on Wednesday will report fourth-quarter earnings, and investors will be looking for any signs that its revamped artificial intelligence strategy will benefit the company in 2026.
Here’s what analysts polled by LSEG are expecting:
Meta spent a large chunk of 2025 overhauling its AI unit, including investing $14.3 billion in Scale AI to land the startup’s founder, Alexandr Wang, and several of his colleagues.
Wang oversees Meta’s top-tier TBD unit that is tasked with developing powerful AI models. The company set up TBD after its Llama 4 model launched to tepid response from developers last spring. Meta has been testing a new frontier model and Llama successor code-named Avocado, and plans to release it during the first half of the year, CNBC reported.
Underpinning Meta’s AI efforts has been a major data center build-out while rivals like OpenAI and Alphabet
