Meta Platforms announced that it will release its fourth quarter and full year 2025 financial results after market close on Wednesday, January 28, 2026. The company will host a conference call at 1:30 p.m. Pacific / 4:30 p.m. Eastern on the same day, with a live webcast accessible via its Investor Relations site. Financial tables, slide presentations and an earnings press release will be posted concurrently, and a replay and call transcripts will be available following the event.

Meta plans to reduce headcount by approximately 1,500 employees—about 10% of the 15,000-strong Reality Labs division—and will shutter studios including Armature, Twisted Pixel and Sanzaru, plus Oculus Studios Central Technology. Reality Labs has incurred over $70 billion in losses since 2021, with a $4.4 billion operating loss on $470 million in sales in its most recent quarter. Savings from these cuts will be redirected toward augmented-reality glasses and other AI-driven wearables, where Meta aims to boost annual production capacity to 20 million units or more by the end of 2026 in partnership with EssilorLuxottica.

A leading Wall Street analyst has initiated coverage with a Buy rating and 77% upside target, citing Meta’s clear reorientation toward AI products and infrastructure. Key catalysts include the January 28 earnings report, the Reality Labs restructuring that frees up resources for AI glasses and on-device intelligence, and recent nuclear energy supply agreements designed to power Meta’s data centers while reinforcing its ESG profile. The analyst highlights Meta’s commitments to double down on immersive AI applications across Facebook, Instagram and Messenger as a long-term growth driver for revenue and profit expansion.