In its third-quarter 2026 earnings call, CEO Mark Zuckerberg outlined Meta's long-term AI strategy, with personal superintelligence as the company's 'North Star'. Meta aims to build its own AI models and personal AI agents, controlling the full technology stack from underlying models to the agents users interact with, and linking smart glasses and next-generation devices to this strategy. Revenue of $64.6 billion beat estimates of $63.37 billion, and adjusted earnings of $7.40 per share topped expectations of $5.74. Meta expects fourth-quarter revenue of $73 billion to $76 billion (versus estimates of $73.74 billion) and raised its 2026 expense forecast to $175 billion to $179 billion, up from $165 billion to $169 billion. Zuckerberg described AI and hardware investments as long-term bets, saying that if the company keeps building compelling technology for billions of people, 'over time the business takes care of itself.'
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Meta Has a New ‘North Star’ — Mark Zuckerberg Explains Why He’s Betting Big on Personal Superintelligence, AI Models and Smart Glasses
Read the original on Yahoo Finance ↗
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METAearningsartificial intelligencesmart glasses
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.6T |
| Close on 10/23/2026 | 642.62 |
| Change that session | -0.96% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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