Meta Blows Past Expectations with Soaring AI Bets and Strong Q2

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•  30 Jul 2025
 

•   META  
   
  +11.87%

Facebook crushed its Q2 earnings estimates, reporting a profit of $7.14 per share and revenue of $47.5 billion, blowing past analysts' expectations of $5.89 EPS and $44.83 billion in revenue. After-hours, the stock surged over 10% as investors digested not only a strong quarter, but a bullish outlook.

Advertising revenue, Meta core business engine, reached $46.5 billion, well ahead of the forecasted $44.07 billion. Even its Reality Labs division, which focuses on VR and AR, posted a smaller-than-expected loss of $4.5 billion (vs. $4.8 billion expected), signaling disciplined innovation.

But the real story? Meta’s massive bet on AI is unfolding rapidly and powerfully.

In the last few weeks alone, Meta recruited some of the brightest minds in artificial intelligence, including Shengjia Zhao, a key player behind ChatGPT at OpenAI, and Roaming Fang, previously Apple’s head of foundation models. It also invested $14.3 billion in Scale AI, and hired tech visionaries like Alexandr Wang, Nat Friedman, and Daniel Gross to lead its Superintelligence Lab.

Founder Mark Zuckerberg isn't just hiring talent, he’s building the physical muscle too. Meta is reportedly pouring hundreds of billions into next-gen data centers across the U.S., including one called Hyperion, designed to handle up to 5 gigawatts of power capacity.

And the outlook? Meta expects Q3 revenue between $47.5 billion and $50.5 billion, well above the $46.2 billion consensus. That signals management’s confidence in the company’s growth trajectory, despite macro uncertainties or AI competition.

Meta isn’t just in the AI race, it’s leading it. With explosive top-line growth, visionary hiring, and massive infrastructure bets, $META is positioning itself as the tech titan to watch in the age of artificial intelligence.