Meta Jumps on Q2 Earnings Beat: ETFs to Tap

Core Insights - Meta Platforms reported better-than-expected Q2 2025 results, with adjusted earnings per share at $7.14, surpassing estimates of $5.83, and a 38% increase year-over-year [2][4] - Revenue grew 22% year-over-year to $47.5 billion, exceeding the estimated $44.84 billion [2][4] - Meta's shares rose 12.1% in after-market trading, reaching new all-time highs due to strong performance in advertising and user growth [1][2] Financial Performance - Adjusted earnings per share of $7.14, up 38% from the previous year [2] - Revenue of $47.5 billion, a 22% increase year-over-year [2] - Projected revenues for Q3 are between $47.5 billion and $50.5 billion [4] User Growth - Global daily active users increased by 6% year-over-year to 3.48 billion across Meta's platforms [4] AI Advancements - Growth attributed to AI advancements in advertising, with over 4 million advertisers using AI-powered Advantage+ campaigns, achieving a 22% improvement in returns [3] - Plans to enable brands to fully create and target ads using AI by the end of 2026 [3] Capital Expenditure - Capital expenditure guidance for 2025 raised to $66-$72 billion, reflecting aggressive investments in AI infrastructure and talent [5] - Significant investments in building large-scale AI data centers, including the Hyperion facility [5] ETF Opportunities - Investors are encouraged to consider ETFs with significant allocations to Meta, including Global X PureCap MSCI Communication Services ETF (GXPC), Vanguard Communication Services ETF (VOX), and others [2][6][7][10][11] - Meta occupies top positions in various ETFs, with share allocations ranging from 18.1% to 28.4% [6][7][10][11]