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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Doug Anmuth | JPMorgan | 13 questions · 15% challenging |
| Brian Nowak | Morgan Stanley | 13 questions · 0% challenging |
| Mark Shmulik | Bernstein | 11 questions · 9% challenging |
| Ken Gawrelski | Wells Fargo | 11 questions · 9% challenging |
| Justin Post | Bank of America | 11 questions · 18% challenging |
| Eric Sheridan | Goldman Sachs | 9 questions · 0% challenging |
| Youssef Squali | Truist Securities | 8 questions · 25% challenging |
| Ron Josey | Citigroup | 7 questions · 14% challenging |
| Ross Sandler | Barclays | 6 questions · 0% challenging |
| Mark Mahaney | Evercore ISI | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 13 questions · 0% challenging |
| JPMorgan | 1 analyst | 13 questions · 15% challenging |
| Bank of America | 1 analyst | 11 questions · 18% challenging |
| Bernstein | 1 analyst | 11 questions · 9% challenging |
| Wells Fargo | 1 analyst | 11 questions · 9% challenging |
| Goldman Sachs | 1 analyst | 9 questions · 0% challenging |
| Truist Securities | 1 analyst | 8 questions · 25% challenging |
| Citigroup | 1 analyst | 7 questions · 14% challenging |
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.
Cloud & AI | Innovation & R&D | Capex Investment | Revenue Growth | Product Launch | Capital Allocation | Margin | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 4 | 3 | 4 | 1 | 2 | |
| 2025Q1 | 7 | 2 | 5 | 2 | 4 | 2 | 2 | 2 |
| 2025Q2 | 5 | 6 | 6 | 2 | 2 | 5 | 2 | 1 |
| 2025Q3 | 4 | 5 | 4 | 7 | 3 | 3 | 4 | 1 |
| 2025Q4 | 5 | 8 | 3 | 4 | 2 | 4 | 3 | 3 |
| 2026Q1 | 9 | 3 | 2 | 3 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 7 | 7 | 5 | 4 | 5 | 9 |
| Innovation & R&D | 6 | 2 | 6 | 5 | 8 | 3 |
| Capex Investment | 4 | 5 | 6 | 4 | 3 | 2 |
| Revenue Growth | 3 | 2 | 2 | 7 | 4 | 3 |
| Product Launch | 4 | 4 | 2 | 3 | 2 | 3 |
| Capital Allocation | 2 | 5 | 3 | 4 | ||
| Margin | 1 | 2 | 2 | 4 | 3 | |
| Competitive Dynamics | 2 | 2 | 1 | 1 | 3 | 3 |
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| 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% | $8.88 | +10.7% | 41.3% | 38.0% | $14.83B |
| FY2026 Q1Selected | $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 |
| FY2026 Q3 | $64.60B | +26.1% | $3.83 | +264.8% | 20.1% | 15.3% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Reported Wednesday, Oct 21. Earnings call pending.
A pre-earnings brief is ready for META: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +33.1% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Meta Platforms, Inc. (META), FY2026 Q1: 8/10. Scores: Meta Platforms, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: META daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What META said about other companies on its FY2026 Q1 call, and what other companies said about META on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Last week, we announced that Meta is deploying millions of Blackwells and Rubin GPUs, NVIDIA CPUs and Spectrum x Ethernet for training and inference.”
Meta committing to millions of NVIDIA GPUs signals a very large AI infrastructure buildout at Meta Superintelligence Labs.
“at Meta, advancements in their GEM model drove a 3.5% increase in ad clicks on Facebook and more than 1% gain in conversations on Instagram, translating into meaningful revenue growth.”
NVIDIA cites Meta's ad-model gains as ROI evidence driving its largest customers to accelerate capex, a positive signal for Meta's ad revenue.
“Many of these open spaces will be filled with a much larger and more comprehensive assortment from Meta.”
Best Buy is dedicating expanded store space to a larger Meta product assortment, a signal on rising Meta hardware (glasses/devices) retail presence.
“We do think we have the best relationship with vendor partners, and our relationship with Meta is phenomenal.”
Best Buy frames Meta as a top vendor partner, particularly around AI glasses, a growth category Best Buy sells and merchandises.
“Meta is our lead partner and co-developer and is working with us on a multi-generation road map to support personal super intelligence for more than 3 billion users.”
Meta is Arm's lead partner and co-developer on the Arm AGI CPU for data-center AI; strong signal on Meta's custom-silicon and superintelligence infrastructure ambitions.
“We are an AI inputs company, and that fact was reflected in our recent deal with Meta, which complements our partnership with OpenAI.”
News Corp signed a content-licensing deal with Meta (complementing its OpenAI partnership), positioning its journalism and archive as an AI input.
“Messaging revenue growth also accelerated in the quarter, aided by strong growth in WhatsApp and RCS.”
Twilio CEO Khozema Shipchandler said strong WhatsApp growth helped accelerate Twilio's messaging revenue, a sign of rising business messaging volume on Meta's WhatsApp.
“We've also been expanding our platform through partnerships with Meta and Google and TikTok and Pinterest and The Trade Desk.”
Instacart routes brands' first-party-data campaigns onto off-platform partners including Meta, tapping incremental ad budgets that flow through Meta's ad platform.
“Meta and Oklo announced plans earlier this year to develop a 1.2-gigawatt advanced nuclear power campus in Ohio.”
Oklo and Meta are jointly developing a 1.2-gigawatt nuclear power campus in Ohio, a signal that Meta is securing large-scale firm clean power for its data-center demand.
“Meta the world's most preeminent social platform began using USDC for creator payouts.”
Meta began using USDC for creator payouts, choosing USDC rather than launching its own stablecoin, a marquee adoption signal.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content appears on Meta.ai, extending Yelp's local data into Meta's AI assistant.
“Last week, we welcomed Amazon, Meta, Microsoft, Salesforce and Stripe as new members to the UCP tech Council.”
Meta joined Google's Universal Commerce Protocol tech council as a new member.
“On Manus, we're still working through the details”
Meta indicates a deal with agentic-AI startup Manus is still being finalized, signaling ongoing interest in Manus's agent technology.
“owns and manages a lot more brands”
An analyst notes Meta's AI-glasses partner Essilor-Luxottica manages many additional eyewear brands, framing headroom for further co-branded glasses launches beyond Ray-Ban and Oakley.
“to complement the new NVIDIA systems that we're rolling out as well”
Meta continues rolling out new NVIDIA systems as its CapEx forecast rises, reinforcing sustained AI-accelerator demand for NVIDIA.
“significant amount of AMD chips to complement the new NVIDIA systems that we're rolling out as well”
Meta is deploying a significant amount of AMD chips as part of its AI infrastructure buildout, a positive demand signal for AMD's data-center GPU business.
“rolling out more than 1 GW of our own custom silicon that we're developing with Broadcom”
Meta is co-developing more than 1 gigawatt of custom AI silicon with Broadcom, a positive signal for Broadcom's custom-silicon franchise as Meta scales its compute efficiency initiative.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| METAMeta Platforms, Inc. | 8 | +33.1% | 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 | |
| EVEREverQuote, Inc. | 8 | +14.5% | EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment | |
| GOOGLAlphabet Inc. | 9 | +21.8% | Cloud Revenue Accelerates Past $20B Milestone | |
| MAXMediaAlpha, Inc. | 8 | +17.3% | MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss | |
| NBISNebius Group N.V. | 8 | +621.5% | Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity | |
| PINSPinterest, Inc. | 8 | +17.8% | Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal | |
| RDDTReddit, Inc. | 9 | +69.1% | Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier | |
| SNAPSnap Inc. | 7 | +12.2% | Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America | |
| SPOTSpotify Technology S.A. | 8 | +8.2% | Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion | |
| YELPYelp Inc. | 6 | +0.8% | Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million |
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
EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment
MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| META | 9 | 9 | 9 | 7 | 7 | 8 |
| EVER | 9 | 9 | 9 | 9 | 9 | 8 |
| GOOGL | 8 | 8 | 8 | 9 | 9 | 9 |
| MAX | 9 | 8 | 9 | 9 | 4 | 8 |
| NBIS | No score | No score | 9 | 8 | 8 | 8 |
| PINS | 9 | 9 | 9 | 9 | 7 | 8 |
| RDDT | 9 | 9 | 9 | 9 | 9 | 9 |
| SNAP | 8 | 6 | 6 | 7 | 8 | 7 |
| SPOT | 9 | 9 | 9 | 8 | 8 | 8 |
| YELP | 8 | 7 | 6 | 6 | 4 | 6 |
Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity
Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal
Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier
Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America
Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion
Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million