"The company reported that its expenses had been growing over the past year, and that it expected total expenses to be in the range of $162bn to $169bn in 2026. It stated that the majority of expense growth is being driven by infrastructure costs, which include third-party cloud spend, as well as higher depreciation and higher infrastructure operating expenses. Meta anticipates that the second-largest contributor to its growing expenses will be employee compensation, driven by investments in technical talent."
"We still anticipate investing significantly in our own owned-and-operated and leased datacentre capacity. The capex guide clearly points to that. But a lot of that capex is for capacity that doesn't come online until 2027 or beyond. So, we have been signing cloud deals to enable us to bring capacity online more quickly this year to alleviate our current capacity constraints,"
Meta posted revenue of $58.9bn for the quarter to 31 December 2025, an increase of almost 24% year‑on‑year. The company reported growing expenses and expects total 2026 expenses of $162bn to $169bn, with most growth driven by infrastructure costs including third‑party cloud spend, higher depreciation and higher infrastructure operating expenses. Employee compensation is anticipated as the second‑largest expense driver due to investments in technical talent. Meta expects significant capex on owned-and-operated and leased datacentre capacity, much of which will not come online until 2027 or later, and has been signing cloud deals to address 2026 capacity constraints. Infrastructure capacity planning remains highly dynamic and tied to component availability, pricing and lease timing.
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