Form 10-Q · Quarterly report
Meta Platforms 10-Q, filed Oct 22, 2026
- Filed
- CIK
- 0001326801
- Accession no.
- 0001628280-26-066773
Summary
Meta Platforms reported third-quarter 2026 revenue of $64.60 billion, up 26% year over year on higher advertising revenue, while income from operations fell 37% to $12.99 billion, driven by a $9.89 billion charge related to an August 2026 multistate attorneys general agreement along with data center, infrastructure, and third-party AI token costs. Net income was $9.86 billion, or $3.83 per diluted share, and Family daily active people averaged 3.64 billion, up 3% year over year.
Key points
- Ad impressions across Meta's Family of Apps rose 10% year over year and average price per ad rose 14% in the third quarter of 2026.
- Reality Labs revenue was $443 million, down 6%, with an operating loss of $4.13 billion.
- Capital expenditures including principal payments on finance leases were $34.91 billion for the quarter, and cash, cash equivalents, and marketable securities totaled $82.45 billion as of September 30, 2026.
- Headcount was 66,775 as of September 30, 2026, a 15% year-over-year decrease, and Meta paid $1.36 billion in dividends and dividend equivalents.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations You should read the following discussion of our financial condition and results of operations in conjunction with our condensed consolidated financial statements and the related notes included elsewhere in this Quarterly Report on Form 10-Q and with our audited consolidated financial statements included in our Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the Securities and Exchange Commission. …
An excerpt of the text as filed with the SEC, cut for length.
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