Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, arsenic helium delivers a code presenting the caller enactment of astute glasses, during the Meta Connect lawsuit astatine the company's office successful Menlo Park, California, U.S., Sept. 17, 2025.
Carlos Barria | Reuters
Meta is slated to study third-quarter net connected Wednesday aft the doorbell and investors volition beryllium watching for immoderate denotation that it volition summation spending connected artificial intelligence.
Here's what analysts polled by LSEG are expecting:
- Earnings per share: $6.69
- Revenue: $49.4 billion
Meta has spent the twelvemonth investing heavy successful AI, and it conducted a monolithic overhaul of the enactment starring those efforts aft the lukewarm debut of its open-source Llama 4 software successful April.
The societal media institution said past Wednesday that it would lay disconnected astir 600 workers successful its Superintelligence Labs AI unit, but it near that group's top-tier TBD Labs unscathed. A time before, Meta said it formed a associated task agreement with Blue Owl Capital successful a woody worthy $27 cardinal to assistance money and physique a gigantic information halfway successful Richland Parish, Louisiana.
When it reported second-quarter net successful July, Meta said that its heavy AI spending would "result successful a 2026 year-over-year disbursal maturation complaint that is supra the 2025 disbursal growth." At the time, Meta raised the debased extremity of its erstwhile outlook for 2025 full expenses and said it expected the fig to travel successful the scope of $114 cardinal to $118 billion.
Wall Street is expecting Meta to study third-quarter income of $49.4 billion, representing a 22% year-over-year increase, according to LSEG. Overall income for Meta's afloat twelvemonth are projected to leap 19% twelvemonth implicit twelvemonth to $196.2 billion.
Meta's advertizing income are expected to travel successful astatine $48.5 cardinal for the 3rd quarter, according to analysts polled by StreetAccount.
Wall Street expects Meta to study 3.5 cardinal regular progressive radical for the 3rd quarter.
Investors whitethorn beryllium monitoring for immoderate signs that its Meta AI app is getting much traction ever since it debuted the AI-powered Vibes abbreviated video instauration instrumentality and societal provender connected Sept. 25. Downloads of the Meta AI app connected some iOS and Android soared 56% period to period to 3.9 cardinal downloads arsenic of Oct. 18, according to information provided to CNBC by mobile probe steadfast Appfigures.
But portion Meta has been paying creators to station AI-generated videos connected Vibes, arsenic CNBC reported connected Tuesday, OpenAI's competing Sora app appears to person logged much downloads connected iOS comparative to the Meta AI app during the aforesaid clip period, the Appfigures information showed. Sora recorded 2.6 cardinal downloads connected iOS from Sept. 30 done Oct. 18, portion Meta AI had 1.1 million.
Investors are besides apt watching for immoderate signs Meta whitethorn beryllium shifting its Metaverse strategy.
Meta said Monday that Vishal Shah, who was antecedently starring the company's metaverse initiatives, would go a merchandise person for its AI unit.
The company's Reality Labs portion — which developers virtual reality, augmented world and AI-powered astute glasses — is expected to station an operating nonaccomplishment of $5.1 cardinal portion generating $316 cardinal successful income successful the 3rd quarter, according to StreetAccount.
English (US) ·