Meta Platforms reports Q2 results on Wednesday after market close. Expectations are high: due to Bloomberg analysts forecast USD 44.8 billion in revenue (up 14.7% YoY) and USD 5.88 earnings per share. Meta has consistently beaten estimates — 11 straight quarters on revenue, 9 on earnings.
Advertising remains Meta’s core strength, contributing nearly all of its revenue. Analysts expect AI-driven ad tools to support continued growth. Platforms like Threads (now at 350 million users) offer new monetization potential.
However, the spotlight is on AI spending. Meta recently raised its 2025 capex forecast to $68 billion, and further increases are possible. CEO Mark Zuckerberg speaks of “hundreds of billions” in AI investment over time. Initiatives like the Meta Superintelligence Lab and a USD 14.3B investment in Scale AI show how serious Meta is.
The key question: Can strong ad growth offset rising AI costs? Investors will be watching for signs of early AI monetization and updated expense guidance.
Meta stock is up 40% since April lows and trades at USD 700, just below its all-time high. With high expectations priced in, any earnings surprise could trigger sharp moves—especially relevant for short-term traders using Mini Futures.
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