Meta Platforms(US:META) ZACKS·2026-01-23 15:15Core Viewpoint - Analysts expect Meta Platforms (META) to report quarterly earnings of $8.15 per share, reflecting a year-over-year increase of 1.6%, with revenues projected at $58.4 billion, up 20.7% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.3% in the last 30 days, indicating a reassessment by covering analysts [1][2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [2] Revenue Projections - Revenue from Reality Labs is expected to be $917.35 million, a decrease of 15.3% year-over-year [4] - Revenue from the Family of Apps (FoA) is projected to reach $57.50 billion, an increase of 21.6% from the prior year [4] - Advertising revenue is anticipated to be $56.85 billion, reflecting a 21.5% increase year-over-year [5] - Other revenue is estimated at $724.10 million, showing a year-over-year increase of 39.5% [5] Geographical Revenue Insights - Advertising revenue from the US & Canada is expected to be $25.58 billion, up 21.9% from the previous year [5] - Advertising revenue from Europe is projected at $14.02 billion, indicating a 25.7% increase year-over-year [6] - Revenue from the Rest of the World is expected to reach $7.21 billion, reflecting a 23.1% increase [6] User Metrics - Family daily active people (DAP) is projected to reach 3.57 billion, up from 3.35 billion year-over-year [7] - The estimated headcount is 78,863, compared to 74,067 in the previous year [7] - Average Revenue Per Person (ARPP) is expected to be $16.19, compared to $14.25 in the same quarter last year [8] Stock Performance - Meta Platforms shares have decreased by 3% in the past month, while the Zacks S&P 500 composite has increased by 0.6% [8]