META — Q1 2025 Earnings Call
TechnologyMeta Platforms Inc. • Reported: 2025-04-30
EPS Actual
$6.43
Est. $5.28
▲ Beat
Revenue Actual
$42.3B
Est. $41.2B
▲ Beat
Overall Result
Double Beat
EPS + Revenue vs. estimates
Period
Q1 2025
FY2025 • Reported 2025-04-30
Executive Summary
Meta reported Q1 2025 revenue of $42.3 billion, up 16% YoY, beating estimates. AI-driven ad optimization continued to improve advertiser returns. Meta AI monthly active users surpassed 1 billion. Reality Labs losses remained elevated at $4.2 billion.
Key Highlights
Revenue
positive
Revenue beats at $42.3B
Q1 revenue of $42.3B beat consensus by $1.1B, growing 16% YoY.
AI
positive
Meta AI surpasses 1B MAU
Meta AI monthly active users exceeded 1 billion, making it the most widely used AI assistant globally.
Advertising
positive
Ad pricing improves
Average price per ad increased 10% YoY as AI-driven targeting improved conversion rates.
Reality Labs
negative
Reality Labs losses persist
Reality Labs lost $4.2B in Q1, though Meta maintained its long-term metaverse investment thesis.
Direct Quotes
MZ
Mark Zuckerberg
CEO • Meta AI
"Meta AI is now used by more than 1 billion people every month. AI is transforming every surface across our apps."
SL
Susan Li
CFO • Financial Results
"Revenue grew 16% to $42.3 billion with healthy operating margins of 41%."