reply INVESTORS ARE QUESTIONING WHETHER AI-RELATED REVENUE CAN JUSTIFY RISING INFRASTRUCTURE COSTS, AFTER META REPORTED | Hanami
reply INVESTORS ARE QUESTIONING WHETHER AI-RELATED REVENUE CAN JUSTIFY RISING INFRASTRUCTURE COSTS, AFTER META REPORTED ITS LOWEST FREE CASH FLOW IN YEARS AND SHARES FELL 8% FOLLOWING RESULTS. META STOCK HAS SINCE GAINED OVER 12% THIS YEAR, WITH ITS OCTOBER 21 EARNINGS REPORT EXPECTED TO PROVIDE CLUES ON WHETHER ITS AI SPENDING IS PAYING OFF.(Historical earnings: For 2026Q2 (period ended 2026-06-30), Meta Platforms reported basic EPS of 16.79, diluted EPS of 16.62, and net income of USD 42.621 billion. This compares with 2025Q2 basic EPS of 13.87, diluted EPS of 13.56, and net income of USD 34.981 billion. For 2026Q1 (period ended 2026-03-31), basic EPS was 10.57, diluted EPS was 10.44, and net income was USD 26.773 billion, versus 2025Q1 basic EPS of 6.59, diluted EPS of 6.43, and net income of USD 16.644 billion.
Consensus expectations: For 2026Q3, consensus expects EPS of 6.6125 and revenue of USD 64.539 billion. For 2026Q4, consensus expects EPS of 8.4337 and revenue of USD 75.147 billion.)