The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next. According to Visible Alpha consensus, Meta's total revenue for Q3 is expected to be $63.3 billion, driven by $62.8 billion in the Family of Apps segment, especially in the US and Europe. Netflix expectations into Q3 have remained stable all year. Visible Alpha consensus is expecting $12.9 billion in revenue for Q3 and $51.2 billion for FY 2026.
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