than-expected fourth-quarter earnings on Wednesday, powered by growth in advertising and its family of apps, while its Reality Labs division posted a wider-than-expected loss. The social media and technology giant posted Q4 revenue of $59.89 billion, up 24% from a year earlier and above analysts' estimate of $58.42 billion.
The company said its sales were about $60 billion in the fourth quarter for a year-over-year growth rate of 24%.
Meta on Wednesday forecast its annual capital expenditure to increase sharply, as the social media giant builds artificial intelligence infrastructure in the pursuit of superintelligence.
Meta's efforts to create the digital worlds known as the metaverse continue to be costly. The social media giant reported fourth-quarter earnings on Wednesday and said that the Reality Labs unit recorded an operating loss of $6.02 billion on $955 million in sales.
Meta's simultaneous subscription testing across Instagram, Facebook, and WhatsApp isn't about innovation.
Meta Platforms (META) – a creator of social media and augmented reality products – experienced a 5-day winning streak, accumulating a total gain of 11% over this time span. The company's market capitalization has escalated by roughly $173 billion during the last 5 days and now sits at $1.7 trillion.
Snap will create an independent subsidiary for its augmented reality smart glasses, as it looks to attract external investment and challenge bigger rival Meta in the fast-growing wearables market.