META Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $6.70 |
| EPS actual | $7.31 |
| EPS Surprise | 9.10% |
| Revenue estimate | 55.557B |
| Revenue actual | 56.311B |
| Revenue Surprise | 1.36% |
| Release date | Jan 28, 2026 |
| EPS estimate | $8.19 |
| EPS actual | $8.88 |
| EPS Surprise | 8.42% |
| Revenue estimate | 58.33B |
| Revenue actual | 59.893B |
| Revenue Surprise | 2.68% |
| Release date | Oct 29, 2025 |
| EPS estimate | $6.72 |
| EPS actual | $7.25 |
| EPS Surprise | 7.89% |
| Revenue estimate | 49.508B |
| Revenue actual | 51.242B |
| Revenue Surprise | 3.50% |
| Release date | Jul 30, 2025 |
| EPS estimate | $5.88 |
| EPS actual | $7.14 |
| EPS Surprise | 21.43% |
| Revenue estimate | 44.821B |
| Revenue actual | 47.516B |
| Revenue Surprise | 6.01% |
Last 4 Quarters for META
Below you can see how META performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $695.21 |
| EPS estimate | $5.88 |
| EPS actual | $7.14 |
| EPS surprise | 21.43% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $714.80 |
| Jul 25, 2025 | $712.68 |
| Jul 28, 2025 | $717.63 |
| Jul 29, 2025 | $700.00 |
| Jul 30, 2025 | $695.21 |
| Jul 31, 2025 | $773.44 |
| Aug 01, 2025 | $750.01 |
| Aug 04, 2025 | $776.37 |
| Aug 05, 2025 | $763.46 |
| 4 days before | -2.74% |
| 4 days after | 9.82% |
| On release day | 11.25% |
| Change in period | 6.81% |
| Release date | Oct 29, 2025 |
| Price on release | $751.67 |
| EPS estimate | $6.72 |
| EPS actual | $7.25 |
| EPS surprise | 7.89% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $734.00 |
| Oct 24, 2025 | $738.36 |
| Oct 27, 2025 | $750.82 |
| Oct 28, 2025 | $751.44 |
| Oct 29, 2025 | $751.67 |
| Oct 30, 2025 | $666.47 |
| Oct 31, 2025 | $648.35 |
| Nov 03, 2025 | $637.71 |
| Nov 04, 2025 | $627.39 |
| 4 days before | 2.41% |
| 4 days after | -16.53% |
| On release day | -11.33% |
| Change in period | -14.52% |
| Release date | Jan 28, 2026 |
| Price on release | $668.73 |
| EPS estimate | $8.19 |
| EPS actual | $8.88 |
| EPS surprise | 8.42% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $647.63 |
| Jan 23, 2026 | $658.76 |
| Jan 26, 2026 | $672.36 |
| Jan 27, 2026 | $672.97 |
| Jan 28, 2026 | $668.73 |
| Jan 29, 2026 | $738.31 |
| Jan 30, 2026 | $716.50 |
| Feb 02, 2026 | $706.41 |
| Feb 03, 2026 | $691.70 |
| 4 days before | 3.26% |
| 4 days after | 3.43% |
| On release day | 10.40% |
| Change in period | 6.80% |
| Release date | Apr 29, 2026 |
| Price on release | $669.12 |
| EPS estimate | $6.70 |
| EPS actual | $7.31 |
| EPS surprise | 9.10% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $659.15 |
| Apr 24, 2026 | $675.05 |
| Apr 27, 2026 | $678.62 |
| Apr 28, 2026 | $671.34 |
| Apr 29, 2026 | $669.12 |
| Apr 30, 2026 | $611.91 |
| May 01, 2026 | $608.75 |
| May 04, 2026 | $610.41 |
| May 05, 2026 | $604.96 |
| 4 days before | 1.51% |
| 4 days after | -9.59% |
| On release day | -8.55% |
| Change in period | -8.22% |
META Earnings Call Transcript Summary of Q1 2026
Key points for investors: Meta reported a strong Q1 2026 with total revenue of $56.3B (up 33% YoY; 29% constant currency) and family of apps revenue of $55.9B. Ad impressions grew 19% and average price per ad rose 12% YoY. User engagement trends were broadly positive: ~3.56B daily users (slight decline due to Iran/Russia disruptions), Instagram Reels time spent +10% from ranking improvements, and Facebook video time +8% QoQ. Meta launched its Muse family (MuSpark) and upgraded Meta AI; usage and sessions for Meta AI increased meaningfully post-launch. Business AI traction is accelerating (business AIs facilitating >10M weekly conversations, up from 1M at start of year). Family of Apps other revenue grew strongly (+74%), driven by WhatsApp paid messaging and subscriptions; Quest headset sales declined, partly offset by rapidly growing AI glasses (daily users tripled YoY). Operating income was $22.9B (41% margin); net income was $26.8B ($10.44/share) but included an $8.03B tax benefit—adjusted net income would be $18.7B ($7.31/share). Q1 expenses rose 35% (infrastructure and AI talent), headcount ~77,900 (-1% Q/Q). Free cash flow $12.4B; cash & marketable securities $81.2B; debt $58.7B. Management raised full-year CapEx guidance to $125–$145B (from $115–$135B) citing higher component costs and infrastructure needs; Q2 revenue guide $58–$61B. Company highlighted large new infrastructure commitments (multiyear cloud and procurement deals driving a $107B step-up in contractual commitments) and reiterated focus on efficiency, product monetization (ads & commerce), and building personal and business agents as long-term growth drivers. Management warned of legal/regulatory risks (U.S./EU) that could materially impact results.
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