Meta Platforms, Inc.
CIK 0001326801
Meta Platforms, Inc. reported Q2 FY2026. EPS came in at $6.18 against a $7.19 consensus, missed by 14.0%. Revenue was $60.8B versus $60.2B expected, beat by 1.0%. Gross margin was 81.4%, down 50 bps from last quarter.
read the full report →Meta Platforms, Inc. (META) reported a strong Q1 FY2026, with both revenue and earnings per share (EPS) significantly beating street estimates. Revenue grew 33% year-over-year (YoY) to $56.3 billion, and EPS came in at $10.44, a 55.8% surprise. The company also provided optimistic guidance for Q2 FY2026, with revenue expected to range from $58 billion to $61 billion.
read the full report →Meta Platforms, Inc. beat the Street on both revenue and EPS, but the actionable surprise is that the business is absorbing a 2026 capex step-up while guiding to higher operating income. The market is likely mispricing the print as another hyperscaler spending escalation when the quarter shows ad conversion, messaging monetization, and gross margin stability already funding the AI build.
read the full report →Meta Platforms, Inc. beat because AI is already monetizing inside the ad stack, not because investors received relief on spending. The variant view is that the $70 billion to $72 billion capex guide is less a warning about stranded infrastructure than evidence that Meta can fund a larger compute cycle while Family of Apps revenue is compounding at 26%.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| FIRST FINANCIAL CORP /IN/ | ADD | $1.7 B | 0.6% | +23 |
| SWEDBANK AB | TRIM | $1.6 B | 1.4% | -256,255 |
| HOWARD FINANCIAL SERVICES, LTD. | ADD | $1.5 B | 0.1% | +1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | TRIM | $957 M | 1.8% | -71,325 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $201.0 B | $85.9 B | 42.8% | + 21.6% |
| 2024 | 2024-12-31 | $164.5 B | $70.7 B | 43.0% | + 49.0% |
| 2023 | 2023-12-31 | $134.9 B | $47.4 B | 35.2% | + 64.6% |
| 2022 | 2022-12-31 | $116.6 B | $28.8 B | 24.7% | -39.1% |
| 2021 | 2021-12-31 | $117.9 B | $47.3 B | 40.1% | + 42.5% |
| 2020 | 2020-12-31 | $86.0 B | $33.2 B | 38.6% | + 33.7% |
| 2019 | 2019-12-31 | $70.7 B | $24.8 B | 35.1% | -2.2% |
| 2018 | 2018-12-31 | $55.8 B | $25.4 B | 45.4% | + 23.1% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-07-30 | 2026-06-30 |
0001628280-26-050705
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| 10-Q | 2026-04-30 | 2026-03-31 |
0001628280-26-028526
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| 10-Q | 2025-10-30 | 2025-09-30 |
0001628280-25-047240
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| 10-Q | 2025-07-31 | 2025-06-30 |
0001628280-25-036791
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| 10-Q | 2025-05-01 | 2025-03-31 |
0001326801-25-000054
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| 10-Q | 2024-10-31 | 2024-09-30 |
0001326801-24-000081
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| 10-Q | 2024-08-01 | 2024-06-30 |
0001326801-24-000069
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