CLAIM #41999 · Meta Platforms Inc. (META) · 2025Q4 earnings call · Jan 28, 2026 · due Mar 31, 2026
“It overall reflects our expectation for a strong quarter of growth. The range embeds an outlook for accelerated growth, and that's really underpinned by the strong demand that we saw through the end of Q4 and continuing into the start of 2026.”
Susan Li · CFO
In context
“good example of you do have a significant number of businesses that already pay a subscription to basically use their tool to accelerate their business results. And integrating that kind of thing into our ads and business manager, so that way we can just offer more integrated solutions for the many, many millions of businesses that use and rely on our platforms is going to be really powerful, both for accelerating their results using the existing products that we have and, I think, adding new lines as well. So, you know, a somewhat high-level answer and I think the picture will become clearer and I think more exciting if we do our jobs well over the course of the year. Susan Li: Brian, on your second question, there's obviously a range of outcomes captured in the Q1 2026 revenue outlook. It overall reflects our expectation for a strong quarter of growth. The range embeds an outlook for accelerated growth, and that's really underpinned by the strong demand that we saw through the end of Q4 and continuing into the start of 2026. Now I will say we also expect foreign currency to be a four-point benefit to year-over-year growth, so that is a three-point larger tailwind than it was in Q4 2025. As we lap the strengthening of the US dollar a year ago. But overall, you know, we see that advertisers are responding to ad performance improvements that we made. They're driving strong conversion growth. We've made a lot of these investments over the course of 2025, including advances to our ads ranking and delivery systems, the more effective redistribution of ad load, new features and ad products, like Advantage Plus, better measurement, and just a lot of great work. That has helped to drive the continued performance of our ads. Krista: Your next question comes from the line of Eric James Sheridan with Goldman Sachs. Pleas”
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SEC filings for META ↗ · Claim quote is verbatim from the 2025Q4 earnings call.