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"Detailed Meta Platforms Q3 2025 Financial Results $META (Fiscal Quarter Ended September XX 2025) Net Sales (Revenue) $XXXXX billion (+26% YoY from $40.59B; beat consensus estimate of $50.3B; driven by +14% ad impressions and +10% average ad price) Cost of Revenue $XXXXX billion (+20% YoY; primarily data center and infrastructure costs) Total Costs and Expenses $XXXXX billion (+32% YoY; reflects AI investments and headcount growth) Operating Income $XXXXX billion (+35% YoY; operating margin of XXXX% up from XXXX% YoY) Net Income (Profit GAAP) $XXXX billion (-87% YoY due to $15.93B one-time"
X Link @obienu59136 2025-11-01T11:57Z 1185 followers, XX engagements
"$META CEO @finkd cited massive compute demand Q3 2025 vs Q3 2024 Revenue $51.24B vs $40.59B +26% (+$10.65B) EPS $XXXX vs $XXXX XX% (+$1.22) Operating Income $20.54B vs $17.50B+17% (+$3.04B) XX% growth at this SIZE what AI bubble Have many companies seen this kind of growth at this size And Mark Zuckerbeg highlighted a recurring challenge: despite "aggressive" planning for AI infrastructure demand for compute capacity has consistently outpaced supply. He noted "To date we keep on seeing this pattern where we build some amount of infrastructure to what we think is an aggressive assumption and"
X Link @MikeLongTerm 2025-10-30T13:03Z 17.2K followers, 3525 engagements
"📊 $META reports strong Q3 earnings: EPS $XXXX vs $XXXX est. (+8.45%) Last year $XXXX (+20.23%) Revenue $51.24B vs $49.39B est. (+3.75%) Last year $40.59B (+26.25%) Another impressive quarter showing continued growth in both earnings and revenue"
X Link @QuantData 2025-10-29T20:10Z 43.9K followers, 3589 engagements