META — Q4 2025 Earnings Call
TechnologyMeta Platforms Inc. • Reported: 2026-01-29
EPS Actual
$9.15
Est. $8.42
▲ Beat
Revenue Actual
$54.8B
Est. $53.1B
▲ Beat
Overall Result
Double Beat
EPS + Revenue vs. estimates
Period
Q4 2025
FY2025 • Reported 2026-01-29
Executive Summary
Meta reported record Q4 2025 revenue of $54.8 billion, up 13% YoY. Full-year 2025 revenue reached $188 billion. AI agents launched across WhatsApp Business and Instagram, creating new revenue streams. The company guided for 2026 revenue growth of 14-17%.
Key Highlights
Revenue
positive
Record Q4 at $54.8B
Q4 revenue of $54.8B beat estimates by $1.7B, with full-year 2025 at $188B.
AI Agents
positive
AI agents drive new revenue
AI business agents on WhatsApp and Instagram began generating meaningful transaction-based revenue.
Users
positive
3.6B daily active people
Daily active people reached 3.6B, with engagement increasing due to AI-powered content recommendations.
Guidance
positive
Strong 2026 outlook
Guided for 2026 revenue growth of 14-17%, above consensus, driven by AI monetization.
Direct Quotes
MZ
Mark Zuckerberg
CEO • AI Revenue
"2025 was the year AI went from a research project to a core revenue driver. AI agents on our platforms are creating entirely new business models."
SL
Susan Li
CFO • 2025 Results
"Full-year 2025 revenue reached $188 billion with operating margin of 43%. We're guiding for 14-17% revenue growth in 2026."