Meta Reports Record $47.5B Q2 Revenue Driven by AI, Ad Sales

Meta reported a strong second quarter in 2025 with revenue reaching $47.52 billion, a 22% year-over-year increase primarily driven by advertising sales of $46.56 billion across its Family of Apps, including Facebook, Instagram, WhatsApp, and Messenger. Daily active users rose 6% to 3.48 billion, and AI-powered ad recommendations contributed to improved ad performance, boosting conversions by 5% on Instagram and 3% on Facebook. The company’s earnings per share of $7.14 surpassed expectations, driving Meta’s shares up more than 9% in after-hours trading, with a 16% gain year-to-date. CEO Mark Zuckerberg emphasized AI's pivotal role in Meta's growth and outlined ambitious investments in AI infrastructure and talent, including recruiting leading experts like Shengjia Zhao to spearhead their Superintelligence Labs. Meta projects third-quarter revenue between $47.5 billion and $50.5 billion, exceeding analyst forecasts, while cautioning about potential regulatory risks in Europe related to the Digital Markets Act that could impact advertising revenue. Overall, Meta’s robust financial results and AI-driven advertising advancements have bolstered investor confidence amid heavy capital expenditures planned for 2025 and beyond.