Facebook has announced another strong quarterly performance, highlighting how artificial intelligence (AI) is accelerating its core business, improving user experiences, boosting advertising results, and laying the foundation for future enterprise opportunities.
The company said its AI investments are already producing measurable gains across its family of apps while opening new revenue streams for the years ahead.
The company revealed that more than 3.6 billion people now use at least one of its applications every day. Instagram reached 2 billion daily active users, Threads surpassed 500 million monthly active users as the fastest-growing conversation app ever, while Facebook continues to serve more than 2 billion daily active users. WhatsApp also recorded a historic milestone by handling 30 million messages per second during the FIFA World Cup final.
Meta also announced key leadership and product developments during the quarter. Kunal Shah joined as the new head of WhatsApp, while the company launched new AI models under Meta Superintelligence Labs alongside a new generation of smart glasses.
Executives said the enormous scale of their platforms provides a powerful foundation for delivering AI innovations to billions of users worldwide.
According to the company, AI is now transforming every major aspect of its business. Beyond improving recommendations across Instagram and Facebook, Meta is also building personal AI assistants and enterprise, focused AI services that it believes will become major revenue drivers in the coming years.
The company explained that large language models are significantly improving content recommendations by understanding not only what content contains but also why people find it engaging.
This allows users on Facebook and Instagram to discover more relevant and personalized content that matches their interests and goals.
Meta also introduced its new Muse Image and Muse Video models, describing them as technologies capable of creating an almost limitless supply of personalized content.
The company believes these innovations will dramatically expand what users can discover across its platforms while making the overall experience more engaging.
Artificial intelligence is also delivering strong results for advertisers. Meta said its AI systems now better predict which advertisements are most relevant by analyzing broader user activity, leading to improved conversions and stronger advertising performance.
The company noted that 9 million small businesses are already using at least one of its AI-powered advertising tools across Facebook and its other platforms.
The company further announced the launch of Meta One, a subscription service offering additional AI-powered tools and premium features across its apps.
Meta plans to introduce multiple subscription tiers as demand continues to grow among consumers and businesses.
Internally, AI is helping Meta accelerate software development. The company recently launched Instagram Instants, Forum, a standalone Groups application, and Seller, a dedicated Marketplace app. Executives said AI is making it easier to build, test and launch new products much faster than before.
Meta reported rapid progress from its Meta Superintelligence Labs. Its newly released Muse Spark 1.1 model has increased daily interactions with Meta AI by 60 percent since integration.
The model specializes in coding, multimodal understanding, computer use and advanced agent capabilities while becoming available through the company’s public API for developers and enterprise customers.
Looking ahead, Meta believes personal AI agents will become one of the biggest technological shifts in history.
These intelligent assistants are expected to help individuals manage health, finances, relationships and everyday tasks around the clock.
The company added that WhatsApp will remain a central platform for AI conversations, supported by new privacy features such as Incognito Mode that prevent even Meta from viewing private AI chats.
Business AI agents are also expanding rapidly. More than one million businesses now use Meta’s business agents every week on WhatsApp and Messenger, with Instagram support currently being rolled out.
These agents can communicate with customers, summarize conversations, generate business insights and eventually help entrepreneurs build and manage entire businesses through Meta’s ecosystem.
To support growing AI demand, Meta is investing aggressively in computing infrastructure.
The company recently announced a strategic partnership with BlackRock to develop a massive one-gigawatt data center in El Paso, Texas.
At the same time, Meta continues expanding its AI hardware strategy with new smart glasses developed alongside EssilorLuxottica, positioning wearable technology as a key interface for future AI assistants beyond Facebook.
Concluding the earnings presentation, Meta emphasized that its long-term vision is to place advanced AI directly into the hands of ordinary people instead of centralizing the technology.
Company executives said AI is already strengthening Facebook, improving business performance, enabling innovative products and creating entirely new commercial opportunities, expressing confidence that continued investment will deliver lasting value for users, businesses and shareholders alike.
