Meta Q3 2026: 10M+ have set up Muse personal agents
Meta's Q3 2026 earnings say over 10 million people in the US and Canada have set up Muse personal agents, with about 25% daily use in roughly six weeks, and a global rollout is held back by compute.
$META Q3 2026 earnings: - Revenue of $64.6B (+26% YoY), above the $63.3B guide. Q4 guidance is $73 - 76B - GAAP EPS $3.83, Adjusted for one time legal charge it would be $7.40. - Meta joins the gang of negative FCF with Google and Amazon. - New class C shares take effect Jan 19 next year. No financing plans yet, but they are likely raising capital through it at some point. - Core business is still good. Impressions are up 10%, price per ad is up 14%. Revenue per user $17.72 (+23% YoY). Other revenue is $1.1B (+59% YoY), mostly WhatsApp paid messaging revenue. - Daily active people at 3.64B, up 3% YoY - Threads passed X in monthly actives. - Headcount at 66 775, down 15% YoY. - Bottom end of capex raised by $5B - Reality labs lost $4.13B on $443M of revenue. The 2026 loss is guided at $18 - 19B, then $15B in 2027 and trending towards profitability. - About Muse, 10M+ people in the US and Canada have setup personal agents with 25% daily use in ~6 weeks - Not global because compute strained. They're building compute to serve 1B+ Muse users over the next few years and expect 10x+ cost efficiency within next years. - Meta One has 15M+ subscriptions and trials.