Meta Platforms Inc. has published the transcript of its Fourth Quarter and Full Year 2025 Earnings Conference Call, held on January 28th, 2026. The event featured CEO Mark Zuckerberg, CFO Susan Li, and Director of Investor Relations Kenneth Dorell. During the call, management highlighted Meta’s strong performance, with more than 3.5 billion people now using at least one of Meta’s apps daily. Facebook and WhatsApp each surpassed 2 billion daily active users, with Instagram numbers close behind. The company attributed its robust results to “record-breaking holiday demand and AI-driven performance gains.” Key topics included advancements in artificial intelligence, such as AI dubbing for videos—now supporting nine languages and viewed by hundreds of millions daily—and the rapid adoption of Meta’s media creation tools. “Nearly 10% of the Reels people view each day are now created in our Edits app, almost tripling from last quarter,” management noted. Media generation activity within Meta AI also tripled year-over-year in Q4. CEO Mark Zuckerberg introduced “Meta Compute,” focusing on efficiency in infrastructure, long-term investments in silicon and energy, and strategic partnerships. “We expect the cost per gigawatt to decrease significantly over time through optimizing both our technology and supply chain,” management stated. The full transcript can be accessed through the link below.

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