"The number of daily active users across Meta's family of apps grew by 7% year over year to a staggering 3.58 billion. The social media colossus also ramped up its monetization efforts, with ad impressions increasing by 18% in the fourth quarter. Despite the sharp increase in ads, Meta was able to command a 6% higher average price per ad, giving evidence of the rising value it's delivering to marketers."
"Meta plans to pump even more money into its AI development efforts in 2026. Chief financial officer Susan Li told investors to expect full-year capital expenditures of $115 billion to $135 billion, up from $72 billion in 2025. Much of this spending will be on AI-related cloud computing, infrastructure, and labor costs. "I'm looking forward to advancing personal superintelligence for people around the world in 2026," CEO Mark Zuckerberg said."
Daily active users across Meta's apps rose 7% year over year to 3.58 billion. Ad impressions increased 18% in the fourth quarter while average price per ad rose 6%, signaling stronger monetization. Revenue grew 24% to $60 billion and diluted EPS rose nearly 11% to $8.88, beating estimates. Shares climbed more than 7% after the earnings release. Meta plans to increase full-year capital expenditures to $115–$135 billion in 2026, up from $72 billion in 2025, with much spending targeted at AI-related cloud computing, infrastructure, and labor. Mark Zuckerberg expressed intent to advance personal superintelligence in 2026.
Read at The Motley Fool
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