AI IntegrationMeta's core product benefits directly from AI advancements, improving ad delivery and yields, which justifies investments in AI compute and open sourcing.
Financial PerformanceTotal revenue increased by 22% YoY to US$39.1bn, 2% ahead of Bloomberg consensus estimate; net income grew by 73% YoY to US$13.5bn, beating consensus estimate by 10%, primarily due to effective control in headcount-related expenses.
User EngagementMeta's increasing cash flow is enabling ongoing investments in AI initiatives that drive increasing user engagement, better content, and a more effective advertising experience.