Meta publishes Q3 2026 earnings follow-up call transcript
META•Meta’s October 21 follow-up call featured executives who discussed expected strong fourth-quarter revenue growth, Muse monetization and compute constraints, and a theoretical founder-control threshold in a Class C disclosure.
1. Revenue outlook
Management expects strong fourth-quarter revenue growth, supported by healthy advertiser demand, investments in ad performance and engagement-driven ad supply.
2. Muse and control disclosure
Muse currently generates revenue only through subscriptions. Transaction monetization requires more users and business partners, while advertising remains a potential option; broader deployment depends partly on serving costs, and tenfold efficiency gains require further technological advances. The Class C disclosure’s reference to hundreds of billions of dollars described a theoretical founder-control threshold, not current equity-financing plans.
