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Meta Q3 Ad Revenue Hits $63.1B While AI Capital Expenditures Expand

Meta generated $63.06 billion in Q3 ad revenue, up 26% year-over-year, while total costs rose 68% due to heavy investments in AI computing infrastructure.

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Meta Records $63.1B in Ad Revenue as AI Infrastructure CapEx Climbs

Meta Platforms, Inc. (NASDAQ: META) reported third-quarter 2026 financial results, showcasing continued momentum in ad monetization alongside rising infrastructure expenditures.

Financial Summary

  • Ad Revenue: Advertising revenue reached $63.06 billion, representing a 26% year-over-year increase, bringing Meta's ad revenues within striking distance of search competitors.
  • Total Revenue & Expenses: Total revenue increased 26% to $64.60 billion, while total costs and expenses rose 68% to $51.61 billion.
  • Net Income: Net income came in at $9.86 billion, reflecting margin pressure from extensive AI data center investments and legal charges.

AI Infrastructure & Engagement

Mark Zuckerberg emphasized that Meta's recommendation algorithms and generative ad creation tools are driving higher engagement and conversion efficiency across Instagram and Facebook, even as full-year 2026 capital expenditures expand to support next-generation Llama models.