MAAT INDEX

CLAIM #42004 · Meta Platforms Inc. (META) · 2025Q4 earnings call · Jan 28, 2026 · due Mar 31, 2026

we expect there could be some headwinds from our introduction of the revised, less personalized ads offering in the EU that begins rolling out later in Q1.

Susan Li · CFO

PENDING
graded after results covering Mar 31, 2026 are reported

In context

nces that we believe that we should be building for people. But yeah, I mean, I think it's quite important. Otherwise, we wouldn't be so focused on this. We're clearly extremely focused on this. Susan Li: On your second question, you know, interestingly, a year ago on this call, I think I talked about the set of investments we were making in 2025. As part of our 2025 budgeting process. Across our ads performance and organic engagement initiatives. You know, and those investments low the levels in Q1, for a few reasons. First, we would expect that currency tailwinds will dissipate later in the year based on current rates. Second, we'll be lapping stronger periods of growth later in the year that benefited from our 2025 ad performance investments and the strong macro landscape. And finally, we expect there could be some headwinds from our introduction of the revised, less personalized ads offering in the EU that begins rolling out later in Q1. But, again, similar to '25, we feel good about the process by which we identified opportunities with attractive ROIs and funded them as part of our budget to support, you know, key initiatives across our ranking and recommendation systems and to increase the capacity efficiency of our models, all of which are key to sort of driving growth for us. Krista: Your next question comes from the line of Mark Stephen Mahaney with Evercore. Please go ahead. Mark Stephen Mahaney: Okay. Two questions, please. Meta AI, any update on what you're seeing there in terms of engagement and usage and do you think you're just starting to be able to apply improvements to that specific functionality? And then just real quickly on share repurchase Susan, I don't think you bought any stock back in the quarter. It

Verify independently

SEC filings for META · Claim quote is verbatim from the 2025Q4 earnings call.