Meta Reports Record Q4 Growth Amid AI Investment Push

Meta has announced impressive Q4 2025 results, demonstrating continued dominance in the social media landscape. The company added 40 million daily active users across its Family of Apps, bringing the total to 3.58 billion—representing 45% of the world’s population using a Meta service daily. This remarkable figure underscores the company’s unmatched reach, particularly given that it includes users under 14 and elderly populations.

Strong Revenue Growth Despite Reality Labs Losses

The tech giant reported Q4 revenue of $59.89 billion, culminating in $200.97 billion for the full year. Meta’s advertising business benefited from the holiday campaign surge, while new revenue streams from Threads Ads and Meta Verified subscriptions contributed significantly. The “Other” revenue category, largely driven by Meta Verified subscriptions, generated $801 million—up $572 million since the offering’s Q2 2023 launch. However, Reality Labs continues to drain resources with a $6 billion loss for the period, reflecting Meta’s substantial ongoing investment in VR and AR technology.

Heavy Investment in AI and Future Technologies

Meta remains committed to its long-term strategic bets, allocating $70 billion last year toward building AI data centers. CEO Mark Zuckerberg emphasized the company’s vision of developing true artificial general intelligence (AGI), moving beyond current generative AI tools. While recent Reality Labs job cuts sparked speculation about scaling back metaverse ambitions, industry analysts suggest these reductions reflect Meta’s increasing reliance on AI for engineering and coding work. Zuckerberg indicated that AI systems capable of functioning as mid-level engineers could emerge in 2025, potentially streamlining VR development and content creation processes. Despite short-term challenges, Meta’s strengthened core business positions it well for capitalizing on future digital connectivity opportunities.