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Meta Platforms, Inc.

Q2 FY26Interactive Media and Services

Meta Platforms, Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Meta Platforms, Inc. Q2 FY26 key numbers

Revenue
Expansion of AI-driven business tools leading to increased advertiser engagement; over 8 million advertisers using AI ad creative tools.

As stated in Meta Platforms, Inc.'s Q2 FY26 earnings call transcript · published 29 May 2026. Reported figures, not investment advice.

Price₹612
Market cap₹15.5L Cr
P/E22.3

The short version

- Continuing strong growth in AI glasses sales, with a shift to newer models featuring enhanced capabilities (Page 9). - The company expects operating income in 2026 to be above 2025 levels (Page 6).

From Meta Platforms, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

  • Continuing strong growth in AI glasses sales, with a shift to newer models featuring enhanced capabilities (Page 9).
  • Q2 2026 revenue guidance between $58 billion to $61 billion, with a 2% tailwind from foreign currency (Page 6).
  • Family of Apps Q1 revenue up 33% YoY, driven by increased daily active users and ad impressions (Page 3).
  • Expansion of AI-driven business tools leading to increased advertiser engagement; over 8 million advertisers using AI ad creative tools (Page 5).
  • Business AI conversations growing rapidly, from 1 million to over 10 million weekly, with plans for further global expansion (Pages 5 and 8).
  • Commerce partnerships ads product revenue run rate doubled YoY to $10 billion; affiliate programs being expanded (Page 5).

2 more points from Meta Platforms, Inc.'s call on revenue

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Profitability & Margins

See what Meta Platforms, Inc. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

See what Meta Platforms, Inc. said on capital expenditure plans — free account, 30 seconds.

Fundraising & Capital Structure

See what Meta Platforms, Inc. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

See what Meta Platforms, Inc. said on order book & pipeline — free account, 30 seconds.

What the Q2 FY26 call signalled

1 of 2 strong

MarginMargins steady
CapexCapex planned

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What Meta Platforms, Inc.'s management said in earlier quarters

Earlier calls (2)

Others in Interactive Media and Services this season

  • Pinterest, Inc. (Q2 FY26)

    Pinterest, Inc. Q2 FY26 quarterly results analysis. Q2 revenue growth guidance is 14%-16% year-over-year, roughly consistent with Q1 on a constant currency basi

  • Reddit, Inc. (Q2 FY26)

    Reddit, Inc. Q2 FY26 quarterly results analysis. Q2 2026 revenue expected between $715M and $725M, reflecting 43%-45% YoY growth (midpoint ~44%). Market Cap $32

  • Baidu, Inc. (Q2 FY26)

    Baidu, Inc. Q2 FY26 quarterly results analysis. Baidu expects broad monetization growth driven by AI agents and applications focused on productivity gains, time

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Frequently Asked Questions

What were Meta Platforms, Inc. Q2 FY26 results?

- Continuing strong growth in AI glasses sales, with a shift to newer models featuring enhanced capabilities (Page 9). - The company expects operating income in 2026 to be above 2025 levels (Page 6).

What is Meta Platforms, Inc. share price analysis?

Meta Platforms, Inc. currently shows a neutral. The stock trades at a P/E of 22.3 with a market cap of $1,554,378. Investors should review the full earnings analysis for detailed insights.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.