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On Meta\u2019s 4th quarter earnings call, CEO Mark Zuckerberg predicted his company would experience a \u201cmajor AI acceleration\u201d in 2026 as it races to catch up after falling behind Google, OpenAI and Anthropic in leading AI models in 2025.\u00a0<\/p>\n
It has plenty of money to make that happen: The company beat Q4 expectations, delivering $59.89 billion in revenue, compared to consensus analyst estimates of $58.41 billion. Earnings per share came in at $8.88 ,versus expectations for $8.19.<\/p>\n
And the company made clear spending will continue to be massive. Meta forecast its capital expenditures could rise to as much as $135 billion this year, nearly double the $72 billion it reported in 2025, as it unveiled its most radical AI spending plans to date, largely driven by increased investment in AI infrastructure costs and talent.\u00a0<\/p>\n
In comments on the earnings call, Zuckerberg harked back to last summer, when he rebuilt the foundations of Meta\u2019s AI program, bringing in Scale CEO Alexandr Wang to head up Meta Superintelligence Labs.\u00a0<\/p>\n
Over the coming months, he said, Meta would start shipping AI models and products. \u201cI expect our first models will be good, but more importantly, they will show the rapid trajectory that we\u2019re on,\u201d he said. \u201cAnd then I expect us to steadily push the frontier over the course of the year, as we continue to release new models.\u201d\u00a0<\/p>\n
The goal? Zuckerberg again made clear that it is \u201cpersonal superintelligence.\u201d<\/p>\n
\u201cWe\u2019re starting to see the promise of AI that understands our personal context, including our history, our history, our interests, our content and our relationships,\u201d he said. \u201cA lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.\u201d\u00a0<\/p>\n
In addition, he said the company is working on merging LLMs with Meta\u2019s recommendation systems on its platforms, including Facebook, Instagram and Threads. \u201cWe think that the current systems are primitive compared to what will be possible soon,\u201d he said. \u201cSoon, we\u2019ll be able to understand people\u2019s unique personal goals and tailor feeds to show each person content that helps them improve their lives in the ways that they want.\u201d\u00a0<\/p>\n
Zuckerberg also predicted that in the near future, new immersive and interactive formats will be possible only because of AI advances. \u201cToday, our apps feel like algorithms that recommend content,\u201d he said. \u201cSoon, you\u2019ll open our apps and you\u2019ll have an AI that understands you and also happens to be able to show you great content or even generate great personalized content for you.\u201d<\/p>\n
Glasses, he said, are \u201cthe ultimate incarnation of this vision,\u201d pointing out that sales of Meta\u2019s Ray-Ban glasses more than tripled last year and that investment in the company\u2019s Reality Labs will mostly go towards glasses and wearables.\u00a0<\/p>\n
The biggest spend, however, will be in infrastructure. He touted the recently announced Meta Compute organization, saying he believed being the most efficient company in building infrastructure for AI will become a strategic advantage.\u00a0<\/p>\n
Finally, Zuckerberg announced that Meta is investing in AI tools for its workforce, saying the company will elevate individual contributors and flatten teams. \u201cOur north star is building the best place for individuals to make a massive impact,\u201d he said, pointing out that what many big teams at Meta are doing can now be accomplished by \u201ca single, very talented person.\u201d<\/p>\n<\/div>\n
#Meta #earnings #beat #Zuckerberg #predicts #billion #spending<\/p>\n","protected":false},"excerpt":{"rendered":"
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