Meta Platforms (META) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, Meta Platforms (META) reported revenue of $59.89 billion, up 23.8% over the same period last year. EPS came in at $8.88, compared to $8.02 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $58.59 billion, representing a surprise of +2.22%. The company delivered an EPS surprise of +8.15%, with the consensus EPS estimate being $8.21.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Meta Platforms performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Family daily active people (DAP): $3.58 billion versus the six-analyst average estimate of $3.57 billion.Headcount: 78,865 compared to the 78,863 average estimate based on four analysts.Average Revenue Per Person (ARPP): $16.56 compared to the $16.19 average estimate based on three analysts.Advertising Revenue- US & Canada: $25.64 billion compared to the $25.58 billion average estimate based on five analysts. The reported number represents a change of +22.2% year over year.Advertising Revenue- Europe: $14.2 billion versus $14.02 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +27.3% change.Geographical Revenue by User- Asia-Pacific: $11.18 billion versus $11.16 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21% change.Advertising Revenue- Rest of the World: $7.4 billion versus $6.98 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +31.4% change.Geographical Revenue by User- US & Canada: $26.47 billion versus $25.97 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.Revenue- Family of Apps (FoA): $58.94 billion versus the 10-analyst average estimate of $57.7 billion. The reported number represents a year-over-year change of +24.6%.Revenue- Reality Labs: $955 million versus the 10-analyst average estimate of $917.35 million. The reported number represents a year-over-year change of -11.8%.Revenue- Advertising: $58.14 billion versus the nine-analyst average estimate of $57.07 billion. The reported number represents a year-over-year change of +24.3%.Revenue- Other: $801 million compared to the $724.1 million average estimate based on nine analysts. The reported number represents a change of +54.3% year over year.View all Key Company Metrics for Meta Platforms here>>>Shares of Meta Platforms have returned +1.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks