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Meta Platforms is printing money — and still getting dragged back to Earth

Meta Platforms is printing money — and still getting dragged back to Earth

KAHROS Team

TL;DR

Quick Summary

  • India’s Supreme Court warned on February 3, 2026 it could reimpose restrictions on WhatsApp data sharing with other Meta entities, putting privacy (and targeting mechanics) back in focus.
  • Meta’s Q4 2025 was massive: $59.893B revenue and $22.768B net income, with 3.58B family daily active people in December 2025.
  • Meta is leaning hard into AI infrastructure: $72.22B capex in 2025 and $115–$135B capex guided for 2026.

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Meta Platforms: Big AI spend meets WhatsApp privacy heat | KAHROS