Meta beats on Q4 revenue as Mark Zuckerberg predicts a ‘major AI acceleration’ in 2026—with up to $135 billion in capex spending to match

On Meta’s 4th quarter earnings call, CEO Mark Zuckerberg predicted his company would experience a “major AI acceleration” in 2026 as it races to catch up after falling behind Google, OpenAI and Anthropic in leading AI models in 2025. It has plenty of money to make that happen: The company beat Q4 expectations, delivering $59.89 billion in revenue, compared to consensus analyst estimates of $58.41 billion. Earnings per share came in at $8.88 ,versus expectations for $8.19. And the company made clear spe ...