Meta Platforms
METAQ3 2025(META Q2 FY2025)Estimated13.7% AI
AI Revenue %
13.7%
AI Fair Value
$67.6B
AI Revenue (Q)
$10.3B
Total Revenue (Q)
$75.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
No specific AI revenue dollar figure was disclosed in Q2 FY2025. Using the same baseline as Q1: the Q4 FY2024 Advantage+ Shopping $20B annual run rate (growing 70% YoY) plus an allowance for generative AI creative tools. By Q2 2025, Advantage+ Shopping growing at ~70% YoY from $20B annual run rate would imply ~$26B annualized. Adding ~$3B for other Ring 1 AI-native tools (generative ad creative, video generation) gives ~$26B annual run rate. Quarterly: $26B / 4 = $6.5B. $6.5B / $47.5B = 13.7%. This is conservative. Only Advantage+ Shopping (fully automated AI campaign management) and generative AI creative tools (products that exist because of recent deep learning advances) qualify as Ring 1. The broader ad system that uses ML for targeting is Ring 2. Reality Labs ($370M) excluded.
Analyzed by claude-opus-4-6
Quoted Figures
Across all of these efforts, we are making significant investments in artificial intelligence (AI), including generative AI, to improve our delivery, targeting, and measurement capabilities.
Q2 FY2025 10-Q MD&A, Developments in Advertising
Total revenue for the second quarter of 2025 was $47.52 billion, an increase of 22% compared to the second quarter of 2024, due to an increase in advertising revenue.
Q2 FY2025 10-Q MD&A, Executive Overview
Family of Apps Revenue $47,146 million, Reality Labs Revenue $370 million
Q2 FY2025 10-Q Segment Data
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix