Mark Zuckerberg, chief govt officer of Meta Platforms Inc., wears a pair of Meta Oakley Vanguard AI glasses through the Meta Join occasion in Menlo Park, California, US, on Wednesday, Sept. 17, 2025.
David Paul Morris | Bloomberg | Getty Photos
Meta on Wednesday will report fourth-quarter earnings, and buyers can be searching for any indicators that its revamped synthetic intelligence technique will profit the corporate in 2026.
Here is what analysts polled by LSEG expect:
- Earnings per share: $8.21 estimated
- Income: $58.35 billion estimated
Meta spent a big chunk of 2025 overhauling its AI unit, together with investing $14.3 billion in Scale AI to land the startup’s founder, Alexandr Wang, and a number of other of his colleagues.
Wang oversees Meta’s top-tier TBD unit that’s tasked with growing highly effective AI fashions. The corporate arrange TBD after its Llama 4 model launched to tepid response from builders final spring. Meta has been testing a new frontier model and Llama successor code-named Avocado, and plans to launch it through the first half of the yr, CNBC reported.
Underpinning Meta’s AI efforts has been a serious knowledge middle build-out whereas rivals like OpenAI and Alphabet do the identical. Meta on Tuesday stated it dedicated to paying glass manufacturing big Corning as much as $6 billion through 2030 for fiber-optic cable in its AI knowledge facilities.
Though buyers have been spooked by Meta’s pricey synthetic intelligence investments, CEO Mark Zuckerberg has characterized the moves as necessary given AI’s fast tempo of improvement.
“Having the ability to make a considerably bigger funding right here may be very prone to be a worthwhile factor over, over some interval,” Zuckerberg informed analysts in October.
Meta’s capital expenditures, associated to its knowledge middle push, are projected to return in at $21.97 billion for the quarter, in accordance with StreetAccount.
The corporate is predicted to report $56.98 billion in internet advertising gross sales for the fourth quarter, in accordance with StreetAccount.
Wall Road expects fourth-quarter every day energetic individuals to return in at 3.58 billion.
Buyers may also be monitoring what Zuckerberg has to say in regards to the firm’s Actuality Labs unit, which builds the digital actuality, augmented actuality and wearable expertise meant to energy the so-called metaverse.
Earlier this month, Meta laid off more than 1,000 Reality Labs employees who labored on VR-related initiatives, together with inner studios, as a part of a shifting of assets to AI and associated wearable gadgets, just like the Ray-Ban Meta sensible glasses.
Though Meta tech chief Andrew Bosworth informed media shops final week that Meta shouldn’t be halting its VR efforts, the corporate’s outsized affect on that business has chilled some builders and sparked fears of a VR winter, CNBC reported.
Analysts estimate Actuality Labs to submit a fourth-quarter working lack of $5.67 billion on $940.8 million in gross sales. That unit has had over $70 billion in complete working losses since late 2020.
