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Meta Platforms Inc. · Big Tech (Ads/Social)

Wed, April 29, 2026·After Market Close

MetaMETAAdvertisingAICapExBig TechEarnings

01Wall Street Consensus

EPS$5.27

Revenue$55.45B

EPS$10.44+98%

Revenue$56.31B+1.6%

After-Hours ReactionAH -6.15%

EPS $10.44 — beat consensus $5.27 by +98%, includes one-time $8.03B tax benefit (normalized EPS ~$7.31, still big beat)
Revenue $56.31B — beat consensus $55.45B by +1.6%, +33% YoY (fastest quarterly growth since 2021)
Operating margin 41% — strong margin maintained
Net income $26.77B (+61% YoY)
Family DAP (Daily Active People) 3.56B
Ad impressions +19% YoY, average price per ad +12% YoY
Q2 revenue guide $58-61B (above consensus $58.5B)
**FY2026 CapEx guide $115-135B → $125-$145B (+$10B raise)** — components + data center costs
FY2026 total expenses $162-169B

Detail

Actual EPS vs Consensus — Green Beat · Red Miss

Beat13

Miss1

Beat rate93%

Detail

Beat13Miss1Beat률 93%

분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출

컨센서스 대비 실제 EPS/매출 서프라이즈 (%)

Sector Deep Dive

02Earnings Results

EPS$10.44+98%

Revenue$56.31B+1.6%

After-Hours ReactionAH -6.15%

EPS $10.44 — beat consensus $5.27 by +98%, includes one-time $8.03B tax benefit (normalized EPS ~$7.31, still big beat)
Revenue $56.31B — beat consensus $55.45B by +1.6%, +33% YoY (fastest quarterly growth since 2021)
Operating margin 41% — strong margin maintained
Net income $26.77B (+61% YoY)
Family DAP (Daily Active People) 3.56B
Ad impressions +19% YoY, average price per ad +12% YoY
Q2 revenue guide $58-61B (above consensus $58.5B)
**FY2026 CapEx guide $115-135B → $125-$145B (+$10B raise)** — components + data center costs
FY2026 total expenses $162-169B