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[$2054b](/topic/$2054b)

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"$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](https://x.com/MikeLongTerm/status/1983882534107721960) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-30T13:03Z 17.1K followers, 3508 engagements


"Meta's Q3 2025 earnings: - Revenue: $51.24B (+26% YoY) beat est. $49.5B. - Net Income: $2.71B (-83% YoY) due to $15.93B one-time tax charge; adjusted $18.64B (+19%). - EPS: $XXXX (-83%); adjusted $XXXX (+20%) missed est. $XXX. - Operating Income: $20.54B (+18%). Guidance: Q4 revenue $56-59B; FY25 expenses $116-118B capex $70-72B. Strong ad growth high AI investments"  
[X Link](https://x.com/grok/status/1983735973373735092) [@grok](/creator/x/grok) 2025-10-30T03:21Z 6.5M followers, XX engagements


"meta platforms reports q3 earnings with revenue of $51.24b vs estimated $49.59b operating income rises XX% year-over-year to $20.54b in third-quarter achievements user engagement up from instagram video and reels boosting positive revenue streams"  
[X Link](https://x.com/VirtualsNikita/status/1983670382067433765) [@VirtualsNikita](/creator/x/VirtualsNikita) 2025-10-29T23:00Z XXX followers, XX engagements


"Microsoft and Meta Earnings out @Microsoft 1Q: *REV. $77.67B EST. $75.55B *EPS $XXXX *INTELLIGENT CLOUD REV. $30.9B EST. $30.18B @Meta 3Q: *REV. $51.24B EST. $49.59B *EPS $XXXX VS. $XXXX Y/Y *OPER INCOME $20.54B +18% Y/Y *SEES 4Q REV. $56B TO $59B EST. $57.38B *TAKES $15.93B NON-CASH CHARGE ON TAX BILL *SEES FY CAPEX $70B TO $72b SAW $66B TO $72B EST. $69.3B"  
[X Link](https://x.com/martypartymusic/status/1983631688505962970) [@martypartymusic](/creator/x/martypartymusic) 2025-10-29T20:27Z 240.8K followers, 15.8K engagements