Group 1: Meta Platforms - Meta's fourth-quarter revenue increased by 24% year over year to $59.9 billion, driven by an 18% rise in ad impressions and a 6% increase in average ad price [3] - The first-quarter revenue outlook for Meta is projected between $53.5 billion and $56.5 billion, indicating a potential 30% year-over-year growth compared to last year's $42.3 billion [4] - Meta plans to invest significantly in 2026, with capital expenditures expected to be between $115 billion and $135 billion, and total expenses projected at $162 billion to $169 billion, primarily driven by AI investments [5][6] Group 2: Netflix - Netflix's fourth-quarter revenue rose by 17.6% year over year to $12.1 billion, with the company surpassing 325 million paid memberships during the quarter [7]