“We don't expect that the genAI work is going to be a meaningful driver of revenue this year or next year.”

How to check this claim

Look at: Revenue attributable to generative AI products/work, as disclosed or characterized by management

It came true if: Management characterizes genAI-related revenue as immaterial/non-meaningful to total revenue through FY2026; a miss would be genAI revenue being described as a meaningful/material driver in FY2025 or FY2026

Where: Company earnings calls and 10-K/quarterly disclosures (management commentary on revenue drivers) through FY2026

Verify independently

SEC filings for META ↗ · Claim quote is verbatim from the 2025Q2 earnings call.