The Investor Edge

EP#006 META 2025 Q4 Analysis


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Meta Platforms just posted a massive 24% revenue surge. But can their core ad engine outrun a 73% jump in infrastructure spending?


πŸ“Š WHAT WE COVER:βœ… The pivot from VR to "Personal Superintelligence" βœ… How AI has industrialized the Family of Apps ad business 🚩 The "say-do" gap: Efficiency narrative vs. spiking costs πŸ“ˆ Technical frameworks and long-term Bull vs. Bear math


πŸ“Š 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%


⚠️ 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.


πŸ“§ Contact: [email protected]


#Meta #META #StockMarket #Investing #AI #Earnings #TechStocks #Facebook #TheInvestorEdge

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The Investor EdgeBy Opal Financial LLC