Meta Platforms Inc Stock Price, News & Analysis

Meta (NASDAQ: META) announced that Chief Financial Officer Susan Li will participate in the Goldman Sachs Communacopia and Technology Conference on September 9, 2025 at 9:30 a.m. Pacific Time. The company will provide a live audio webcast and replay on their investor relations website.

Meta also reminded investors that material non-public information is disclosed through their investor relations website, corporate website, and CEO Mark Zuckerberg's social media accounts on Facebook, Instagram, and Threads.

Meta (NASDAQ: META) reported outstanding Q2 2025 financial results, with revenue reaching $47.52 billion, up 22% year-over-year. The company achieved a significant 38% increase in operating income to $20.44 billion, with operating margin expanding to 43%.

Key metrics showed strong growth with Family daily active people (DAP) reaching 3.48 billion, up 6% YoY. Ad impressions increased 11% while average price per ad rose 9%. The company returned substantial capital to shareholders through $9.76 billion in share repurchases and $1.33 billion in dividends.

Looking ahead, Meta expects Q3 2025 revenue of $47.5-50.5 billion and has narrowed its 2025 expense guidance to $114-118 billion. The company anticipates significant infrastructure investments in 2026, with 2025 capital expenditures projected at $66-72 billion.

Meta Platforms (NASDAQ: META) has scheduled its second quarter 2025 financial results announcement for Wednesday, July 30, 2025, after market close. The company will host a conference call at 2 p.m. PT / 5 p.m. ET on the same day to discuss the results.

Investors can access the live webcast, earnings release, financial tables, and slide presentation through Meta's Investor Relations website at investor.atmeta.com. A replay and conference call transcripts will be available at the same website following the event.

The company also disclosed that it uses Mark Zuckerberg's social media accounts (Facebook, Instagram, and Threads) and corporate websites as official channels for material non-public information disclosure in compliance with Regulation FD.

Meta (NASDAQ:META) has signed four new clean energy agreements with Invenergy, adding 791 megawatts (MW) of solar and wind energy capacity to support its data center operations and AI initiatives. This nearly doubles their previous partnership, bringing the total to 1,800 MW.

The new agreements include four facilities across Ohio, Arkansas, and Texas, with operations expected to begin between 2027-2028. The largest facility, Yellow Wood Solar Energy Center in Ohio, will provide 300 MW of capacity. The electricity will be delivered to local grids, with Meta receiving clean energy credits for the new generation capacity.

Integral Ad Science (IAS) has launched new AI-powered contextual category reporting for Meta Platforms, enhancing measurement capabilities across Facebook and Instagram Feed and Reels. The solution expands IAS's Total Media Quality (TMQ) offering, providing advertisers with detailed brand safety and suitability measurement through frame-by-frame analysis of video images, audio, and text. The new reporting aligns with IAS's Content Block List optimization solution and offers over 46 contextual categories available in 34 languages. Key features include greater transparency in content adjacency, measurement reporting parity with Content Block Lists, and expanded categories covering topics like Politics, Natural Disasters, and Religion. This launch builds on IAS's previous developments, including Content Block Lists introduction in October 2024 and misinformation category expansion in April 2024.

Scale AI announced a major investment from Meta Platforms that values the company at over $29 billion. The deal includes an expanded commercial partnership to accelerate Scale's data solutions deployment. Scale's founder and CEO Alexandr Wang is joining Meta's AI team while remaining on Scale's Board. Jason Droege, Scale's Chief Strategy Officer who joined in September 2024, has been appointed Interim CEO. The investment proceeds will be used to accelerate innovation, strengthen partnerships, and provide liquidity to Scale shareholders. Meta will hold a minority stake, while Scale maintains its independence as an AI solutions provider. The company will continue its partnerships with AI labs, enterprises, and governments to deliver data and technology solutions.

Meta Platforms (META) has announced its quarterly cash dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be paid on June 26, 2025, to shareholders who are registered as stockholders by the close of business on June 16, 2025.

Leading proxy advisors ISS and Glass Lewis have recommended Meta (NASDAQ: META) shareholders vote FOR Proposal 8, a JLens-sponsored shareholder proposal aimed at combating hateful content. The proposal, titled "Report on Hate Targeting Marginalized Communities," requests Meta to prepare a detailed report on its policies, practices, and effectiveness in addressing hate content, particularly focusing on antisemitism, anti-LGBTQ+, and anti-disability hate across Facebook and Instagram. The proposal comes after Meta's Oversight Board questioned the company's rollback of content moderation policies in April 2025. The report would evaluate moderation adequacy, enforcement mechanisms, user protection, ad policies, and transparency efforts, with findings to be made public within one year.

Meta reported strong Q1 2025 financial results with revenue reaching $42.31 billion, up 16% year-over-year. The company's net income surged 35% to $16.64 billion, with earnings per share of $6.43.

Key highlights include a growing user base of 3.43 billion daily active people, a 5% increase in ad impressions, and a 10% rise in average price per ad. Meta AI reached nearly 1 billion monthly active users.

Looking ahead, Meta expects Q2 2025 revenue between $42.5-45.5 billion and has lowered its full-year expense outlook to $113-118 billion. However, the company faces regulatory challenges in the EU regarding its subscription model, which could impact European business significantly by Q3 2025.