Meta发布2026年第二季度财报，营收达608.01亿美元，同比增长28%[1]。然而净利润为158.48亿美元，同比反而下降14%[1]。财报发布后，Meta股价盘后暴跌7.45%，市值蒸发约1103亿美元[1]。
财报显示，Meta在多个领域加大投入力度。研发支出达216.56亿美元，占总营收的36%，同比增长67%[1]；资本支出达到310.8亿美元，同比增长83%[1]。元宇宙业务继续拖累财务表现，Reality Labs在本季度亏损46.19亿美元，累计27个月亏损已达417.23亿美元[1]。员工规模方面，公司员工人数为75472人，同比减少1%[1]。
创始人扎克伯格在财报会上预告Meta正在开发个人智能体产品[1]。在AI应用方面，Muse Spark AI助手的每日互动用户数增长60%[1]，商业智能体的周使用企业已超过100万家[1]。此外，Meta Glasses系列销售表现超出预期[1]。公司还宣布与BlackRock合作在得克萨斯州建设1吉瓦数据中心[1]。
Meta released its second-quarter 2026 earnings report, revealing revenue of $608.01 billion, marking a 28% year-over-year increase [1]. However, the company's net profit declined 14% to $158.48 billion in the same period [1]. The financial results were accompanied by founder Mark Zuckerberg's announcement that Meta is developing a personal artificial intelligence agent product [1].
Following the earnings disclosure, Meta's stock price fell sharply by 7.45% in after-hours trading, resulting in a market value loss of approximately $110.3 billion [1]. The company continues to face substantial losses in its metaverse division, with Reality Labs posting a loss of $4.619 billion [1]. Meanwhile, research and development spending surged 67% to $21.656 billion, representing 36% of total revenue, reflecting Meta's intensified focus on artificial intelligence [1]. Capital expenditures also increased significantly by 83% to $31.08 billion [1].
Beyond the financial headwinds, Meta reported several operational developments. The company's Muse Spark AI assistant achieved a 60% growth in daily interactive users [1]. Meta Glasses have exceeded sales expectations [1], and the company's business intelligence agents are now utilized by over one million enterprises weekly [1]. Additionally, Meta announced a collaboration with BlackRock to construct a one-gigawatt data center in Texas [1]. The company's workforce stood at 75,472 employees, a 1% decrease from the previous year [1].
