Selina Odedra @Gr33nTrader: "Meta Platforms Q1'26 Earnings Highlights 🔹..."

United Kingdom

Meta Platforms Q1'26 Earnings Highlights 🔹 Revenue: $56.31B (Est. $55.36B-$55.5B) 🟢; UP +33% YoY 🔹 EPS: $10.44 (Est. $6.67) 🟢; UP +62% YoY 🔹 OI: $22.87B (Est. $19.4B) 🟢; UP +30% YoY 🔹 FY26 CapEx: $125B-$145B (Prior: $115B-$135B; Consensus: ~$125B) 🔹 DAP: 3.56B; UP +4% YoY Guide: 🔹 Q2 Revenue: $58B-$61B (Est. $59.5B) 🟡 🔹 FY26 Total Expenses: $162B-$169B; unchanged from prior outlook 🔹 FY26 Operating Income: Expected above 2025 operating income 🔹 FY26 Tax Rate: 13%-16% for remaining quarters Q1 Segment: 🔹 Advertising Revenue: $55.02B (Est. $54.4B) 🟢; UP +33% YoY 🔹 Family of Apps Revenue: $55.91B; UP +33% YoY 🔹 Family of Apps Operating Income: $26.90B; UP +24% YoY 🔹 Reality Labs Revenue: $402M; DOWN -2% YoY 🔹 Reality Labs Operating Loss: ($4.03B) (Est. Loss ~$5.0B) 🟢 Other Metrics: 🔹 Ad Impressions: UP +19% YoY 🔹 Avg. Price per Ad: UP +12% YoY 🔹 Headcount: 77,986; UP +1% YoY 🔹 CapEx: $19.84B 🔹 Operating Cash Flow: $32.23B 🔹 Free Cash Flow: $12.39B 🔹 Dividend & Equivalents: $1.35B 🔹 Cash, Equivalents & Marketable Securities: $81.18B Financials: 🔹 Costs & Expenses: $33.44B; UP +35% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $26.77B; UP +61% YoY 🔹 Income Tax Benefit: $8.03B 🔹 EPS Impact From Tax Benefit: $3.13 🔹 Long-Term Debt: $58.75B CEO Commentary: 🔸 “We had a milestone quarter with strong momentum across our apps and the release of our first model from Meta Superintelligence Labs.” 🔸 “We're on track to deliver personal superintelligence to billions of people.” 🔸 FY26 CapEx outlook increased to $125B-$145B, reflecting higher component pricing and additional data center costs to support future year capacity 🔸 Meta continues to monitor active legal and regulatory matters, including EU and U.S. headwinds that could significantly impact business and financial results $META (Meta Platforms Inc) $NSDQ100 $QQQ (Invesco QQQ)

Not investment advice. The author may have financial interests in the mentioned instruments.

3 Mentioned

META

Meta Platforms Inc

NSDQ100

NASDAQ100 Index (Non Expiry)

QQQ

Invesco QQQ

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