Revenue Growth Driven by Advertising
META's revenue increased by 21.6% year-over-year, primarily due to higher advertising demand and improved ad targeting capabilities.
Source: 10-Q, Revenue Section
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
META reported strong financial performance in Q2 FY2025 with significant growth in revenue and net income, driven by increased operational efficiency and strategic investments.
Revenue
$47.52B
+21.61% YoY
EPS (Diluted)
$7.14
+38.37% YoY
Operating Income
$20.44B
+37.68% YoY
Source: SEC XBRL
Meta Platforms (META) reported Q2 FY2025 revenue of $47.52B, up 21.6% year over year. Operating margin was 43.0%, up 5.0 points from 38.0% a year earlier. META's fiscal Q2 FY2025 corresponds to calendar Q2 2025.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 6.18 | 7.36 | Miss -16.0% |
| Mar 2026 | 7.31 | 6.92 | Beat +5.6% |
| Dec 2025 | 8.88 | 8.40 | Beat +5.7% |
| Sep 2025 | 7.25 | 6.82 | Beat +6.2% |
Compiled by AI from this SEC filing
META's revenue increased by 21.6% year-over-year, primarily due to higher advertising demand and improved ad targeting capabilities.
Source: 10-Q, Revenue Section
R&D expenses rose by 22.8%, reflecting META's commitment to innovation and development of new technologies.
Source: 10-Q, R&D Expense Section
Despite a 16.2% increase in the cost of revenue, META maintained a strong operating margin of 43%, highlighting effective cost management strategies.
Source: 10-Q, Cost of Revenue Section
Compiled by AI from this SEC filing · 1 high, 2 medium, 0 low
META's primary revenue source is advertising, making it vulnerable to fluctuations in advertising budgets and market conditions.
Source: 10-Q, Revenue Section
Ongoing regulatory scrutiny and potential changes in data privacy laws could impact META's operations and financial performance.
Source: 10-Q, Regulatory Section
Rapid technological changes require continuous innovation, posing a risk if META fails to adapt quickly.
Source: 10-Q, R&D Section
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 47.52 $B | 39.07 $B | +21.61% |
Cost of Revenue $B | 8.49 $B | 7.31 $B | +16.19% |
Operating Income $B | 20.44 $B | 14.85 $B | +37.68% |
Net Income $B | 18.34 $B | 13.47 $B | +36.18% |
EPS (Basic) $ | 7.28 $ | 5.31 $ | +37.10% |
EPS (Diluted) $ | 7.14 $ | 5.16 $ | +38.37% |
R&D Expense $B | 12.94 $B | 10.54 $B | +22.82% |
Answers draw on this SEC filing and the data on this page
Meta's Q2 2026 revenue surged 28% on robust advertising growth, but soaring AI spending and a $2.40 billion legal charge caused operating income to fall 8% and net income to drop 14%.
Meta reported a strong Q1 2026 with revenue surging 33.1% YoY to $56.3B and net income jumping 60.9% to $26.8B, driven by robust advertising demand, though R&D spending soared 45.7% and long-term debt more than doubled as the company aggressively invests in AI and infrastructure.
Meta Platforms delivered record revenue of $201.0B in FY2025, up 22.2% YoY, driven by strong advertising growth and expanding operating leverage, though net income dipped 3.1% to $60.5B as R&D spending surged 30.8% to $57.4B reflecting massive AI and metaverse investments.
Other companies in Interactive Media & Services