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Meta Reports Record Q4 Revenue and Raises 2026 AI Investment Outlook

Meta plans capital expenditures of $115-$135 billion in 2026 to accelerate AI development including Meta Superintelligence Labs, up from $72.2 billion in 2025, per company data.

  • Meta reported a record revenue of $59.9 billion in its fourth quarter, marking a 24% increase compared to the previous year, according to the financial report.
  • The company's earnings per share reached $8.88, exceeding the analyst estimate of $8.16, according to Meta's earnings announcement.
  • As of December 2025, Meta had 3.58 billion daily active users, a 7% year-over-year increase, reported in their fourth-quarter results.
  • Meta expects to spend between $115 billion and $135 billion on capital expenses in 2026, significantly increasing from $72.2 billion in 2025, according to the company's projections.
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CNBC broke the news in United States on Wednesday, January 28, 2026.
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