As Denzel Washington might say, “There are two kinds of analysis in this world. Analysis that hurts. Analysis that alters.” Today, we’ll be looking at the latter. Meta Platforms (META) will be releasing its third-quarter earnings report on Wednesday after the closing bell. Analysts anticipate adjusted earnings per share to land at $6.66 on revenue of $49.41 billion. While there have been some patchy performances in 2022 and 2023, for the most part, Meta has been firing on all cylinders. More News from Ba ...

Core Insights - Temenos, a banking software company, raised its 2025 outlook and reported third quarter earnings that exceeded market expectations [1] Financial Performance - The company reported third quarter earnings that were ahead of market expectations [1] Strategic Developments - Temenos is currently in the process of searching for a new chief executive [1]

Core Points - A Dutch court has mandated Meta Platforms to simplify the process for Facebook and Instagram users to opt out of algorithmically curated timelines by the end of the year [1] Group 1 - The court ruling emphasizes the need for user-friendly options regarding algorithmic content curation on Meta's platforms [1] - This decision reflects growing regulatory scrutiny over social media companies and their content management practices [1] - Meta is required to comply with the ruling, which may impact user engagement and advertising strategies [1]

I guess I'm just wondering why why why are you playing here and why are you competing here. Meta obviously is a market leader here with the Ray-B bands and there's rumors that Apple is going to come after that. So So why Snap.>> Well, 11 years ago we invented all sorts of things that really changed the way that people use their phones and we think made technology a lot more human. Whether that was opening to the camera instead of a feed, whether it was ephemeral messaging to make conversations feel much mor ...

Core Insights - Meta Platforms is set to report its Q3 earnings on October 29, 2025, with expectations of strong performance driven by significant investments in AI [1][6] - The company has a solid track record of beating Wall Street expectations, having outperformed estimates for eleven consecutive quarters [7][8] Financial Performance - Year-to-date, META shares have gained approximately 26% in 2025, and nearly 200% over the past five years [2] - Zacks Consensus estimates project Q3 revenue of $49.45 billion and EPS of 6.61, reflecting a year-over-year EPS growth of 9.62% [3][5] - The average post-earnings move for META has been 5.28%, with the options market implying a potential move of +/- 7.1% following the upcoming earnings report [2] Sales and Earnings Estimates - Current quarter (Q3 2025) sales estimates range from a low of $48.98 billion to a high of $50.97 billion, with a year-over-year growth estimate of 21.83% [4] - For the current year (2025), total sales are expected to reach $196.14 billion, with a growth estimate of 19.23% [4] Capital Expenditure and AI Investments - Meta is projected to spend approximately $70 billion on capital expenditures (CAPEX) in 2025, with expectations for this to increase to $100 billion in 2026 as the company invests heavily in AI infrastructure [10][12] - The effectiveness of these AI investments is a key focus for investors, particularly regarding their impact on advertising revenue and user engagement [12][13] Key Drivers to Watch - Advertising revenue remains the most critical metric for Meta, as it constitutes the majority of the company's earnings [12] - Investors will be monitoring CAPEX spending to ensure it does not adversely affect free cash flow and margins [13] - The impact of AI on user engagement, especially through features like Instagram Reels, is another important trend to observe [13]

Key Takeaways META is on the reporting docket this week. Ad results will be key. Shares have outperformed the S&P 500 YTD. It’s an action-packed week concerning earnings, with the reporting docket dominated by several Mag 7 members.Among the bunch is beloved Meta Platforms (META) , whose shares have outperformed nicely in 2025, gaining 26% compared to the S&P 500’s 18% gain. The stock also sports a favorable Zacks Rank #2 (Buy), with near-term EPS expectations remaining bullish.  Image Source: Zacks Investm ...

Meta (META) will report its third quarter earnings after the bell on Wednesday as the company continues its AI spending spree. The social media giant previously said it would spend $72 billion in 2025 building out its AI infrastructure and hiring AI specialists, up from an initial estimate of $65 billion. So far, that’s included investing $14.3 billion in Scale AI (SCAI.PVT) and hiring its CEO as chief AI officer; plowing at least $1.5 billion into a new data center in El Paso, Texas; and entering into a ...

Meta Platforms (NASDAQ:META), the parent company of Facebook, is set to report its third-quarter earnings on Wednesday, October 29th, after the closing bell. Analysts on consensus expect the tech giant to report earnings per share of $6.66 on revenue of $49.39B, a more ...

Market Overview - The US stock market continued to rise on October 28, with the Dow and Nasdaq slightly up, while the S&P 500 approached breakeven as investors awaited earnings reports from major tech companies and the Federal Reserve's two-day meeting [2][4] - Major tech companies including Microsoft, Alphabet, Meta, Amazon, and Apple, which account for about a quarter of the S&P 500's weight, are set to report earnings this week, with a focus on capital expenditure expectations [3] Capital Expenditure Insights - Analysts predict that combined capital expenditures for Microsoft, Alphabet, Amazon, and Meta will reach $360 billion in the current fiscal year, with a significant portion related to artificial intelligence [3] - This figure is expected to rise to nearly $420 billion next year, indicating a strong investment trend in AI technologies [3] Nvidia's Investment in Nokia - Nvidia announced a $1 billion equity investment in Nokia, marking a significant endorsement of Nokia's shift from mobile network equipment to an AI-focused strategy [6] - Nokia will issue approximately 166 million new shares at $6.01 each, resulting in Nvidia holding a 2.9% stake in the company [6] - Nvidia's chips will be utilized to enhance Nokia's software for 5G and 6G networks, while Nvidia will explore integrating Nokia's data center technology into its AI infrastructure [6] Nokia's Stock Performance - Following the announcement of Nvidia's investment, Nokia's stock surged nearly 20% [7]

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar recently. A caller’s top five holdings were Meta, Microsoft, Walmart, Valero, and AbbVie, and they asked if their portfolio is diversified or not. In response, Cramer said: “Okay, so Valero, the margins are really good right now with oil versus gasoline. So I think Valero’s going to work big. That’s next week. AbbVie has made every single quarter in the last two years. It’s been remarkable. I think it goes to 250. Walmart goes b ...