US EditionMeta shares climb 10% on revenue beat, raised forecast
UNITED STATES, JUL 30 – Meta plans $66-$72 billion in 2025 capital expenditures, up $30 billion year-over-year, to expand AI infrastructure and hire top AI talent amid strong advertising revenue growth.
- On Wednesday, Meta Platforms Inc. forecast Q3 revenue of $47.5-50.5 billion, surpassing analysts’ $46.2 billion estimate, and raised 2025 capex to $66-72 billion.
- Growing demand for targeted campaigns, fueled by AI-powered tools, helped advertising revenue boost to $47.52 billion, up 22%.
- Meta Platforms Inc. earned $18.34 billion in the third quarter, with daily active users rising 6% to 3.48 billion, ad impressions up 11%, and price per ad increased 9%.
- Market reaction was positive as Meta Platforms Inc. shares surged 10% in after-hours trading after the strong outlook, despite concerns over AI spending, eMarketer senior analyst Minda Smiley said.
- Future investment plans include a significant ramp in AI infrastructure spending in 2026, as Meta CFO Susan Li said they 'currently expect another year of similarly significant capital expenditures dollar growth in 2026.
71 Articles
71 Articles
Q2 Ad Surge Fuels Meta Platforms’ Ambitious AI ‘Superintelligence’
Key Points in This Article: Meta Platforms‘ (META) Q2 revenue reached $47.5 billion, with ad revenue up 21% to $46.5 billion, driving a 36% net income increase to $18.3 billion. Capital expenditures hit $17 billion, with full-year spending projected at $66 billion to $72 billion to support AI infrastructure and Meta Superintelligence Labs. Zuckerberg’s vision for “personal superintelligence” is backed by strategic hires and a $14.3 billion Sc…
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook for the rest of the year tempered investor enthusiasm.
TechCrunch
RocketNewsMeta to spend up to $72B on AI infrastructure in 2025 as compute arms race escalates
Meta is pouring money into the physical and technical infrastructure needed to scale its AI ambitions. The company said Wednesday in its second-quarter earnings report that it plans to more than double its spend on building AI infrastructure – like data centers and servers. “We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion…up approximately $30 billion year-over-y…
Meta has been on an AI spending spree. Earnings show it’s paying off
If Meta investors had concerns about the company’s huge spending on artificial intelligence infrastructure and talent, they’re likely to be assuaged by its blockbuster earnings report on Wednesday. The results, as one analyst put it, indicates that “AI is becoming a real revenue driver, not just hype.”
Coverage Details
Bias Distribution
- 61% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
