Meta Platforms (META) reported $47.52 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 21.6%. EPS of $7.14 for the same period compares to $5.16 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $44.84 billion, representing a surprise of +5.96%. The company delivered an EPS surprise of +22.47%, with the consensus EPS estimate being $5.83.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Meta Platforms performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Family daily active people (DAP): $3.48 billion versus $3.45 billion estimated by six analysts on average.
- Headcount: 75,945 versus the four-analyst average estimate of 76,249.
- Average Revenue Per Person (ARPP): $13.65 compared to the $12.85 average estimate based on three analysts.
- Advertising Revenue- US & Canada: $20.05 billion versus the five-analyst average estimate of $19.59 billion. The reported number represents a year-over-year change of +20.8%.
- Advertising Revenue- Europe: $11.37 billion versus the four-analyst average estimate of $10.52 billion. The reported number represents a year-over-year change of +24.4%.
- Geographical Revenue by User- Rest of World: $6.25 billion versus $6.04 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change.
- Geographical Revenue by User- US & Canada: $20.37 billion versus the four-analyst average estimate of $19.36 billion. The reported number represents a year-over-year change of +20.9%.
- Advertising Revenue- Rest of the World: $6 billion versus $5.89 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23% change.
- Revenue- Reality Labs: $370 million versus the 11-analyst average estimate of $395.82 million. The reported number represents a year-over-year change of +4.8%.
- Revenue- Family of Apps (FoA): $47.15 billion versus the 11-analyst average estimate of $44.46 billion. The reported number represents a year-over-year change of +21.8%.
- Revenue- Advertising: $46.56 billion versus the 10-analyst average estimate of $43.94 billion. The reported number represents a year-over-year change of +21.5%.
- Revenue- Other: $583 million versus $492.61 million estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +49.9% change.
View all Key Company Metrics for Meta Platforms here>>>
Shares of Meta Platforms have returned -2.6% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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