---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000430944.md"
description: "$Meta Platforms(META.US) earnings tonight key points:Bottom line: I expect the stock will be up because Zuckerberg will remind investors long term he wants revenue to grow faster than expenses.➡️ Last quarter the stock traded down 11% after the print on the flip of the script around the relationship between revenue and expense growth.➡️Street is looking for 22% ad growth compared to 26% in Sep. March the Street is looking for 21.5% growth.➡️The key question is when will we see margins improve. Street is expecting 40.9% in December, compared to 40.1% in September, but investors expect it to dip to 36.1% in March and 36% for June and September.➡️ Capex. The street is expect 57% increase in CY25 over CY24. I don't expect that to change tonight.  The Street is looking for AMZN up 17%, GOOG up 29% and MSFT up 30%. ➡️On the call, I'll be listening for updates on how they will monetize a proprietary (yet to be released) model that goes beyond Llama.➡️Also, has there been any uptake on the new glasses? I think the answer is growing off a small base.Source: Gene Munster"
datetime: "2026-01-28T17:11:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000430944.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000430944.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000430944.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# $Meta Platforms(META.US) earnings tonight key poin…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**