Education
About Us
Working with TipRanks
Follow Us
Meta Platforms (META)
NASDAQ:META
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
6.61Last Year’s EPS
6.43Same Quarter Last Year
Strong Buy
Based on 44 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong commercial momentum: robust revenue and ad growth (+25% total revenue; +24% ad revenue), meaningful engagement and ad-performance gains (impressions +18%, avg ad price +6%), clear traction for AI-powered product features, and solid cash generation. Offsetting risks include a 12% decline in Reality Labs revenue and continuing losses there, substantial near-term expense and CapEx increases to scale AI infrastructure ($162B–$169B expenses; $115B–$135B capex guidance), capacity constraints, and legal/regulatory uncertainties. On balance, the positives around accelerating ad monetization, user engagement, AI product traction, and liquidity outweigh the near-term costs and risks, though execution and regulatory outcomes will be critical to sustaining momentum.Company Guidance
Strong Top-Line Growth
Q4 total family of apps revenue was $58.9B, up 25% year-over-year; Q4 family of apps ad revenue was $58.1B, up 24% year-over-year (23% constant currency).
Large and Growing Daily Active User Base
Estimated more than 3.5 billion people used at least one family app daily in December, supporting engagement and ad monetization.
Ad Demand and Monetization Gains
Ad impressions increased 18% year-over-year and average price per ad rose 6% year-over-year, driven by improved ad performance and higher advertiser demand.
Product and Recommendation Improvements Driving Engagement
Q4 product optimizations produced a 7% lift in Facebook organic feed and video views; Facebook surfaced 25% more same-day reels quarter-over-quarter; Instagram grew original-content prevalence in the U.S. by 10 percentage points to 75% of recommendations.
Ad Quality and Conversion Enhancements
Consolidating models for Facebook surfaces drove a 12% increase in ad quality; a new runtime model across Instagram feed, stories, and reels resulted in a 3% increase in conversion rates in Q4.
AI Product Traction and Content Tools
Meta AI: daily actives generating media tripled year-over-year in Q4; nearly 10% of reels viewed daily are created in the Edits app (almost triple from prior quarter); AI dubbing supports 9 languages with hundreds of millions watching AI-translated videos daily.
Messaging and Business Solutions Momentum
Paid messaging on WhatsApp crossed a $2B annual run rate in Q4; click-to-message ads U.S. growth accelerated >50% year-over-year; business AIs achieved over 1M weekly conversations in early markets.
Strong Cash Generation and Liquidity
Free cash flow was $14.1B in Q4; cash and marketable securities totaled $81.6B against $58.7B in debt, providing capacity to fund infrastructure investments.
META Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
META Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $668.73 | $738.31 | +10.40% |
Oct 29, 2025 | $751.06 | $665.93 | -11.33% |
Jul 30, 2025 | $694.17 | $772.29 | +11.25% |
Apr 30, 2025 | $547.76 | $570.92 | +4.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Meta Platforms (META) report earnings?
Meta Platforms (META) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Meta Platforms (META) earnings time?
Meta Platforms (META) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is META EPS forecast?
META EPS forecast for the fiscal quarter 2026 (Q1) is 6.61.
