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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
→Outlook
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* Li said infrastructure will be single largest contributor to 2026 expense growth (Q&A). | * Li said infrastructure will be single largest contributor to 2026 expense growth (Q&A). | ||
* Li said they expect CapEx to be in short-lived assets in 2025 and 2026 than it has been in prior years (Q&A). | * Li said they expect CapEx to be in short-lived assets in 2025 and 2026 than it has been in prior years (Q&A). | ||
* '''Analyst Doug Anmuth with JPMorgan said in the call that Susan Li's comments suggest CapEx of $100 | * '''Analyst Doug Anmuth with JPMorgan said in the call that Susan Li's comments suggest CapEx of $100 billion in 2026. Li didn't deny it while Zuckerberg agreed that the investment they are making is massive (Q&A).''' | ||
* Li said they expect to finance a large part of the CapEx themselves but they are also looking to include external financing (Q&A). | * Li said they expect to finance a large part of the CapEx themselves but they are also looking to include external financing (Q&A). | ||
* Li said servers will be the biggest bulk of CapEx (Q&A). | * Li said servers will be the biggest bulk of CapEx (Q&A). | ||