🔹 Revenue: $47.52B (Est. $44.83B) 🟢; UP +22% YoY
🔹 EPS: $7.14 (Est. $5.89) 🟢; UP +38% YoY
🔹 OI: $20.44B (Est. $17.24B) 🟢; UP +38% YoY
🔹 FY25 CapEx: $66B–$72B (Prior: $64B–$72B; Est. $67.8B)
Guide:
🔹 Q3 Revenue: $47.5B–$50.5B (Est. $46.2B) 🟢
🔹 FY25 Total Expenses: $114B–$118B (Prior: $113B–$118B)
Q2 Segment:
🔹 Advertising Revenue: $46.56B (Est. $44.07B) 🟢
🔹 Family of Apps Revenue: $47.15B (Est. $44.40B) 🟢
🔹 Family of Apps Operating Income: $24.97B (Est. $22.16B) 🟢
🔹 Reality Labs Revenue: $370M (Est. $386M) 🔴
🔹 Reality Labs Operating Loss: ($4.53B) (Est. Loss $4.86B) 🟢
Other Metrics:
🔹 Daily Active People (DAP): 3.48B; UP +6% YoY
🔹 Ad Impressions: UP +11% YoY
🔹 Avg. Price per Ad: UP +9% YoY
🔹 Headcount: 75,945; UP +7% YoY
🔹 CapEx: $17.01B
🔹 Free Cash Flow: $8.55B
🔹 Share Repurchases: $9.76B
🔹 Dividend & Equivalents: $1.33B
🔹 Cash & Equivalents: $47.07B
Commentary:
🔸 “We’ve had a strong quarter both in terms of our business and community.” – CEO Mark Zuckerberg
🔸 “Excited to build personal superintelligence for everyone in the world.”
🔸 FY expense guidance narrowed; expecting 20–24% YoY growth
🔸 FY26 expense growth likely higher due to infra and compensation
🔸 FY26 CapEx expected to grow again to support AI scaling
🔸 Regulatory risk in EU could materially impact revenue this year
