CLAIM #41914 · Meta Platforms Inc. (META) · 2025Q2 earnings call · Jul 30, 2025 · due Dec 31, 2026
“We expect the introduction of ads and status will be gradual over the course of this year and next, with low levels of expected ad supply initially.”
Susan Li · CFO
How to check this claim
Look at: Ad supply/impression contribution from WhatsApp Status and Channels ads to Meta's total impression and revenue growth
It came true if: WhatsApp ads and status remain a non-meaningful contributor to total impression/revenue growth (company characterizes rollout as gradual/low ad supply) through the end of 2026, per management commentary
Where: Management commentary on quarterly earnings calls and shareholder letters (Meta Q3 2025 through Q4 2026 calls)
In context
“at the time and place they are most relevant to people. In Q2, we also began introducing ads within Feed on Threads and the Updates tab of WhatsApp, which is a separate space away from people's chats. As of May, advertisers globally can now run video and image ads to Threads users in most countries, including the United States. While ad supply remains low and Threads is not expected to be a meaningful contributor to overall impression growth in the near term, we are optimistic about the longer-term opportunity with Threads as the community and engagement grow and monetization scales. On WhatsApp, we are rolling out ads in status and channels, along with channel subscriptions in the Updates tab to help businesses reach the more than 1.5 billion daily actives who visit that part of the app. We expect the introduction of ads and status will be gradual over the course of this year and next, with low levels of expected ad supply initially. We also expect WhatsApp ads and status to earn a lower average price than Facebook or Instagram ads for the foreseeable future, due in part towards WhatsApp skew toward lower monetizing markets, and more limited information that can be used for targeting. Given this, we do not expect ads and status to be a meaningful contributor to total impressions or revenue growth for the next few years. The second part of increasing monetization efficiency is improving marketing performance. There are three areas of this work that I'll focus on today, improving our ad systems, advancing our ads products, including by building tools that assist in ads creation and evolving our ads platform to drive results that are optimized for each business' objectives. First is our ad systems where we're innovating”
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SEC filings for META ↗ · Claim quote is verbatim from the 2025Q2 earnings call.