Instagram is testing “Features,” horizontal videos up to 90 minutes long, with a small group of creators in Brazil and the US, and its app is now available on Apple TV, Amazon Fire TV, Google TV and Samsung sets. Scott Galloway argues Meta is targeting YouTube, which he estimates accounts for 16% of TV viewing time, twice Netflix's 8%. He sees Meta's 3 billion users and AI-driven algorithm as a real opportunity, although Meta stumbled with long-form video through IGTV and has not said how it will share ad revenue with creators as YouTube does. Meta's revenue topped $200 billion in 2025, and analysts expect it to reach $373 billion by 2028, while management expects 2026 capex of $135 billion to $145 billion. Excluding a legal charge, Meta's third-quarter operating margin was 35.4%, down from 40.1% a year earlier.
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $3.5T |
| Close on 10/30/2026 | 279.76 |
| Change that session | -1.43% |
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.6T |
| Close on 10/30/2026 | 614.98 |
| Change that session | -1.53% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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