Meta has reported a powerful second-quarter earnings performance for 2025, driven by surging AI innovation and investor optimism around its next-generation ambitions. CEO Mark Zuckerberg confirmed the launch of Meta Superintelligence Labs, a new division focused on developing AI systems that can learn and improve on their own—paving the way for what he described as “true superintelligence.”
The company reported $47.52 billion in revenue, beating analyst expectations and marking a 22 percent year-over-year increase. Earnings per share came in at $7.14, far surpassing the projected $5.88. The positive results triggered a 10 to 12 percent jump in Meta’s stock in after-hours trading.
Zuckerberg used the earnings call to emphasize Meta’s AI-first vision. He explained that Meta’s goal is to build models beyond traditional LLMs—AI that can self-optimize without continuous human feedback. To achieve this, Meta has committed to spending between $66 billion and $72 billion in 2025, most of it aimed at scaling infrastructure and attracting top-tier AI researchers. He also pointed out that AI talent is now Meta’s second-highest cost after compute.
One key area of focus is wearable technology. Zuckerberg reaffirmed that smart glasses could eventually replace smartphones, becoming the main interface between humans and AI. Meta’s partnership with Ray-Ban continues to show promise, with sales of AI-enabled glasses tripling year-over-year. He warned that those who don’t adopt such technology could fall into a “cognitive disadvantage,” as real-time AI access becomes the norm.
Reality Labs, Meta’s division for VR and AR, also posted a strong quarter, with nearly 5 percent revenue growth thanks to increased adoption of Meta Quest and glasses technology.
Despite its enormous investment plans, Meta raised its Q3 guidance to between $47.5 billion and $50.5 billion, maintaining investor confidence. The launch of Meta Superintelligence Labs, led by AI expert Alexandr Wang and backed by major compute clusters, positions the company as a serious player in the AI arms race.
As the global tech landscape shifts rapidly toward autonomous, self-evolving AI, Meta appears ready to lead the charge—not just with software, but with devices designed to integrate superintelligence into daily life.