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.
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