META Meta Platforms (META) Q4 FY25 earnings call
Meta Platforms closed Q4 FY25 with robust performance across its Family of Apps, fueled by AI-driven ad performance and user engagement. The company is accelerating its AI investments, focusing on personal super intelligence, next-generation recommendation systems, and significant infrastructure build-out. While navigating substantial expense growth and compute capacity constraints, Meta aims to deliver new AI products and transform internal productivity, positioning itself for future product cycles.
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META operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | This call 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.