Meta Reports Strong Q4 Growth in Users and Revenue

Meta Platforms reported solid financial results for the fourth quarter of 2025 (ended December 31, 2025), with total daily active users across its Family of Apps – Facebook, Instagram, WhatsApp, Messenger, and Threads – reaching 3.58 billion, up 40 million from the prior quarter. The company highlighted continued user expansion despite market saturation in many regions and new regulatory restrictions, including Australia’s under-16 social media ban, which prompted Meta to delete approximately 544,000 accounts in the country.

Revenue for the quarter totaled $59.89 billion, contributing to a full-year figure of $200.97 billion. The holiday advertising season drove expected gains in ad sales, while emerging streams such as Threads advertising (now globally expanded) and Meta Verified subscriptions showed progress. The “Other” revenue category, which includes Verified offerings, generated $801 million in Q4, up significantly since the subscription product’s launch in mid-2023.

Reality Labs, Meta’s VR/AR division, continued to report substantial operating losses – $6 billion in the quarter – reflecting heavy ongoing investment in hardware, software, and ecosystem development. Despite these costs, the company maintains that long-term bets on immersive technologies remain strategic priorities.

Meta’s capital expenditures remain elevated, with $70 billion allocated in 2025 primarily toward AI infrastructure, including data centers and advanced compute resources. The company has emphasized its multi-year focus on artificial general intelligence (AGI) development, positioning itself as a leader in pursuing systems capable of human-like reasoning beyond current generative models.

hreads’ user base continues to grow rapidly, with Meta reporting 150 million daily actives and 400 million monthly actives, positioning the app as a rising competitor in real-time conversation and news sharing.