FACT / 24/09/2025 by TLJ

Quarterly Summary Q2 2025 – Meta Platforms

  • N ews (3)
  • N ews (3)

Total revenue: $47.52 billion, up 22% YoY (exceeding expectations of $44.80 billion), driven by advertising and AI. Net Income: Not specified, but EPS at £7.14, +22.5% beat vs. estimates of £5.92. Operating Margin: 43%, up thanks to AI efficiencies and cost control. Advertising: £46.2 billion estimated, +21% YoY, with strong performance on Facebook and Instagram. Reality Labs: Reduced losses, but growing revenues from AR/VR hardware. CapEx 2025: Projected at $40B for AI data centres; solid free cash flow. AI and Innovations: Llama 3.1 with 405B parameters; AI assistants on WhatsApp and Instagram. Outlook: Q3 guidance revised to $48-49B; focus on AI monetisation and the metaverse. CEO Zuckerberg comment: ‘Strong Q2 with accelerated growth, we are investing heavily in AI.’ (Summary based on official report dated 30 July 2025; images/graphs in PDF on investor.fb.com.)

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