Core Insights on Meta Platforms and Disney
Meta Platforms (NASDAQ: META) reported $50.08 billion in advertising revenue and $24.97 billion in operating income for its Family of Apps for Q3 2025, achieving an impressive operating margin of 49.9%. However, investors are concerned about rising capital expenditures, which have increased from $32.04 billion in 2022 to a projected $70-72 billion in 2025, largely due to investments in AI and Reality Labs, which is projected to incur a $13.17 billion operating loss over nine months.
Meanwhile, Disney (NYSE: DIS) has rebounded with its latest animated film, Zootopia 2, grossing $1.46 billion globally as of 2025, surpassing Frozen 2 as the studio’s highest-grossing film. The company’s earnings remain under pre-pandemic levels but are on a recovery path, aided by a profitable Disney+ and booming Parks and Experiences segment. Disney’s forward P/E ratio stands at 16.8, positioning it as a compelling option for long-term investors.
