Top Tweets for #MetaEarnings

$META Q3'25 Earnings Report from https://t.co/tTTmlEhK5m. Meta delivered a solid Q3 2025, continuing its momentum in AI and advertising. Total revenue came in at $51.24B, up 3.5% quarter-over-quarter and 26% year-over-year, while EPS beat estimates at $7.25 versus the expected $6.72. The company reported that 3.5 billion people use at least one of Meta’s apps daily and Instagram hit 3 billion monthly active users. Threads also continues to grow, with 150 million daily users. Advertising remains Meta’s powerhouse — Family of Apps ad revenue rose 26% YoY to $50.1B, driven by higher ad impressions (+14%) and ad pricing (+10%). AI-driven tools like Advantage+ automation and Reels monetization are contributing significantly, each with multi-billion-dollar annual run rates. However, the stock plunged over 11% today despite the strong quarter. The decline appears tied to rising spending and cautious guidance. Meta forecasted $116–118B in total expenses for 2025 and $70–72B in capital expenditures, as it continues to pour resources into AI infrastructure, compute, and Reality Labs. The company also flagged potential Q4 weakness in Reality Labs after strong Q3 sales of Quest 3S headsets, and warned of regulatory uncertainty in the EU plus ongoing U.S. legal risks tied to youth safety trials. In short, Meta’s fundamentals and engagement metrics remain strong, but the market is reacting to the margin compression and ballooning AI investment. While management remains confident about long-term AI-driven growth, investors appear wary of near-term profit pressures — a classic case of great growth meeting costly ambition. Login to https://t.co/tTTmlEhK5m — where you can compare key financials, evaluate forward guidance, spot emerging trends and understand overall business performance in one intuitive dashboard. Make sense of earnings — and invest smarter. #Meta #SocialMedia #Instagram #Magnificent7 #TechEarnings #DataCenters #Instagram #WhatsApp #Facebook #MetaAIGlasses #AIPowered #Moneyvize #StocksinFocus #tariffs #inflation #ratecut #EarningsReport #EarningsSeason #Shutdown #Earnings #earningswithmoneyvize #AISpending #FAANG #Rayban #Oakley Not investment advice.