Meta (Meta) will publish its profits from the fourth quarter after the Bell on Wednesday, and analysts and investors will seek signs that the massive expenses of the company of the company continue to bear fruit.
Last week, CEO Mark Zuckerberg announced that Meta was planning Spend between $ 60 billion and $ 65 billion On IA infrastructure projects throughout 2025, including the construction of a data center which, according to the executive, is so large that its imprint will cover a large part of Manhattan.
This represents a huge increase from one year to capital expenses for Meta. The company had previously projected $ 38 billion to $ 40 billion in capital spending in 2024, against prior estimates from 37 billion to $ 40 billion.
Meta’s shares have increased by 65% in the last 12 months.
In the fourth quarter, Meta should declare a profit per share of $ 6.75 on a turnover of $ 46.9 billion, according to Bloomberg Data. This represents the $ 5.33 out of 40.1 billion dollars that the company said during the same period last year. Analysts also expect a considerable increase from one year to Meta advertising revenues from one year, from $ 38.7 billion in the fourth quarter to 45.6 billion dollars.
At least part of this increase comes from advertisers and users who benefit and access to Meta AI services. Advertisers can use the AI offered via Meta to quickly create ads, while users interfaced with company AI via their bob flows.
Meta also announced on Friday that he would start testing announcements on his rivals X. Although he is not as tall as Facebook, Instagram or Whatsapp, the threads could always give an increase in overall income if the advertising plans for advertising plans Meta for the platform take place.
In a note of investors, Jefferies analyst, Brent Thill, said that he provided that Meta will bring back solid figures during the quarter thanks to his heavy AI investments.
“Overall, we continue to be encouraged by Meta’s ability to maintain (two -digit) growth, given the combination of a higher commitment from IA investments, of the Increased efficiency of advertisers and the ramp of incremental monetization formats (for example WhatsApp & Llama), “wrote Thill.
Meta pays money into his AI efforts to make sure that he beats rivals like Microsoft supported by Microsoft (Msft) OPENAI and Google (Goog,, Googl) and supported by Amazon (Amzn) Anthropic. Zuckerberg’s announcement came after Openai, Oracle (Orcl), and SoftBank announced a Joint venture called Stargate ProjectWhich, according to the trio, will spend up to $ 500 billion to build AI data centers in the United States.
Meta also continues to wait for President Trump’s efforts to keep Tiktok operational. The platform was briefly offline on January 19 before Trump guaranteed that he issued an executive decree reducing the application of a law that would effectively prohibit application in the United States.