cookie

This site uses cookies to provide you with a great user experience. By visiting monetamarkets.com, you accept our cookie policy.

Allow all
top icon

This website is operated by Moneta Markets Ltd, which is not authorised or regulated by the UK Financial Conduct Authority (FCA) and does not offer or promote services to UK residents. Access to this website is restricted in the UK and the content is not intended for distribution to, or use by, any person located in the UK. If you believe you have reached this website in error, please exit the page now

Exit Website Continue

【System Maintenance Notice】Temporary MT5 Service Adjustments

Dear Clients,

To enhance system stability, we will conduct system optimization from 06:00 on November 15, 2025 (Saturday) to 06:00 on November 16, 2025 (Sunday), Beijing Time.

During this period, certain MT5 services will be temporarily adjusted:

1. MT5 will suspend automatic account opening, withdrawals, and internal transfers. Please use the MT4 platform for these requests.

2. MT5 may experience data-sync delays, including balance updates after deposits or withdrawals.

3. Other trading and copy-trading features will also be temporarily unavailable.

Kindly plan your funds and trading activities accordingly.
If you have any questions, our customer support team is ready to assist you.

Thank you for your understanding and support.

Pro Trader Demo Account Contact Us
Sign up
icon-english English
icon-english English
Sign up Demo Account
Moneta Markets

Please note that Moneta Markets operates this website and its services are not directed at residents of your jurisdiction.

The information on this site is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.

If you have arrived here in error, we kindly advise you to exit the site.

Continue to Site
Moneta Markets

Meta Q3 Earnings: AI Growth Meets Cash Pressures | 29th October 2025

Meta Earnings

AI-Fueled Growth Meets Capital Intensity

Meta Platforms is gearing up to release its Q3 2025 results on October 29 (after U.S. markets close). The spotlight is on how well the company is converting its aggressive AI investments into ad revenue growth—while managing mounting infrastructure and hardware costs. With ad spending momentum strong but capex and ROI scrutiny rising, this report could set the tone for Meta’s next-phase narrative.

Meta's Performance Snapshot

  • Revenue Estimate: ~$49.4 billion (~21.8% YoY)

  • Earnings per Share Estimate: ~$6.60 (~9.5% YoY)

  • Advertising Revenue Estimate: ~$48.5 billion (~21.6% YoY)

  • Capex/AI Spending: Capex for 2025 expected around US$66-72 billion, with heavy hardware investment weighing on near-term margins.

Earnings Focus Areas

1. AI-Driven Ad Monetisation –Meta’s key growth engine remains its ability to use AI in ad targeting and engagement. Analysts expect its “Family of Apps” to show stronger ad yields thanks to Gen-AI features, and for conversion rates to continue improving.

2. Revenue Mix & Geographic Expansion –With its advertising business projected to grow strongly, Meta’s ability to maintain growth outside mature geographies (e.g., Rest of World) will be important. Revenue from international regions is expected to grow ~25%.

3. Cost, Capex & Margin Pressure –While top-line growth looks solid, Meta’s massive investment in AI infrastructure and Reality Labs (and related hardware) is putting pressure on margins and ROI. Investors will closely watch how Meta manages operating margin and free cash flow amid heavy capex.

4. Competitive & Regulatory Headwinds –Meta faces stiff competition from other ad platforms and shifting regulatory/privacy dynamics. The scale and speed of its AI deployment may bring both upside and risk—especially if monetisation lags.

5. Capital Allocation & Buyback / Return Strategy –  Given its strong cash generation and bullish growth outlook, the company’s buyback strategy, dividend decisions and return of capital plans will also be under scrutiny.

Technical and Market Outlook

  • Trend: Moderately bullish, buoyed by AI narrative and solid ad growth.

  • Resistance: ~$900 level (implied by some analyst targets)

  • Support: ~$825–850 region

  • Forecast: If Meta beats on growth and gives strong guidance, a move toward the ~$900 level is plausible. Conversely, if margin or ROI concerns dominate, a test of the ~$825 support zone may occur.

     

Sentiment & Catalysts

Market Sentiment: Optimistic but cautious. Many analysts favour Meta given its ad dominance and AI position, but the growing capex burden raises questions about sustainability. 

Key Catalysts: Q3 earnings release (Oct 29), guidance for Q4 and full-year 2025, updates on AI monetisation, ad-business increments, and capex/FCF disclosures.

Wrap-up

Meta’s Q3 report is poised to reaffirm its status as a leader in digital advertising—especially if AI monetisation starts to show stronger returns. The key will be whether high-growth can be sustained without eroding profitability or piling up excessive infrastructure costs. For investors, the takeaway could be the difference between Meta remaining a robust growth play or shifting toward a more cautious value-oriented mindset.

Ready to trade global markets with confidence? Join Moneta Markets today and unlock 1000+ instruments, ultra-fast execution, ECN spreads from 0.0 pips, and more! Start now with Moneta Markets!

USD/JPY Forecast

open chat