Meta reported Q1 2026 revenue of $56.31 billion (+33% YoY) and net income of $26.77 billion (+61%), but raised its full-year 2026 capital expenditure guidance by $10 billion to $125–$145 billion, citing higher component pricing and additional data center costs. The stock fell approximately 6% after hours as the revision renewed investor concern about whether AI infrastructure spending will generate timely returns. CEO Mark Zuckerberg cited the release of the first model from Meta Superintelligence Labs and 3.56 billion daily active people as milestones of what he called a path to "personal superintelligence for billions."