US EditionMeta Reports Record Q4 Revenue and Raises 2026 AI Investment Outlook
Meta's Q4 revenue hit $59.9 billion, a 24% rise, as it plans to increase 2026 AI and infrastructure investments amid rising costs and ongoing Reality Labs losses.
- On Wednesday, Microsoft Corp. and Meta Platforms Inc. will post earnings after the close to show whether heavy AI spending is delivering returns; they are the first of Corporate America's four biggest AI spenders to report.
- Wall Street investors are increasingly worried about AI spending as Microsoft shares have slumped 11% and Meta shares dropped around 10% since Oct. 29.
- Cloud strain and AI-related revenue gains were central to the quarter's details as Microsoft said Azure demand significantly outpaced capacity in fiscal Q1 and Microsoft Cloud revenue topped over $50 billion with a $7.6 billion net income boost from OpenAI.
- Supplier stocks and chipmakers gained on signs of rising data-center demand as Seagate Technology Holdings Plc's outlook sent its stock up 10% Wednesday, boosting Western Digital Corp. and Sandisk Corp., while AI spending supports Nvidia Corp., Broadcom Inc. and TSMC.
- The quartet: Microsoft Corp., Meta Platforms Inc., Alphabet Inc., Amazon.com Inc., are expected to spend 505 billion this year, with data‑centre costs rising nearly 50%, Cofsky said.
63 Articles
63 Articles
Mark Zuckerberg Says Video Not 'End Of The Line' As Meta Eyes Future Where Users Can Jump Inside The Content: 'The Investments That We've Done...'
On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company is looking beyond video toward interactive, immersive formats that let users step inside content, as Horizon Worlds and AI converge to reach mobile audiences. Meta Says Video Is Just One Step In A Longer Content Evolution During the company's fourth-quarter earnings call, Zuckerberg said video, while still growing, is not the final stage of digital expression. …
Mark Zuckerberg imagines a future for the meta-group that is permeated by artificial intelligence. He is ready to spend billions of dollars on this.
Mark Zuckerberg imagines a future for the meta-group that is permeated by artificial intelligence. He is ready to spend billions of dollars on this.
Ads and AI power Meta past its worst quarter
Meta has powered through its ugliest quarter in years with a blockbuster advertising rebound, giving marketers fresh confidence that the company’s AI-fuelled ad stack is back in full flight. For the December quarter, Meta delivered A$92.8 billion in revenue, up 24% year-on-year, as holiday ad demand and AI-driven targeting lifted performance across Facebook, Instagram, WhatsApp and Messenger. That marks a sharp reset from the September quarter, …
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