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Meta’s 10-Q: About $810B in Commitments and Leases Not Yet Started


Meta’s 10-Q: About $810B in Commitments and Leases Not Yet Started

Walid Wahba

October 23, 2026

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  • Cloud Platforms & Infrastructure
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Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Walid Wahba

October 22, 2026

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  • Cloud Platforms & Infrastructure
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Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

Guava Systems Editorial Team

October 21, 2026

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  • Cybersecurity & Resilience
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Ofcom opens investigation into Instagram Instants risk assessments

Ofcom opens investigation into Instagram Instants risk assessments

Guava Systems Editorial Team

October 6, 2026

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  • AI & Copilot
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Meta announces Enterprise Platform and names CJ Desai to lead it

Meta announces Enterprise Platform and names CJ Desai to lead it

Guava Systems Editorial Team

September 28, 2026

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  • Hardware & Devices

Meta Ray-Ban Display expands to Canada and the UK after Connect 2026

Meta Ray-Ban Display expands to Canada and the UK after Connect 2026

Guava Systems Editorial Team

September 25, 2026

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