META Meta Platforms (META) Q3 FY25 earnings call
Meta delivered robust Q3 FY25 results, driven by strong ad revenue and user engagement across its Family of Apps, particularly in video and AI-powered ad tools. The company is aggressively front-loading investments in AI infrastructure and talent to pursue superintelligence, anticipating significant CapEx and expense growth in 2026. While new products like AI glasses show promise, the focus remains on leveraging AI to enhance core business profitability and explore new product opportunities.
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META operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | This call Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Daily active people (DAP) | 3.4B+Our community keeps growing with more than 3.4 billion people now using at least one of our apps each day.Source: earnings call transcript | 3.5BWe had another strong quarter with 3.5 billion people using at least one of our apps every day.Source: earnings call transcript | 3.5B+We ended 2025 strong with more than 3.5 billion people now using at least one of our apps every day.Source: earnings call transcript | — | 3.6BWe had a strong quarter for our community and business with 3.6 billion people using at least one of our apps each day.Source: earnings call transcript | — | — |
| Monthly active users (MAU) Threads | 350M+Threads now also has more than 350 million monthly actives and continues to be on track to become our next major social app.Source: earnings call transcript | — | — | — | 500M+Threads crossed 500 million monthly actives, making it the fastest-growing conversation app ever.Source: earnings call transcript | — | — |
| Monthly active users (MAU) Meta AI | <1BAcross our apps, there are now almost 1 billion monthly actives using Meta AI.Source: earnings call transcript | 1B+More than 1 billion monthly actives already use Meta AI and we see usage increase as we improve our underlying models.Source: earnings call transcript | — | — | — | — | — |
| Employees | 76.8K+We ended Q1 with over 76,800 employees, up 4% quarter-over-quarter.Source: earnings call transcript | 78.4K+We ended Q3 with over 78,400 employees, up 8% year-over-year, driven by hiring in priority areas of monetization, infrastructure, Reality Labs, Meta Superintelligence Labs as well as regulation and compliance.Source: earnings call transcript | 78.8K+We ended Q4 with over 78,800 employees, up 6% year-over-year.Source: earnings call transcript | 77.9K+We ended Q1 with over 77,900 employees, down 1% from Q4 as the impact of headcount optimization efforts in certain functions was partially offset by hiring in priority areas of monetization and infrastructure.Source: earnings call transcript | 75K+We ended Q2 with over 75,000 employees, down 3% from Q1.Source: earnings call transcript | 66K+We ended Q3 with over 66,000 employees, down 12% from Q2 following the May 2026 head count reduction.Source: earnings call transcript | — |
| Daily active people (DAP) Family of Apps | 3.4B+Our community across the Family of Apps continues to grow, and we estimate more than 3.4 billion people used at least one of our Family of Apps on a daily basis in March.Source: earnings call transcript | 3.5B+Our community across the family of apps continues to grow, and we estimate more than 3.5 billion people used at least 1 of our family of apps on a daily basis in September.Source: earnings call transcript | 3.5B+Our community across the Family of Apps continues to grow, and we estimate more than 3.5 billion people used at least one of our Family of Apps on a daily basis in December.Source: earnings call transcript | 3.56BWe estimate 3.56 billion people used at least one of our family of apps on a daily basis in March, which declined slightly from December due to Internet disruptions in Iran and a restriction on access to WhatsApp in Russia.Source: earnings call transcript | — | 3.64BOur family of apps is now used by 3.64 billion people each day, and we are seeing all-time highs and engagement on both Facebook and Instagram, driven by strong growth in video.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.