Meta Signals Bold AI Push Ahead of 2026 After 2025 Revenue Rise
TL;DR Summary
Meta Platforms reported fourth-quarter 2025 revenue of $59.9B and full-year revenue of $201.0B, with Q4 net income of $22.8B and full-year net income of $60.5B. Revenue growth was driven by advertising across its Family of Apps, while Reality Labs remained loss-making. The company provided 2026 guidance—Q1 revenue of about $53.5-56.5B, total 2026 expenses of $162-169B, and capex of $115-135B—as it expands AI initiatives including Meta Superintelligence Labs, while noting regulatory headwinds in the EU and U.S. Meta also highlighted strong cash flow and a headcount near 78,865.
- Meta Reports Fourth Quarter and Full Year 2025 Results Meta Investor Relations
- Meta set to report earnings: Update on revamped AI strategy is key to fourth quarter CNBC
- Meta Says 2026 Spending Will Blow Past Analysts’ Estimates Bloomberg.com
- Meta earnings live updates: Stock climbs on revenue beat as investors weigh big capex spending Business Insider
- Meta Reports Record Sales, Massive Spending Hike on AI Buildout The Wall Street Journal
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