META earnings
Analysis, not adviceNext print
2026-07-29
cons 7.13 EPS / 60.22B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Revenue beats $60.22B consensus with op margin sustaining ≥40% AND ad price commentary confirms the AI-targeting moat is still producing pricing power — this is the recogniti
Bull condition triggered: FY26 capex guidance holds inside the $64–72B range (no upward revision) AND management credibly articulates a monetization path for Llama / AI assistant — this would satisfy
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
META is scheduled to report Q2 2026 earnings on 2026-07-29; consensus stands at EPS $7.13 · Revenue $60.22B.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.