Meta Platforms (META) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Meta Platforms reported $47.52 billion in revenue for Q2 2025, a year-over-year increase of 21.6%, with an EPS of $7.14 compared to $5.16 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $47.52 billion surpassed the Zacks Consensus Estimate of $44.84 billion, resulting in a surprise of +5.96% [1] - EPS of $7.14 exceeded the consensus estimate of $5.83, delivering a surprise of +22.47% [1] - Family daily active people (DAP) reached 3.48 billion, slightly above the estimated 3.45 billion [4] - Headcount was reported at 75,945, slightly below the average estimate of 76,249 [4] Revenue Breakdown - Average Revenue Per Person (ARPP) was $13.65, exceeding the estimate of $12.85 [4] - Advertising Revenue in the US & Canada was $20.05 billion, surpassing the estimate of $19.59 billion, with a year-over-year change of +20.8% [4] - Advertising Revenue in Europe reached $11.37 billion, exceeding the estimate of $10.52 billion, reflecting a year-over-year change of +24.4% [4] - Revenue from the Rest of the World was $6.25 billion, above the estimate of $6.04 billion, with a year-over-year increase of +24.1% [4] - Revenue from the US & Canada was $20.37 billion, exceeding the estimate of $19.36 billion, with a year-over-year change of +20.9% [4] - Advertising Revenue from the Rest of the World was $6 billion, slightly above the estimate of $5.89 billion, with a year-over-year change of +23% [4] - Revenue from Reality Labs was $370 million, below the estimate of $395.82 million, but still showing a year-over-year increase of +4.8% [4] - Revenue from the Family of Apps (FoA) was $47.15 billion, exceeding the estimate of $44.46 billion, with a year-over-year change of +21.8% [4] - Total Advertising Revenue was $46.56 billion, surpassing the estimate of $43.94 billion, reflecting a year-over-year change of +21.5% [4] - Other Revenue was reported at $583 million, exceeding the estimate of $492.61 million, with a significant year-over-year increase of +49.9% [4] Stock Performance - Meta Platforms' shares returned -2.6% over the past month, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]