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Meta Platforms’ Expense Growth Of 35% Is Now Outpacing Its 33% Revenue Expansion

Meta Platforms reported a solid first quarter in 2026 driven by sustained user engagement and significant advancements in artificial intelligence (AI) technologies. The company noted a slight decline in total daily active users primarily due to external factors such as Internet outages in Iran and restrictions in Russia; however, usage trends for core apps like Instagram and Facebook continued to grow, with video formats reaching record engagement levels. WhatsApp maintained strong momentum in the U.S., and the newly launched Threads app is progressing toward category leadership. A key highlight was the debut of Meta’s Muse family of AI models, including Muse Spark, marking progress in the company’s AI research and development efforts under its Meta Superintelligence Labs. This model powers enhancements across Meta’s product portfolio, including an AI assistant integrated into various apps, which has seen increasing adoption and high app store rankings.