谷歌之后 Meta 接棒，Q2营收475亿同比增22%，小扎砸2亿抢AI人才

Core Insights - Meta reported exceptional financial results for Q2 2025, with total revenue of $47.52 billion, a 21.6% increase year-over-year, significantly surpassing market expectations of $44.83 billion [2][3] - The company's net profit reached $18.34 billion, up 38.6% from $13.47 billion in the same quarter last year, leading to a post-earnings surge of 11.5% in stock price [2][6] Financial Performance - Total revenue for Q2 2025 was $47.52 billion, compared to $39.07 billion in Q2 2024, marking a 21.6% increase [2][3] - Net profit for the quarter was $18.34 billion, up from $13.47 billion, reflecting a 38.6% growth [2][3] - Earnings per share (EPS) increased to $7.14 from $5.16, a 38% rise year-over-year [2][3] Advertising Revenue - Meta's advertising revenue for Q2 2025 was $46.56 billion, exceeding Wall Street's forecast of $44.07 billion, with a projected annual advertising revenue of $160.63 billion for 2024, representing a 22% year-over-year growth [2][4] - The increase in advertising revenue is attributed to higher ad prices and the potential impact of AI [2][6] Reality Labs Performance - Reality Labs, Meta's virtual reality division, reported revenue of $370 million in Q2 2025, a 5% increase year-over-year, despite a decline in Quest sales [6] - The operating loss for Reality Labs was $4.53 billion, which is a slight improvement compared to previous quarters [6] AI Strategy and Talent Acquisition - CEO Mark Zuckerberg has prioritized AI as a strategic focus, aiming to recruit around 50 experts and offering substantial compensation packages to attract top talent [7][8] - Meta established the "Meta Super Intelligence Lab" to consolidate its AI initiatives and has made significant investments in AI infrastructure, including a $14.3 billion acquisition of a stake in Scale AI [8][9] Future Outlook - Meta has raised its capital expenditure forecast for 2025 to between $66 billion and $72 billion, reflecting ongoing investments in AI and related technologies [8] - Zuckerberg envisions a future of "personal superintelligence," emphasizing the role of advanced AI in enhancing human creativity and community engagement [9]