METAMeta Platforms Inc
Earnings Recap
• Reported GAAP EPS of $9.02 up 9.47% YoY • Reported revenue of $59.89B up 23.78% YoY • Meta Platforms Inc. expects Q1 2026 revenue of $53.5-$56.5 billion and full year 2026 total expenses of $162-$169 billion. Capital expenditures are anticipated to be $115-$135 billion, with operating income above 2025 levels.
Bullish
Meta Platforms Inc. reported strong revenue growth and increased user engagement, with rising daily active people and ad impressions. The company is also strategically investing in personal superintelligence and its Superintelligence Labs efforts.
Bearish
Meta Platforms Inc. faces increased costs and expenses, particularly for infrastructure, which contributed to a decrease in operating margin. The company also monitors significant legal and regulatory headwinds in the EU and U.S.