Meta Platforms: From Heavy AI CapEx to 2026 ROI?
View original at finance.yahoo.comMeta Platforms: From Heavy AI CapEx to 2026 ROI? This article first appeared on GuruFocus. This past year, Meta Platforms (NASDAQ:META) invested heavily in AI infrastructure, shaking Wall Street's near-term confidence…
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Lead-gen campaigns using Advantage+ show a 14% lower cost per lead than traditional campaigns
80% confidenceReels is running at a roughly $50 billion annualized revenue rate
80% confidenceInstagram video consumption is up more than 30% year-over-year
80% confidenceMeta has spent over $40 billion on R&D to date, with a significant portion allocated to AI/ML
80% confidence2026 expenses will likely grow at a significantly faster rate than in 2025, largely due to infrastructure and personnel costs as new data center capacity comes online
80% confidence2025 capital expenditures will exceed $70 billion, approximately 70% higher than in 2024
80% confidenceTime spent on Facebook rose 5% in Q3 2025
80% confidenceThreads usage jumped 10% in Q3 2025
80% confidenceAdvantage+ is handling over $60 billion in annual ad spend
80% confidenceAverage price per ad rose 10% year-over-year in Q3 2025, credited to AI
80% confidence