AI brief of an SEC Form 8-K · Meta Platforms (META)

Meta Q3 revenue rises 26% to $64.6 billion; $9.9 billion legal charge cuts profit

Mixed Impact 4 of 5 earnings

Meta reported third quarter 2026 revenue of $64.60 billion, up 26% year over year, and diluted EPS of $3.83 versus $1.05. A $9.89 billion charge tied to an agreement with 52 attorneys general cut operating income 37% to $12.99 billion. The company also approved a non-voting Class C stock, a one-time stock dividend, and a Founder Alignment Agreement with Mark Zuckerberg that limits his sales of the new shares, with the new class effective January 19, 2027.

Key points

  • Revenue $64.60 billion, up 26%; income from operations $12.99 billion, down 37%, including the $9.89 billion charge
  • Diluted EPS $3.83 reported; the company says it would have been $7.40 excluding the charge
  • Fourth quarter 2026 revenue guidance $73-76 billion; full-year 2026 total expenses now expected at $175-179 billion
  • Board approved non-voting Class C stock effective January 19, 2027, with a one-time stock dividend of one Class C share per Class A and Class B share

The filing

CompanyMeta Platforms (META)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:03 PM ET
Accession number0001628280-26-066700

Items reported: 1.01 Material Definitive Agreement2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.