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Meta Platforms (META)
NASDAQ:META
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
5.79Last Year’s EPS
5.16Same Quarter Last Year
Strong Buy
Based on 45 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 17.94%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth and increased user engagement across platforms, along with promising advancements in AI and business messaging. However, there were concerns over declining sales in Reality Labs, increased expenses, and potential regulatory challenges in the EU.Company Guidance
During the Meta first quarter 2025 earnings call, the company provided guidance reflecting a strong start to the year with several key metrics highlighted. Total revenue for Q1 was reported at $42.3 billion, marking a 16% year-over-year increase. The company's operating income was $17.6 billion, representing a 41% operating margin, while free cash flow was $10.3 billion. Meta's CapEx for the year is expected to be between $64 billion to $72 billion, an increase from prior estimates, due to additional investments in AI infrastructure. The guidance also included an expense outlook for 2025, now anticipated to be between $113 billion and $118 billion, slightly reduced from previous forecasts. Revenue growth drivers include enhanced ad performance and increased engagement, notably with a 5% rise in ad conversions for reels. Meta also noted a 7% increase in time spent on Facebook and a 6% increase on Instagram in the last six months, reflecting improvements in their recommendation systems. The company anticipates Q2 2025 revenue to range from $42.5 billion to $45.5 billion, with foreign currency expected to be a 1% tailwind.Strong Revenue Growth
Q1 total revenue was $42.3 billion, up 16% year-over-year, or 19% on a constant currency basis.
Increased User Engagement
Improvements in recommendation systems led to a 7% increase in time spent on Facebook, a 6% increase on Instagram, and 35% on Threads over the last six months.
Expansion of AI Tools
30% more advertisers are using AI creative tools, and a new ads recommendation model increased conversion rates by 5% for reels.
Growth in Business Messaging
WhatsApp now has more than 3 billion monthly active users, with significant business messaging opportunities ahead, especially as AI reduces labor costs.
Meta AI Standalone App
Released the first Meta AI standalone app, with personalized experiences and a social feed, showing initial positive feedback.
Ray-Ban Meta AI Glasses Sales
Sales of Ray-Ban Meta AI Glasses have tripled in the last year, with more technological capabilities to be added later this year.
META Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
META Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $549.00 | $572.21 | +4.23% |
Jan 29, 2025 | $675.89 | $686.39 | +1.55% |
Oct 30, 2024 | $590.80 | $566.62 | -4.09% |
Jul 31, 2024 | $473.57 | $496.42 | +4.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Meta Platforms (META) report earnings?
Meta Platforms (META) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Meta Platforms (META) earnings time?
Meta Platforms (META) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is META EPS forecast?
META EPS forecast for the fiscal quarter 2025 (Q2) is 5.79.
