Meta bets big on AI as ad sales and users keep growing

Meta Platforms beat fourth‑quarter expectations with $59.9 billion in revenue and $8.88 per‑share, driven by a 7% rise in daily active users to 3.58 billion and higher ad impressions. The company reiterated its AI‑driven strategy, detailing 2026 capex of $115–$135 billion to expand AI infrastructure, while Reality Labs losses are expected to stay near 2025 levels. For Q1, management guided revenue around $55 billion (about 30% year‑over‑year growth), signaling continued momentum under its AI‑centric approach.