The corporate posted fourth quarter income of $59.9 billion, up 24% 12 months over 12 months, and full-year income of $201.0 billion, up 22%. Diluted EPS for the quarter got here in at $8.88, whereas free money circulate totaled $14.1 billion. Promoting remained the engine: advert impressions rose 18% 12 months over 12 months within the quarter, whereas common value per advert elevated 6%.
Every day energetic individuals throughout Meta’s Household of Apps averaged 3.58 billion, up 7% from a 12 months earlier, reinforcing the sturdiness of its world engagement base. Nevertheless, Actuality Labs continued to weigh on outcomes, posting a $6.0 billion working loss within the quarter.
Meta returned vital capital to shareholders, repurchasing $26.3 billion of inventory and paying $5.3 billion in dividends throughout 2025. On the identical time, it’s getting ready traders for a pointy rise in spending. The corporate guided 2026 capital expenditures to $115 billion to $135 billion, largely tied to AI knowledge middle enlargement.
“We had sturdy enterprise efficiency in 2025,” famous CEO Mark Zuckerberg. “I’m wanting ahead to advancing private superintelligence for individuals world wide in 2026.”
Microsoft’s cloud engine accelerates
Microsoft’s fiscal 2026 second-quarter earnings strengthened its standing because the enterprise spine of the AI transition. Income rose 17% 12 months over 12 months to $81.3 billion, whereas working earnings elevated 21% to $38.3 billion. GAAP diluted EPS climbed 60% to $5.16.
