Meta is set to report its first-quarter earnings with investors focusing on AI spending and impact of tariffs on advertising.
Goldman Sachs believes Meta's Reels platform could drive significant growth for the company, projecting a potential revenue boost in the coming years.
Analysts expect Meta to slightly reduce its planned investments due to economic conditions, with projected total expenses for 2025 being slightly below the company's guidance range.
First-quarter revenue estimates for Meta include advertising revenue estimate of $40.57 billion and total revenue estimate of $41.38 billion.