Key Insights from Zacks on Meta Platforms, Alphabet, Amazon, and Snap

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Meta Platforms is set to report its third-quarter 2025 results on October 29, 2025, which are anticipated to show advertising revenues of $48.5 billion, a year-over-year increase of 21.6%. The company has exceeded earnings estimates in the last four quarters, averaging a surprise of 20.47%.

In the second quarter of 2025, Meta’s ad impressions rose by 11% year-over-year, contributing to its dominance in the digital ad market alongside Alphabet, Amazon, and Snap. Global ad spending is projected to increase by 7.4% to reach $1.17 trillion in 2025, with these companies accounting for approximately two-thirds of the new expenditures.

The consensus estimates for advertising revenues in different regions include $9.66 billion for Asia-Pacific (20% growth), $11.65 billion for Europe, $21.7 billion for the U.S. and Canada (both over 24% growth), and $6.37 billion for the Rest of the World (25.1% growth). Meta is also expected to report 3.49 billion Family Daily Active People in the same quarter.

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