Meta Q4 EPS Tops by $0.69, Revenue Hits $59.9B
Meta Platforms reported Q4 2025 EPS of $8.88, surpassing the $8.19 consensus, with revenue of $59.9 billion beating the $58.35 billion estimate. The company forecast Q1 2026 revenue of $53.5–56.5 billion and full-year 2026 expenses of $162–169 billion despite higher AI infrastructure outlays.
1. Q4 2025 Financial Results
Meta delivered Q4 EPS of $8.88, outpacing the $8.19 forecast, and generated revenue of $59.9 billion versus the $58.35 billion estimate. Record holiday traffic and AI-powered ad targeting drove the top-line beat and underpinned margin expansion.
2. Cash Flow and Expense Trends
Despite rising AI infrastructure spending, Meta’s free cash flow exceeded analyst forecasts, highlighting efficient capital allocation. Management noted that investments in data centers and AI tools lifted operating expenses but are expected to fuel long-term advertising returns.
3. 2026 Outlook and Guidance
Meta projected Q1 2026 revenue between $53.5 billion and $56.5 billion, with capital expenditures of $115–135 billion for the year. The firm reiterated that full-year 2026 operating profit will exceed 2025 levels, with total expenses forecast at $162–169 billion.