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Fortune
Fortune
Technology
Sharon Goldman

Meta crushes Q4 as Zuckerberg bets big on a “major AI acceleration” in 2026

Mark Zuckerberg, chief executive officer of Meta Platforms Inc (Credit: Bloomberg / Contributor / Getty Images)

On Meta’s 4th quarter earnings call, CEO Mark Zuckerberg predicted his company would experience a “major AI acceleration” in 2026 as it races to catch up after falling behind Google, OpenAI and Anthropic in leading AI models in 2025. 

It has plenty of money to make that happen: The company beat Q4 expectations, delivering $59.89 billion in revenue, compared to consensus analyst estimates of $58.41 billion. Earnings per share came in at $8.88 ,versus expectations for $8.19.

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