Meta Platforms CEO Mark Zuckerberg outlined the company's long-term AI strategy on Wednesday, emphasizing personal superintelligence, company-developed AI models and smart glasses. These investments could influence Meta's next stage of growth. Zuckerberg discussed the strategy during Meta's third-quarter 2026 earnings call.
Bernstein analyst Mark Shmulik asked whether Meta was beginning a new era centered on Meta's Muse AI models. Zuckerberg said personal superintelligence extends Meta's longstanding mission of empowering individuals and helping people connect. Zuckerberg referred to a letter written more than a year ago that identified personal superintelligence as the company's guiding objective. Zuckerberg said Meta wants to make advanced AI available to everyone.
Zuckerberg said Meta has already reorganized the company's AI work and created a dedicated laboratory to develop models for personal AI agents. Zuckerberg argued that Meta can provide the best user experience by developing and controlling the full technology stack. That approach would encompass both the underlying AI models and the agents that users interact with.
Zuckerberg linked Meta's AI ambitions with investments in smart glasses and other next-generation devices. Zuckerberg said Meta has long pursued new hardware platforms capable of providing better end-to-end experiences. Zuckerberg expects the AI and hardware efforts to become more integrated in the coming years.
Zuckerberg characterized the AI and hardware investments as long-term commitments. Zuckerberg argued that Meta should prioritize developing compelling technology for billions of people. Zuckerberg said, "As long as we continue to do that, then over time the business takes care of itself."
Meta reported third-quarter revenue of $64.6 billion, exceeding the $63.37 billion analyst estimate. Meta reported adjusted earnings of $7.40 per share, above expectations of $5.74 per share. Meta forecast fourth-quarter revenue of $73 billion to $76 billion, against analyst estimates of $73.74 billion. Meta increased the company's full-year 2026 expense forecast to between $175 billion and $179 billion. Meta's previous expense projection was $165 billion to $169 billion.
Meta shares finished Wednesday at $697.52. Benzinga Pro data showed Meta shares down 0.62% at $693.20 in Thursday's premarket trading. Benzinga Edge Stock Rankings showed strong short-, medium- and long-term price trends for META, together with a moderate value score.
Meta Outlines Long-Term AI Strategy Focused on Personal Superintelligence
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Summary
Meta CEO Mark Zuckerberg outlined the company's long-term crypto strategy during the Q3 2026 earnings call, focusing on personal superintelligence and in-house AI models. The plan includes smart glasses and a dedicated lab for personal AI agents. Zuckerberg tied these efforts to Meta’s mission and long-term investing in hardware. The company reported Q3 revenue of $64.6 billion and raised its 2026 expense forecast to $175–179 billion.
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