AI REVENUE WARS ● 2026-10-30

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Meta (consolidated)

public · META · SEC filings · Advertising & search

Segments and product lines: Meta advertising

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (51)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-07-01→2026-09-30filed revenue$64.60B+26.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2026 · 2026-07-01→2026-09-30capex$33.94B+80.3%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2026-10-22) minus 6-month year-to-date (10-Q filed 2026-07-30).
10-Q
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$60.80B+28.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2026 · 2026-04-01→2026-06-30capex$30.12B+82.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2026-07-30) minus 3-month year-to-date (10-Q filed 2026-04-30).
10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$56.31B+33.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2026-01-01→2026-03-31capex$19.00B+46.8%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$200.97B+22.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$59.89B+23.8%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-01-29) minus nine-month year-to-date revenue (10-Q filed 2025-10-30). Q4 is not filed as a three-month figure.
10-K
Q4 FY2025 · 2025-10-01→2025-12-31capex$21.38B+48.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2026-01-29) minus 9-month year-to-date (10-Q filed 2025-10-30).
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$51.24B+26.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2025 · 2025-07-01→2025-09-30capex$18.83B+128.0%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2025-10-30) minus 6-month year-to-date (10-Q filed 2025-07-31).
10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$47.52B+21.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2025-04-01→2025-06-30capex$16.54B+102.3%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2025-07-31) minus 3-month year-to-date (10-Q filed 2025-05-01).
10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$42.31B+16.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31capex$12.94B+102.2%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$164.50B+21.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$48.38B+20.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-01-30) minus nine-month year-to-date revenue (10-Q filed 2024-10-31). Q4 is not filed as a three-month figure.
10-K
Q4 FY2024 · 2024-10-01→2024-12-31capex$14.43B+90.0%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2025-01-30) minus 9-month year-to-date (10-Q filed 2024-10-31).
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$40.59B+18.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2024 · 2024-07-01→2024-09-30capex$8.26B+27.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2024-10-31) minus 6-month year-to-date (10-Q filed 2024-08-01).
10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$39.07B+22.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2024-04-01→2024-06-30capex$8.17B+33.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2024-08-01) minus 3-month year-to-date (10-Q filed 2024-04-25).
10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$36.45B+27.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2024-01-01→2024-03-31capex$6.40B-6.2%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$134.90B+15.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$40.11B+24.7%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-02-02) minus nine-month year-to-date revenue (10-Q filed 2023-10-26). Q4 is not filed as a three-month figure.
10-K
Q4 FY2023 · 2023-10-01→2023-12-31capex$7.67B-15.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2024-02-02) minus 9-month year-to-date (10-Q filed 2023-10-26).
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$34.15B+23.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2023 · 2023-07-01→2023-09-30capex$6.54B-30.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2023-10-26) minus 6-month year-to-date (10-Q filed 2023-07-27).
10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$32.00B+11.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30capex$6.22B-17.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2023-07-27) minus 3-month year-to-date (10-Q filed 2023-04-27).
10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$28.64B+2.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31capex$6.84B+25.8%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$116.61B-1.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$32.16B-4.5%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-02) minus nine-month year-to-date revenue (10-Q filed 2022-10-27). Q4 is not filed as a three-month figure.
10-K
Q4 FY2022 · 2022-10-01→2022-12-31capex$9.04B+67.5%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2023-02-02) minus 9-month year-to-date (10-Q filed 2022-10-27).
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$27.71B-4.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2022 · 2022-07-01→2022-09-30capex$9.38B+115.7%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2022-10-27) minus 6-month year-to-date (10-Q filed 2022-07-28).
10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$28.82B-0.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2022-04-01→2022-06-30capex$7.57B+63.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2022-07-28) minus 3-month year-to-date (10-Q filed 2022-04-28).
10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$27.91B+6.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2022-01-01→2022-03-31capex$5.44B+26.4%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$117.93B+37.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$33.67B+19.9%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-02-03) minus nine-month year-to-date revenue (10-Q filed 2021-10-26). Q4 is not filed as a three-month figure.
10-K
Q4 FY2021 · 2021-10-01→2021-12-31capex$5.37B+16.4%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2022-02-03) minus 9-month year-to-date (10-Q filed 2021-10-26).
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$29.01B+35.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2021 · 2021-07-01→2021-09-30capex$4.31B+16.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2021-10-26) minus 6-month year-to-date (10-Q filed 2021-07-29).
10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$29.08B+55.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2021 · 2021-04-01→2021-06-30capex$4.61B—verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2021-07-29) minus 3-month year-to-date (10-Q filed 2021-04-29).
10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$26.17B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2021 · 2021-01-01→2021-03-31capex$4.27B—verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q