Q2 2025 Meta Platforms Earnings

Q2 2025 Earnings Call Summary

Zuckerberg said they have begun to see glimpse of AI improving themselves, giving way to development of superintelligence.
Zuckerberg said Meta's vision is to bring superintelligence to everyone.
Zuckerberg said they are making progress on Llama 4.1 and 4.2 and they are working on next generation of models that will push frontier of AI.
Zuckerberg pointed out that they are making investments because they believe superintelligence "is going to improve every aspect of what we do".
Zuckerberg said he has gotten a little bit more convinced that a small team is the optimal setup for driving frontier research on Superintelligence (Q&A).

Zuckerberg said the strong performance this quarter was mainly due to AI. "On advertising, the strong performance this quarter is largely thanks to AI unlocking greater efficiency and gains across our ads system."
Zuckerberg said they expanded their "new AI-powered recommendation model for ads to new surfaces and improved its performance by using more signals and a longer context." This led to 5% increased in ad conversions in Instagram and 3% on Facebook.
Zuckerberg said they are seeing good progress with AI for ad creative, with a meaningful percent of ad revenue coming from campaigns using Generative AI tools.
Zuckerberg said advancements in recommendation systems have increased time spent on Facebook by 5% and 6% on Instagram.
Zuckerberg said they are starting to see how they can deploy Business AI Agents in a number of countries and they are integrating it into ads on Facebook and Instagram as well as e-commerce websites.
Incorporation of LLMs on Threads recommendation system is now driving a meaningful share of time spent on Threads.