Meta Platforms Inc Stock Price, News & Analysis

Meta Platforms (Nasdaq: META) has announced a 5% increase in its quarterly cash dividend for Q1 2025. The company's board of directors has declared a dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be payable on March 26, 2025 to stockholders of record as of the close of business on March 14, 2025.

Meta (META) reported strong Q4 and full-year 2024 financial results. Q4 revenue reached $48.39 billion, up 21% year-over-year, while full-year revenue grew 22% to $164.50 billion. Net income for Q4 increased 49% to $20.84 billion, with diluted EPS of $8.02.

Family daily active people (DAP) grew 5% to 3.35 billion in December 2024. Ad impressions increased 6% in Q4, with average price per ad up 14%. The company's operating margin improved to 48% in Q4 2024 from 41% in Q4 2023.

For Q1 2025, Meta expects revenue between $39.5-41.8 billion, representing 8-15% growth. Full-year 2025 expenses are projected at $114-119 billion, with capital expenditures expected in the range of $60-65 billion, primarily focused on infrastructure and AI development.

Circus SE has announced plans to acquire FullyAI, a leading European Agentic AI company whose clients include Meta Platforms and Ford Motor Company. The acquisition aims to integrate FullyAI's autonomous AI Agent technology with Circus' Physical AI applications, particularly its CA-1 food-service robot.

FullyAI specializes in developing AI Agents that guide users through complex service processes, representing the next evolution beyond traditional AI models like ChatGPT. The integration is expected to enhance human-AI interactions in labor-intensive industries.

The deal aligns with Circus' recent announcement of global mass production for its CA-1 robotics system. The company currently has a backlog of over 8,600 units from international clients, representing potential annual recurring software revenues of EUR 1.1 billion. The acquisition could further expand Circus' recurring software and AI revenues.

Meta Platforms (META) has announced it will release its fourth quarter and full year 2024 financial results after market close on Wednesday, January 29, 2025. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET on the same day to discuss the results.

The earnings call can be accessed via live webcast on Meta's Investor Relations website (investor.fb.com), where the earnings release, financial tables, and slide presentation will also be available. Conference call transcripts with equity research analysts will be posted to the investor website following the call.

Meta has announced the election of three new directors to its board: Dana White (UFC President and CEO), John Elkann (Exor CEO), and Charlie Songhurst (technology investor). CEO Mark Zuckerberg highlighted their expertise will help Meta address opportunities in AI, wearables, and human connection.

White brings extensive experience in brand building and sports management, having led UFC to become a global powerhouse broadcasting to over 975 million households. Elkann, as CEO of Exor and Executive Chair of Ferrari and Stellantis, brings global business leadership and investment expertise. Songhurst, who currently invests in over 500 startups globally, contributes significant experience in enterprise SaaS, AI, and deep tech from his previous role as Microsoft's Head of Global Corporate Strategy.

Meta highlights its commitment to sustainable data centers and renewable energy initiatives. The company has matched 100% of its annual electricity use with new renewable energy since 2020, contracting over 12 GW of renewable energy globally. Through partnerships with utilities and developers, Meta has enabled significant renewable energy projects, including a 150 MW geothermal power project and multiple solar installations.

By 2025, Meta's wind and solar projects will have supported $14.2 billion in capital investment throughout the US and created 74,000 jobs over 10 years. Currently, 88 of 117 projects in their portfolio are operational. The company maintains net zero emissions in global operations, having reduced emissions by 94% from 2017 baseline.

Meta Platforms (Nasdaq: META) has announced its quarterly cash dividend declaration. The company's board of directors has approved a dividend of $0.50 per share for both Class A and Class B common stock. The dividend will be paid on December 27, 2024, to stockholders who are on record as of the close of business on December 16, 2024.

Meta has signed four contracts with Invenergy for 760 MW of clean energy, bringing their total clean energy procurement to over 1 GW. The Environmental Attribute Purchase agreements (EAPAs) involve four solar facilities across the US: Hardin II Solar (150 MW, Ohio), Delilah II Solar (150 MW, Texas), Tip Top Solar (110 MW, New Mexico), and Chalk Bluff Solar (350 MW, Arkansas), with expected commercial operations between 2024 and 2027.

The electricity will be delivered to local grids, enhancing regional reliability while Meta receives clean energy credits for the new generation capacity. This initiative supports Meta's commitment to power all operations with 100% clean energy.

Meta has announced a commitment to invest at least $35 million in carbon removal projects over the next year, aligning with the U.S. Department of Energy's Carbon Dioxide Removal Purchasing Challenge. This initiative supports Meta's goal to achieve net zero emissions across its value chain by 2030.

The commitment matches the DOE's own pledge to advance atmospheric carbon dioxide removal technologies. Meta emphasizes that while reducing greenhouse gas emissions remains their primary strategy, they will support both nature-based and technological carbon removal solutions for residual emissions. The company aims to help scale the carbon removal market and reduce associated technology costs.