WHAT NEW IN X11.06 FRI

AI collections from X · 23 collections · 70,791 posts

museIMAGE

Truist projects Meta Muse revenue near $29B by 2030

Advertising and agentic commerce would make up about 44% of Muse revenue, while the subscription forecast of roughly $11B needs only about 44M paying users.

Shay Boloor
@StockSavvyShayArchived 20 days agoOriginally posted 2026.10.16
Truist projects Meta Muse revenue near $29B by 2030
Shay Boloor @StockSavvyShayOriginally posted 2026.10.16
Open original on X

Truist sees $META Muse revenue reaching ~$29B by 2030 with advertising and agentic commerce becoming its largest revenue source at ~44% of Muse revenue. Whats wild is that the ~$11B subscription forecast only requires ~44M paying users at $20 a month or barely 1% of Meta’s daily audience while Muse could eventually earn revenue directly from purchases instead of just the ads leading to them.

x.com/stocksavvyshay/status/2111069748675150185Archived 2026.10.17 10:28