Earnings Edge

Earnings Edge

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All Eyes on the Capital Markets: Recapping Meta’s Actuals vs. Consensus

Benchmarking results against Consensus Expectations and the Setup

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Consensus Media
Oct 22, 2026
∙ Paid

A solid print from Meta with 2%/7% upside on the top and bottom-line (after adjusting out the $10B in one-time litigation expenses) and plenty of upside talk regarding Muse’s potential data supporting an increasingly ‘meh’ response beyond the initial launch phase. TBD on that - everyone sounding like Elon these days when it comes to forward outlook upside.

Europe revenue a 2% miss, APAC in-line, with the biggest pocket of upside in UCAN:

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