Meta will report fourth-quarter earnings on Wednesday, with analysts polled by LSEG forecasting EPS of $8.21 and revenue of $58.35 billion. Investors will watch the company’s 2025 AI overhaul — including a $14.3 billion investment in Scale AI, a planned Avocado model release in H1 2026, a up-to-$6 billion Corning fiber deal, and Reality Labs' sizeable operating losses.
Key Points
- 1Reports expect Q4 EPS $8.21 and revenue $58.35 billion, indicating core ad business resilience
- 2Invests $14.3 billion in Scale AI to acquire talent and accelerate frontier-model (Avocado) development
- 3Increases data-center capex and Corning $6 billion deal, implying heavier infrastructure costs and scalability focus
Scoring Rationale
Major industry impact from large AI investments and model roadmap, tempered by moderately shallow coverage depth.
Sources
Public references used for this report.
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- 04Zuckerberg Shrugs Off Wall St. Fears, Pledges Up to $135B for AIpymnts.com
- 05Meta shares jump 11% as strong Q4 revenue supports record AI spendingthehindubusinessline.com
- 06Meta to nearly double its investment in AI in 2026 as Mark Zuckerberg looks to build a 'personal superintelligence'livemint.com
- 07Big Tech’s AI bet intensifies as earnings expose gapsgulfbusiness.com
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