Behind the Markets Podcast · Friday, October 23, 2026
Discussing Meta's recent earnings, it was noted that ad impressions grew 10% year-over-year while ad pricing rose 14%, resulting in 26% revenue growth. Mark Zuckerberg indicated plans to continue investing heavily in AI despite negative free cash flow.
“That, you know, that led to 26% revenue growth on a very large base. You know, this is not a company that's sitting there saying, ooh, AI is not paying off yet. AI is driving a 26% increase in year-over-year revs.”