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Meta Platforms (META) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, Meta Platforms (META - Free Report) reported revenue of $59.89 billion, up 23.8% over the same period last year. EPS came in at $8.88, compared to $8.02 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $58.59 billion, representing a surprise of +2.22%. The company delivered an EPS surprise of +8.15%, with the consensus EPS estimate being $8.21.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Meta Platforms performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Family daily active people (DAP): $3.58 billion versus the six-analyst average estimate of $3.57 billion.
  • Headcount: 78,865 compared to the 78,863 average estimate based on four analysts.
  • Average Revenue Per Person (ARPP): $16.56 compared to the $16.19 average estimate based on three analysts.
  • Advertising Revenue- US & Canada: $25.64 billion compared to the $25.58 billion average estimate based on five analysts. The reported number represents a change of +22.2% year over year.
  • Advertising Revenue- Europe: $14.2 billion versus $14.02 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +27.3% change.
  • Geographical Revenue by User- Asia-Pacific: $11.18 billion versus $11.16 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21% change.
  • Advertising Revenue- Rest of the World: $7.4 billion versus $6.98 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +31.4% change.
  • Geographical Revenue by User- US & Canada: $26.47 billion versus $25.97 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.
  • Revenue- Family of Apps (FoA): $58.94 billion versus the 10-analyst average estimate of $57.7 billion. The reported number represents a year-over-year change of +24.6%.
  • Revenue- Reality Labs: $955 million versus the 10-analyst average estimate of $917.35 million. The reported number represents a year-over-year change of -11.8%.
  • Revenue- Advertising: $58.14 billion versus the nine-analyst average estimate of $57.07 billion. The reported number represents a year-over-year change of +24.3%.
  • Revenue- Other: $801 million compared to the $724.1 million average estimate based on nine analysts. The reported number represents a change of +54.3% year over year.

View all Key Company Metrics for Meta Platforms here>>>

Shares of Meta Platforms have returned +1.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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