Family of Apps
Family daily active people averaged 3.60 billion in June 2026, up 3%. Q2 2026 total revenue was $60.80B, up 28%.
The numbers
What it is
The core social and messaging business: Facebook, Instagram, WhatsApp, Messenger and Threads. It earns almost all of Meta's revenue through advertising and business messaging, and its users generate the data that the ad system uses. Q3 2026 revenue guidance is $61-64B.
Why it matters to the stock. This segment pays for everything else at Meta. Its user growth and ad pricing decide whether the company can fund AI spending and Reality Labs losses.
News
Meta agrees to pay up to $17B to states over teen safety, with time limits and notification blocks
A 51-attorney-general coalition announced a proposed settlement under which Meta would pay up to $17 billion to the states over ten years and make default changes for users under 18.
New Mexico judge orders Meta to pay $567M and limit teen use of its apps
A Santa Fe judge found that Meta created a public nuisance in New Mexico and ordered it to pay $567 million into a teen mental health fund.
Meta Q2 2026: revenue up 28% to $60.8B, but EPS fell 13% and Q3 guidance is $61-64B
Revenue grew 28% to $60.80 billion, while GAAP diluted EPS fell 13% to $6.18 after legal and severance charges and higher spending.
Meta guides Q2 2026 revenue to $58-61B and raises 2026 capex to $125-145B
In the same April 29 release Meta guided second-quarter 2026 revenue to $58 to 61 billion and raised its 2026 capital expenditure range to $125 to 145 billion from $115 to 135 billion, citing higher component pricing and, to a lesser extent, data center costs.
Los Angeles jury finds Meta and YouTube negligent, awards $6 million in addiction case
A Los Angeles Superior Court jury found Meta and YouTube negligent in the design of their platforms in a case brought by a young woman who said compulsive use caused depression and anxiety.
New Mexico jury orders Meta to pay $375 million in child safety case
A Santa Fe jury found Meta liable on both claims brought by New Mexico under the state's Unfair Practices Act.
Meta Q4 2025 revenue rises 24% to $59.89B; 2026 capex guided to $115-135B
Meta beat fourth-quarter 2025 expectations, with revenue of $59.89 billion, up 24%, and diluted EPS of $8.88, up 11%.