Advertising Revenue GrowthThreads is expected to grow significantly, potentially becoming a $1B+ advertising platform in 2026, contributing to Meta's overall revenue.
AI Monetization And Business StrategyThe hiring of Clara Shih, a former CEO of AI at Salesforce, is seen as a big step forward in META's push to monetize its AI with businesses and enterprises.
Financial PerformanceMETA's revenue outperformed expectations, reaching US$40.6bn, attributed to AI-related ROI improvements and a healthy global advertising environment.