Meta (META) Q1 2026 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Globe and Mail, The
Chief Executive Officer — Mark Elliot Zuckerberg Chief Financial Officer — Susan Li TAKEAWAYS Daily Active People (DAP) -- 3.5 billion in March, with a slight sequential decline attributed to Internet disruptions in Iran and WhatsApp access restrictions in Russia. Total Revenue -- $56.3 billion, up 33%, or 29% on a constant currency basis. Family of Apps Ad Revenue -- $55.0 billion, up 33%, with constant currency growth at 29%. Ad Impressions -- Increased 19%, driven by engagement, user growth, and ad load optimizations. Average Price per Ad -- Rose 12%, enabled by improved ad performance, favorable macro conditions, and currency tailwinds, partially offset by impression growth in lower-monetizing regions. Family of Apps Other Revenue -- $885 million, up 74%, primarily driven by WhatsApp paid messaging and subscriptions. Reality Labs Revenue -- $402 million, down 2% due to lower Quest headset sales, partially offset by strong AI glasses growth. Total Expenses -- $
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News
- Meta's AI investments are costing way more than VR, and investors aren't happy about it [Yahoo! Finance]Yahoo! Finance
- Meta is still burning money on AR/VR [Yahoo! Finance]Yahoo! Finance
- Meta chief Zuckerberg doubles down on AI spending [Yahoo! Finance]Yahoo! Finance
- Highlights from Meta's earnings call [Yahoo! Finance]Yahoo! Finance
- Meta is still burning money on AR/VR [TechCrunch]TechCrunch
META
Earnings
- 4/29/26 - Beat
META
Sec Filings
- 4/29/26 - Form 4
- 4/29/26 - Form 8-K
- 4/28/26 - Form PX14A6G
- META's page on the SEC website