Meta will report the revenue in the fourth quarter of 2024 after the US stock market ends on Wednesday.

Analysts may ask Mark Zuckerberg plans to spend a plan between $ 60 billion and $ 65 billion in AI infrastructure in 2025. This is the $ 50 billion expected to spend at the end of the last quarter. However, with the increase in competition facing META, especially from the competition from the new player Deepseek AI, the company is increasing the efforts of AI.

Earlier this week, Meta announced that it would launch a more personalized AI assistant. This technical giant also insists that Yuan AI is the most commonly used virtual assistant, although it is difficult to avoid using it on platforms such as Instagram and Design.

Although Chinese competitors Deepseek has achieved overnight success, some analysts still watch the AI ​​function of Meta.

"DeepSeek is an excellent LLM model that competes with Meta's LLAMA and Openai's ChatGPT ... The comparison is over, because tonight we hope that these two Tech Tech Stalwarts Meta and MSFT will double AI vision/buildings. This will be. The other is the strong confidence that this AI revolution began. Microsoft reported its quarterly income on the same day.

Other analysts predict that AI will worry about Zuckerberg's decision to get rid of the third -party factual inspection plan.

Mike Proulx, the director of research director of Forrester, said: "I hope to have a higher defensive tone during the fourth quarter of Meta's income conference, especially during the Q & A period, because the company has a lot of problems to close its third -party factors." "Meta The typical AI progress update will be covered by analysts 'security of advertising brand cards and concerns about users' opposition. "

A few days after Meta announced the cancellation of its third -party factual inspection plan, it was reported that the company would reduce its labor by 5 % -this time it was aimed at the so -called "low performers".

"Although it started a very crazy start in 2025, in the fourth quarter of Meta in 2025, the results of 2024 may indicate that the company's momentum has continued until this year." "As the labor force announced another 5 %, plums The efficiency of the tower (Meta) was defeated in 2025, obviously "strength".

It is also expected to ask Zuckerberg's internal memorandum of leakage, which shows that the company's actual laboratory department has defeated all sales and user goals and increased by 40 % in 2024. The actual laboratory team is responsible for Quest HeadSests and Horizo ​​N Software Platform. This provides motivation for smart ray glass.

According to reports, the leadership is completely reorganized. According to this information, the actual laboratory will bring closer to the main business and led by Meta Coo Javier Olivan. It is unclear whether Dan Reed, the current chief operating officer of the reality laboratory, will stay in the company.