Meta Beats Q3 2026 Expectations and Announces Higher Spending on AI

Meta Platforms announced its third-quarter 2026 results, beating analysts' expectations on earnings and revenue, with revenue reaching $64.6 billion and earnings per share at $3.83. The company said it sees additional advertising revenue from its AI investments, a point that matters to investors because it relates to the return on this spending.

AI-written summary of 7 sources; every verified point is backed by a verbatim quote. How Iyan works

• Meta's earnings beat analysts' expectations by a surprise of 13.50%, and its revenue beat by 1.88%.

  «delivered earnings and revenue surprises of +13.50% and +1.88%, respectively, for the quarter ended September 2026»

  Yahoo Finance
• Meta said its AI investments are generating tangible additional advertising revenue and improving engagement and recommendations.

  «substantial incremental advertising revenue" from its AI investments that are leading to "stronger engagement, better recommendations, and more efficient monetization.»

  MarketWatch
• Mark Zuckerberg said Muse accounts have exceeded 10 million.

  «Zuckerberg says Muse accounts have topped 10 million»

  Associated Press News
• Investors focused on capital expenditure guidance for 2027, returns from AI, and adoption of the Muse assistant.

  «Investors will focus on Meta’s 2027 capital expenditure (CapEx) guidance, AI monetization and adoption of its Muse AI assistant.»

  TheStreet

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