"MetaPlatforms just posted record results while generating massive free cash flow, setting the stage for potential dividend growth as the company balances aggressive AI investments with returning cash to investors. In Q4, Meta ( META) posted earnings of $8.88 per share on revenue of $59.9 billion, handily beating analyst expectations of $8.23 per share and $58.59 billion in sales. Revenue jumped 24% year-over-year, with advertising accounting for nearly 97% of the total haul at $58.1 billion."
"But here's what really matters: Meta generated$14.1 billion in free cash flow during the quarter while sitting on $81.6 billion in cash and marketable securities against $58.7 billion in debt. That's a fortress balance sheet by any measure, and with the company expecting operating income growth in 2026 despite massive infrastructure spending, there's room for Meta to reward shareholders through dividend increases."
Meta posted Q4 earnings of $8.88 per share on $59.9 billion in revenue, beating analyst expectations. Revenue rose 24% year-over-year, with advertising contributing $58.1 billion (about 97% of sales). The company generated $14.1 billion in free cash flow during the quarter and held $81.6 billion in cash and marketable securities against $58.7 billion in debt. Free cash flow is forecast to narrow from $52.1 billion in 2024 to $10.45 billion in 2026 amid heavy AI spending, with analysts projecting a rebound to $111.7 billion by 2030. Projected FCF expansion supports raising the annual dividend from $2.10 in 2025 to $3.81 by 2030.
Read at Miami Herald
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