Early Access

10-KPeriod: FY2025

Meta Platforms, Inc. Annual Report, Year Ended Dec 31, 2025

Filed January 29, 2026For Securities:META

Summary

Meta Platforms, Inc. reported strong financial performance for the fiscal year ended December 31, 2025, with total revenue reaching $200.97 billion, a 22% increase year-over-year, primarily driven by advertising revenue. The company saw a 12% increase in ad impressions and a 9% increase in average price per ad. Despite increased operating expenses, particularly in research and development for AI initiatives, income from operations grew by 20% to $83.28 billion. The Reality Labs segment continued to be a significant investment area, reporting an operating loss of $19.19 billion for 2025, a slight increase from the prior year. This segment's performance reflects Meta's ongoing commitment to developing the next computing platform, with a substantial portion of expenses directed towards wearables and VR. Meta Platforms also continued its capital return program, repurchasing $26.26 billion of Class A common stock and paying $5.32 billion in dividends. The company ended the year with a strong liquidity position, holding $81.59 billion in cash, cash equivalents, and marketable securities. Regulatory and legal matters remain a significant focus, with ongoing engagement and potential impacts on operations and financial results.

Financial Statements
Beta
Revenue$200.97B
Cost of Revenue$36.17B
Gross Profit$164.79B
R&D Expenses$57.37B
Operating Expenses$117.69B
Operating Income$83.28B
Interest Expense$1.09B
Net Income$60.46B
EPS (Basic)$23.98
EPS (Diluted)$23.49
Shares Outstanding (Basic)2.52B
Shares Outstanding (Diluted)2.57B

Key Highlights

  • 1Total revenue grew 22% to $200.97 billion, driven by a 22% increase in advertising revenue.
  • 2Family of Apps (FoA) income from operations increased 18% to $102.47 billion, while Reality Labs (RL) reported an operating loss of $19.19 billion.
  • 3Daily active people (DAP) across Meta's Family of Apps increased 7% year-over-year to 3.58 billion on average in December 2025.
  • 4Research and development expenses increased significantly by 31% to $57.37 billion, largely due to investments in AI initiatives.
  • 5Meta repurchased $26.26 billion of its Class A common stock and paid $5.32 billion in dividends and dividend equivalents.
  • 6Cash, cash equivalents, and marketable securities stood at $81.59 billion as of December 31, 2025.
  • 7The company faces ongoing legal and regulatory challenges, including significant litigation related to data practices, privacy, and antitrust concerns.

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