META
Meta Platforms, Inc.657.15
+9.64+1.49%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A coy on AI; flags Manus.
Q&A stayed light on AI specifics, Zuckerberg upfront that answers would underwhelm amid six-month rebuild—first models and products roll out soon, trajectory matters more than launch quality. Surfaced unmentioned Manus acquisition to integrate subscription tools into ads, accelerating business results. Still capacity constrained; ad acceleration broad-based across commerce, professional services, tech verticals, with healthy holiday demand sustaining. Clarified 2026 operating income beats 2025 absolute dollars despite CapEx jump to $115-135B. No buybacks in Q4. Details emerge later.
Key Stats
Market Cap
1.66TP/E (TTM)
29.06Basic EPS (TTM)
22.61Dividend Yield
0%Recent Filings
10-K
FY2025 results
Meta Platforms crushed FY2025 with $201B revenue, up 22% y/y, as ad impressions surged 12% while average price per ad rose 9%, fueled by AI ad tools and Reels growth. Q4 accelerated the momentum, delivering the strongest quarterly ad revenue amid holiday strength, though Reality Labs losses widened to $19B annually from heavy VR/AR bets. FoA operating margin held firm at 52% despite 28% cost hikes in headcount and infra; free cash flow hit $44B after $72B capex. Yet regulatory headwinds loom large.
8-K
Meta's Q4 revenue jumps 24%
Meta Platforms crushed Q4 2025 with revenue up 24% to $59.9B and full-year sales at $201B, up 22%, fueled by 18% ad impression growth. Expenses surged 40% quarterly on AI and infrastructure bets, squeezing operating margin to 41% from 48%. Capex explodes to $115-135B in 2026. Regulatory headwinds loom large.
8-K
Meta names new President
Meta Platforms appointed Dina Powell McCormick as President and Vice Chairman effective January 12, 2026. The 52-year-old brings deep finance and government experience from BDT & MSD, Goldman Sachs, and White House roles. Compensation includes $1M base, $2M sign-on, 200% bonus target, and $60M RSUs vesting over four years. No family ties or conflicts disclosed.
8-K
Meta settles derivative suit for $190M
Meta disclosed a Delaware Chancery Court scheduling order for a settlement hearing on April 7, 2026, in its long-running stockholder derivative suit over privacy oversight. Defendants' insurers will pay Meta $190M, with up to 30% for plaintiffs' fees; Meta commits to governance upgrades like enhanced whistleblower reporting and curbed Zuckerberg's director conflict authority. Litigation ends. Cash bolsters balance sheet.
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