Meta Platforms enters 2026 facing a pivotal balance between regulatory compliance and aggressive AI expansion. This January, EU users gain new control over ad personalization due to Digital Markets Act enforcement, potentially impacting core advertising revenue (Techbuzz.ai, December 31, 2025). Simultaneously, Meta’s AI-powered Reels is projected to reach a $50 billion annual revenue run rate (Whalesbook, January 01, 2026). Analysts remain largely bullish, noting anticipated 2026 AI capital expenditures exceeding $100 billion to cement market leadership (AInvest, January 01, 2026).
Meta Faces EU Ad Model Shift and Touts AI-Powered Reels Growth for 2026