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Dec 31, 2025
Meta Q4 2025 Earnings Report
Meta reported strong Q4 results with solid revenue growth and increased ad impressions.
Key Takeaways
Meta delivered a strong Q4 2025, with revenue reaching $59.89B and net income hitting $22.77B. Growth was driven by increased ad impressions and higher average ad prices, despite a decline in operating margin.
Revenue by Segment
Forward Guidance
Meta expects Q1 2026 revenue between $53.5B and $56.5B, with FY26 expenses driven by AI and infrastructure investments.
Positive Outlook
- Q1 2026 revenue expected between $53.5B–$56.5B
- Foreign currency expected to boost revenue by ~4%
- Full year 2026 tax rate expected at 13–16%
- Operating income projected to exceed 2025 levels
- Continued investment in Meta Superintelligence Labs
Challenges Ahead
- FY26 expenses expected to rise to $162B–$169B
- Higher infrastructure costs to drive majority of expense growth
- Second-largest expense growth from employee compensation
- Reality Labs to continue incurring significant losses
- Regulatory and legal risks in EU and U.S. remain material
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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