Q2 FY2026 EarningsQ2 FY26 revenue reached $60.80B, slightly beating the $60.29B consensus, driven by a 14% increase in ad impressions and a 12% rise in average ad price. However, Diluted EPS of $6.18 significantly missed the $7.22 expectation (-14.4%) due to a $2.4B one-time legal charge and accelerated AI infrastructure spending, which pushed R&D expenses up 67% YoY. Full-year FY26 CapEx guidance was narrowed to a staggering $130B-$145B, signaling continued aggressive investment in AI despite Reality Labs contributing a $4.62B operating loss this quarter.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Meta Platforms(META) the Revenue is 60.8 B (+27.96%), Beat estimate;the EBIT is 18.78 B (-8.15%), Miss estimate;the EPS is 6.18 (-13.45%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
60.80B27.96%
60.29B26.88%
+0.51B1.08%
EBITMiss expectations
18.77B8.15%
21.49B5.12%
-2.71B13.27%
EPSMiss expectations
6.1813.45%
7.22141.14%
-1.041414.59%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf