"The number of daily active users across Meta's family of apps grew by 7% year over year to a staggering 3.58 billion. The social media colossus also ramped up its monetization efforts, with ad impressions increasing by 18% in the fourth quarter. Despite the sharp increase in ads, Meta was able to command a 6% higher average price per ad, giving evidence of the rising value it's delivering to marketers."
"Meta plans to pump even more money into its AI development efforts in 2026. Chief financial officer Susan Li told investors to expect full-year capital expenditures of $115 billion to $135 billion, up from $72 billion in 2025. Much of this spending will be on AI-related cloud computing, infrastructure, and labor costs. "I'm looking forward to advancing personal superintelligence for people around the world in 2026," CEO Mark Zuckerberg said."
Meta's family of apps reached 3.58 billion daily active users, a 7% year-over-year increase, while ad impressions rose 18% in the fourth quarter. Average price per ad increased 6%, contributing to 24% revenue growth to $60 billion and EPS growth of nearly 11% to $8.88, beating estimates. The company plans to increase full-year capital expenditures in 2026 to $115–$135 billion, up from $72 billion in 2025, with much spending directed toward AI-related cloud computing, infrastructure, and labor. CEO Mark Zuckerberg articulated a goal of advancing personal superintelligence for people worldwide in 2026.
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