Meta Platforms, Inc. (META) Form 8-K — Oct 21, 2026
Meta reported Q3 2026 revenue of $64.60 billion, up 26% year-over-year, with diluted EPS of $3.83 ($7.40 excluding a $9.89 billion litigation charge tied to a settlement with 52 state attorneys general over teen mental health claims, capped at roughly $18.59 billion total). Operating margin compressed to 20% from 40% a year ago and free cash flow turned negative at -$2.12 billion on $34.91 billion of quarterly capex. Separately, Meta's board approved creation of a non-voting Class C common stock, effective January 19, 2027, via a one-time 1:1 stock dividend on Class A and Class B shares — economically a two-for-one split — approved by a special committee and shareholders by written consent.
Key figures
- Eps
- 3.83
- Revenue
- 64601
- Guidance
- Q4 2026 revenue $73-76B; FY2026 total expenses $175-179B; 2026 capex $135-145B; Q4 tax rate 15-17%; Reality Labs 2026 losses $18-19B, narrowing to ~$15B in 2027
- Net Income
- 9860
- Total Debt
- 80922
- Revenue Yoy
- 26%
- Total Assets
- 478836
- Cash Position
- 82450
- Shares Outstanding
- 2552
- Capex q3
- 34910
- Headcount
- 66775
- Family dap
- 3.64 billion
- Eps ex charge
- 7.4
- Operating income
- 12988
- Operating margin
- 20%
- Litigation charge
- 9860
- Stapled share release
- 2.5% per qualifying quarter over 32 quarters
- Stapling free portion
- 20% of Class C shares to Zuckerberg freely saleable, 80% stapled
- Attorney general settlement cap
- up to approximately $18.59 billion
- Initial 30day trailing avg price
- 580.6
AI analysis
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