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Meta's Subscription Push Across Three Apps Reveals Fear of AI-Driven Ad Revenue Disruption
247Wallst· 2026-01-28 18:41
Meta's simultaneous subscription testing across Instagram, Facebook, and WhatsApp isn't about innovation. It's about insurance. The world's most profitable advertising machine doesn't diversify revenue streams when the core business is thriving. Meta Platforms (NASDAQ:META) generated a 40.1% operating margin in Q3 2025, with revenue of $51.24 billion growing 26.2% year-over-year. Trailing twelve-month earnings per share reached $22.61. The subscription push reveals three pressure points. First, AI-driven ad ...
Meta’s Subscription Push Across Three Apps Reveals Fear of AI-Driven Ad Revenue Disruption
Yahoo Finance· 2026-01-28 18:41
Quick Read Meta (META) is testing subscriptions across Instagram, Facebook and WhatsApp despite 40.1% operating margins. Meta generated $51.24B revenue in Q3 2025. AI-driven ad targeting is cannibalizing Meta’s advertising effectiveness. Meta’s EPS dropped 38% in 2022 from iOS privacy changes. Meta committed $6B to Corning fiber and 1.2 gigawatt Oklo nuclear for infrastructure supporting a non-existent business model. Investors rethink ‘hands off’ investing and decide to start making real money M ...