"Meta ( NASDAQ: META) reports third-quarter earnings after the bell tonight. Investors are watching whether the social media giant can extend a two-quarter beat streak while managing expectations around massive artificial intelligence infrastructure spending. CEO Mark Zuckerberg has reframed Meta's strategy around "personal superintelligence," an effort to create advanced models that self-improve and scale across its products. Last quarter, daily active users reached 3.4 billion, while revenue surged 22% to $47.5 billion. The company's operating margin hit 43%, underscoring how effectively Meta has balanced AI infrastructure investment with record profitability."
"Meta Platforms reports after the bell tonight, we expect their earnings to release at 4:05 p.m. ET. The moment earnings go live, we'll be updating this live blog with news and analysis on Meta's quarter. All you have to do is leave this page open, and new updates should post automatically. Meta AI now exceeds 1 billion monthly users, expanding across WhatsApp and core discovery tools like Feed and Search."
"Key Areas to Watch When Meta Reports AI Infrastructure Scale and ROI- Meta's CapEx outlook jumped to $66-72 billion for 2025, with another significant increase planned for 2026. CFO Susan Li said this investment will drive "frontier model development""
Meta reports third-quarter results after the bell at 4:05 p.m. ET with revenue and EPS estimates signaling continued growth. Analysts expect revenue near $49.41 billion and normalized EPS of $6.71, with FY2025 revenue and EPS projections rising. Meta AI now exceeds one billion monthly users and expands across WhatsApp, Feed, and Search. Daily active users reached 3.4 billion and prior-quarter revenue grew 22% to $47.5 billion with a 43% operating margin. Management has reframed strategy toward "personal superintelligence" and significantly raised CapEx guidance to scale frontier model development in 2025–2026.
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