Summary

• Will Meta Platforms and Microsoft maintain their capex guidance this year?
• According to Visible Alpha consensus, total revenues expected for Q3 have remained stable since late October 2025, driven by a resilient view of its core business segments.
• According to Visible Alpha consensus, total revenues for Q1 are expected to be $55.5 billion, driven by solid performance in the Family of Apps segment, especially in the US and Europe.

The strong investment growth in technology infrastructure to support generative AI (GAI) has been a focus over the past year and is projected to expand this year. The expectations for CapEx spending by the hyperscalers continue to

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