- Revenue rose 26.1% to $64.6B in the quarter ended Sep 30, 2026, from $51.24B a year earlier, according to the 10-Q filed Oct 22, 2026.
- Operating income fell 36.8% to $12.99B from $20.54B. Costs and expenses rose 68% to $51.61B, primarily from legal-related costs including the $9.89B charge tied to the August 2026 multistate attorneys general agreement.
- Net income rose 264.0% to $9.86B from $2.71B.
- Family of Apps revenue grew 26.4% to $64.16B, with advertising revenue up 25.9% to $63.06B. Ad impressions rose 10% and average price per ad rose 14%.
- Reality Labs revenue fell 5.7% to $443M on lower Meta Quest sales, partly offset by higher AI glasses sales.
- US and Canada revenue grew 33.0% to $26.22B. Asia-Pacific rose 18.8% to $16.99B, Europe rose 21.2% to $14.02B, and Rest of World rose 30.1% to $7.37B.
Quotes
“Costs and expenses of $51.61 billion included a $9.89 billion charge related to the August 2026 multistate attorneys general agreement, the company said in its 10-Q.”
“The company said the rise in Family of Apps revenue was almost entirely driven by advertising revenue.”