Meta Platforms Inc Class A (META)
Ex-Meta manager says just 2% of engineers are winning the AI era
Kun Chen, a former Meta manager, said that just 2% of engineers use AI "very effectively." Chen said companies will allocate the most impactful projects to that subset.
Meta's AI Is Delivering but Comes With a Hefty Price Tag
Meta platforms operate on a tight feedback loop across its family of apps — Facebook, Instagram and WhatsApp. Content drives engagement.
Meta's AI Bet, and the Evolution of Smart Glasses
Meta's answer to declining user growth? Personal AI agents in its smart glasses.
Meta is still burning money on AR/VR
When Meta released its quarterly earnings report on Wednesday evening, a colleague pointed out how Meta lost $4 billion on Reality Labs, the division responsible for its AR glasses, VR headsets, and VR software.
Meta shares slide as tech giant hikes AI spending forecast, warns of youth social media backlash
Legal and regulatory blowback in the European Union and the US "could significantly impact our business and financial results," the Facebook parent cautioned.
Meta Q1 Review: The Market Has Lost Its Mind
Meta Platforms, Inc. delivered strong Q1 results, beating consensus on both revenue and EPS. META's EPS exceeded analyst expectations by over 55%, yet shares declined 7% post-earnings. I view the market's negative reaction as a significant overreaction, creating a compelling buying opportunity.
Meta's Earnings Paradox: A Brilliant Quarter The Market Chose To Punish
Meta Platforms, Inc. delivered exceptional Q1 results, with revenue of $56.31B and adjusted EPS of $7.31, both beating consensus estimates. Despite strong fundamentals, META shares declined due to a significant upward revision in 2026 capex guidance to $125–$145B, raising concerns about capital intensity. AI-driven improvements boosted average ad price by 12% YoY, signaling early monetization benefits and reinforcing META's competitive moat in digital advertising.
Meta Q1: Thanks For The Dip, I'm Buying More
Meta Platforms, Inc. delivered robust Q1 results with 33% YoY revenue growth, strong ad momentum, and resilient user engagement despite mature platforms. EPS was inflated by a one-time $8B tax benefit; underlying performance remains solid, driven by 19% ad impression and 12% price-per-ad growth. CapEx guidance for 2026 increased to $125–$145B, raising near-term FCF concerns but supporting long-term AI and platform investments.
Meta stock plunges 6% after earnings leave investors disappointed
Shares of Meta Platforms fell sharply in extended trading on Wednesday after the company reported mixed first-quarter results, with a miss on user growth and lower-than-expected capital expenditures overshadowing a revenue beat. The stock dropped about 6% after hours.
Meta beats estimates but soaring AI spending rattles investors
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) delivered a blockbuster first quarter on Wednesday, posting revenue and earnings that handily topped Wall Street expectations, but investors were spooked by a steep increase in the company's capital expenditure outlook, sending shares down nearly 6% in after-hours trading. The social media giant reported first-quarter revenue of $56.31 billion, up 33% year-over-year and ahead of analyst estimates ranging from $55.36 billion to $55.5 billion.
Meta Reports Big Revenue Jump and Projected Spending Increase
Meta Platforms posted its biggest quarterly revenue jump in recent history in the first quarter but said it would spend even more money to build out AI data centers this year than forecast.
Meta's Reality Labs lost over $4 billion in first quarter
In Meta's first-quarter earnings report, the company said Reality Labs recorded an operating loss of over $4 billion while bringing in $402 million in sales. The Reality Labs unit has now accumulated over $80 billion in total operating losses since late 2020.
