
Sign up to save your podcasts
Or


Meta Platforms just posted a massive 24% revenue surge. But can their core ad engine outrun a 73% jump in infrastructure spending?
π WHAT WE COVER:β The pivot from VR to "Personal Superintelligence" β How AI has industrialized the Family of Apps ad business π© The "say-do" gap: Efficiency narrative vs. spiking costs π Technical frameworks and long-term Bull vs. Bear math
π KEY DATA:β’ Q4 Revenue: $59.89B (24% YoY growth) β’ EPS: $8.88 (beat $8.19 estimate) β’ 2026 CapEx Guide: Up to $135B β’ Reality Labs Loss: $6B this quarter β’ Operating Margin: Dropped to 41.3%
β οΈ DISCLAIMER: Educational content only. Not financial advice. Not a recommendation to buy, sell, or hold. We are not registered investment advisors. Consult a licensed professional before investing.
π§ Contact: [email protected]
#Meta #META #StockMarket #Investing #AI #Earnings #TechStocks #Facebook #TheInvestorEdge
Β© 2026 Opal Financial LLC
By Opal Financial LLCMeta Platforms just posted a massive 24% revenue surge. But can their core ad engine outrun a 73% jump in infrastructure spending?
π WHAT WE COVER:β The pivot from VR to "Personal Superintelligence" β How AI has industrialized the Family of Apps ad business π© The "say-do" gap: Efficiency narrative vs. spiking costs π Technical frameworks and long-term Bull vs. Bear math
π KEY DATA:β’ Q4 Revenue: $59.89B (24% YoY growth) β’ EPS: $8.88 (beat $8.19 estimate) β’ 2026 CapEx Guide: Up to $135B β’ Reality Labs Loss: $6B this quarter β’ Operating Margin: Dropped to 41.3%
β οΈ DISCLAIMER: Educational content only. Not financial advice. Not a recommendation to buy, sell, or hold. We are not registered investment advisors. Consult a licensed professional before investing.
π§ Contact: [email protected]
#Meta #META #StockMarket #Investing #AI #Earnings #TechStocks #Facebook #TheInvestorEdge
Β© 2026 Opal Financial LLC