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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Meta Platforms, Inc. (META) is 8/10.
Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement. Business AI adoption grew 10x in one quarter while the MuSpark model launch powered Meta AI at scale. Operating margin held at 41% despite aggressive investment, with CapEx raised to $125-$145 billion on higher component costs.
Scored from Meta Platforms, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $48.38B | +20.6% | $8.02 | +50.5% | 48.3% | 43.1% | $13.56B |
| FY2025 Q1 | $42.31B | +16.1% | $6.43 | +36.5% | 41.5% | 39.3% | $11.09B |
| FY2025 Q2 | $47.52B | +21.6% | $7.14 | +38.4% | 43.0% | 38.6% | $9.02B |
| FY2025 Q3 | $51.24B | +26.2% | $1.05 | -82.6% | 40.1% | 5.3% | $11.17B |
| FY2025 Q4 | $59.89B | +23.8% | $8.87 | +10.6% | 41.3% | 38.0% | $14.83B |
| FY2026 Q1 | $56.31B | +33.1% | $10.44 | +62.4% | 40.6% | 47.5% | $13.23B |
| FY2026 Q2 | $60.80B | +28.0% | $6.18 | -13.4% | 30.9% | 26.1% | $1.75B |
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