- META Q2: revenue ~$60.8–61.0B (+28% YoY), adj EPS $6.18, $2.4B legal charge, $1.2B severance, FCF ~$784M (-91% YoY). 2026 capex $130–145B; compute ~7GW this year, ~14GW next; Q3 revenue guide $61–64B
- Analysts trimmed Meta Platforms (META) 12-month price targets: Citizens $770, Baird $750, KeyBanc $780, Barclays $780, Evercore $820, TD Cowen $750.
- META to start paid Meta Business Agent on Aug 1; updates on Watermelon AI model and other AI projects; early ad-product metrics improved amid margin and cash-flow pressure.
- Meta CEO Zuckerberg said the company gets offers to buy spare AI compute, still pays for external compute, and is weighing how to monetize and use its internal AI compute capacity.
- Meta Platforms (META): CEO Zuckerberg says WhatsApp is Meta AI's main interaction channel; over 1 million businesses use AI agents weekly on WhatsApp to engage customers and complete sales.
- Nykaa asked to add Meta Platforms Inc Class A (META) to its April 3 copyright suit against Zee, alleging Meta's music license covers only personal, noncommercial use; court may seek mediation.
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Key facts: NASDAQ:META rev ~$60.8–61B; targets cut; paid Agent Aug 1
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META Q2: revenue ~$60.8–61.0B (+28% YoY), adj EPS $6.18, $2.4B legal charge, $1.2B severance, FCF ~$784M (-91% YoY). 2026 capex $130–145B; compute ~7GW this year, ~14GW next; Q3 re