MAAT INDEX

CLAIM #42005 · Meta Platforms Inc. (META) · 2025Q4 earnings call · Jan 28, 2026 · due Dec 31, 2026

we would expect that currency tailwinds will dissipate later in the year based on current rates.

Susan Li · CFO

CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
we would expect that currency tailwinds will dissipate later in the year based on current rates.
Reported
Our guidance assumes foreign currency is an approximately 2% tailwind to year-over-year total revenue growth based on current exchange rates.

How to check this claim

Look at: Foreign exchange impact on year-over-year total revenue growth, as disclosed quarterly

It came true if: FX tailwind (reported positive currency impact on YoY revenue growth) in H2 2026 quarters is smaller than the FX tailwind reported in Q1 2026

Where: Company-disclosed revenue growth commentary / CFO remarks in quarterly earnings press release or call (FX impact on revenue growth)

In context

that helps to shape the future of these products. So that, I think, is it's going to be, I think, important from a business perspective, and I think it's just important from, like, a creative and mission perspective to be able to actually design and build the experiences 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

Verify independently

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