Meta公司公布的第二季度财报显示，尽管收入表现良好，但利润遭遇显著下滑。第二季度净利润为158.5亿美元，同比下降14%[1]，每股收益6.18美元，低于分析师预期的7.19美元[1]。财报公布后，Meta股价下跌4.2%，收于560.85美元[1]。
收入端方面，Meta第二季度营收达60.8亿美元，同比增长28%[1]，超过华尔街预期。然而，利润下滑的主要原因是高额的支出项目。公司在法律诉讼相关费用上支出24亿美元[1]，裁员遣散费达11.8亿美元[1]。整体而言，Meta第二季度总支出达420.3亿美元，同比增长55%[1]。
关于人员配置，Meta员工总数目前为75,472人，同比下降1%，其中包含了预计裁减的8,000人[1]。日活用户数量继续增长至36亿，同比增长3%[1]。展望未来，公司预计第三季度收入将在61-64亿美元之间[1]，同时将2026年资本支出预期调升至1300-1450亿美元[2]。CEO马克·扎克伯格表示，"AI正在加速我们的核心业务，推动下一代产品，并为全新的企业机会打开大门"[1]。
Meta reported second-quarter results that exceeded revenue expectations but disappointed on profitability, sending its stock price downward following the announcement.[1][2] The company generated $60.8 billion in revenue, representing 28% year-over-year growth and surpassing analyst expectations of $60.22–60.23 billion.[1][2] However, net income declined 14% to $15.85 billion compared to the prior year, while earnings per share fell 13.4% to $6.18, below Wall Street's projected $7.14–7.19 per share.[1][2] The stock price dropped $24.76 to close at $560.85, a decline of 4.2%.[1]
The earnings miss reflected significant one-time costs weighing on profitability. Meta incurred $2.4 billion in legal and litigation-related expenses and $1.18 billion in severance costs associated with workforce reductions.[1] The company's total headcount stands at 75,472 employees, down 1% year-over-year and reflecting planned reductions of 8,000 additional positions.[1] Operating expenses rose 55% year-over-year to $42.03 billion, while daily active users reached 3.6 billion, up 3% annually.[1]
Looking ahead, Meta provided cautious guidance that further weighed on investor sentiment. The company projected third-quarter revenue between $61 billion and $64 billion, with a midpoint below the analyst consensus of $63.14 billion.[1] Capital expenditure forecasts for 2026 were raised to $130–145 billion, up from the previous range of $125–145 billion, signaling intensified investment in infrastructure.[2] CEO Mark Zuckerberg stated that "AI is accelerating our core business, driving the next generation of products, and unlocking entirely new business opportunities," as the company faces approximately 3,000 lawsuits alleging it deliberately designed addictive products that harm children.[1][2]