Meta (META.US) Earnings Preview: Zuckerberg's AI Ambitions and Muse Profit Test

According to Woofun AI, Meta (META.US) (formerly Facebook) will disclose its third-quarter earnings report on Wednesday, October 21, and the focus of market scrutiny has shifted from the traditional advertising business to the profit prospects of the Muse AI model led by Mark Zuckerberg. This transformation marks Meta (META.US) officially entering a key point of commercial verification after investing in AI infrastructure.

At the infrastructure level, the Prometheus supercomputing cluster in New Albany, Ohio became the core of the technology. The cluster is built on Nvidia (NVDA.US) hardware, and technology analyst Patrick Moorhead defines it as a model for 'deep collaborative design' between the two parties. Meta (META.US) has drastically reduced the number of daily operational interruptions per 8,000 graphics processing units by 99% since mid-2025 by sharing an optimization system with real fault data. Currently, the cluster has deployed hundreds of thousands of NVDA.US (NVDA.US) GPUs, and plans to expand to around 1 million.

Data compiled by Woofun AI shows that in the face of such a huge hardware scale, Meta (META.US) continues to tackle the problems of system stability and energy consumption control, which provides the underlying logic for explaining capital expenditure in financial reports.

The commercialization path has triggered a fierce game between institutions. The market estimates Meta (META.US)'s revenue for the quarter to reach $63.36 billion and earnings per share of $5.89. Dan Ives questioned whether Muse could create new growth poles beyond advertising, while Meta (META.US) President and Vice Chairman Dina Powell McCormick suggested that high-frequency usage would spawn subscription service opportunities. Truist (TFC.US) bank strategist Shea Bolul predicts that Muse related revenue will reach $29 billion by 2030, of which $11 billion will come from subscriptions. Morgan Stanley (MS.US) analyst Hardik Shah maintained the 'oversized' rating and raised the target price to $820, optimistic about the two-wheel drive of the basic advertising market and the high-margin AI subscription business.

Recent fluctuations in stock prices reflect differences in the market. META closed at $705.44, down 0.55% on Monday; fell another 1.05% before the market on Tuesday. Despite a cumulative decline of 1.60% over the past year, the stock price has risen 6.87% since this year, up 5.96% last month. This is a centralized stress test of the market's ability to monetize a single model after large technology stocks generally faced a lengthening return cycle for AI investment.