‘The Investments That We’ve Done…’

On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company is looking beyond video toward interactive, immersive formats that let users step inside content, as Horizon Worlds and AI converge to reach mobile audiences. During the company’s fourth-quarter earnings call, Zuckerberg said video, while still growing, is not the final stage of digital…


‘The Investments That We’ve Done…’

On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company is looking beyond video toward interactive, immersive formats that let users step inside content, as Horizon Worlds and AI converge to reach mobile audiences.

During the company’s fourth-quarter earnings call, Zuckerberg said video, while still growing, is not the final stage of digital expression.

He told analysts that the way people communicate has consistently evolved as technology improves, moving from text to photos and eventually to video as smartphones and faster networks enabled richer formats.

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“People always want to express themselves and experience the world in whatever the richest format is that they can,” Zuckerberg said, adding that video “is not the end of the line.”

The Meta CEO also highlighted Horizon Worlds as a key example of where Meta sees the future heading, particularly as the company works to bring the platform beyond virtual reality headsets and onto mobile devices.

He suggested a future in which users don’t just watch content but actively participate in it, describing experiences where someone could tap a video and “jump into it” to engage in a more immersive way.

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Meta’s investments in virtual reality software, Horizon and artificial intelligence are expected to work together to make those experiences scalable, he said.

AI, in particular, could help create interactive environments and lower the barrier to building immersive content.

“I think the investments that we’ve done… are going to pair well with these AI advances to be able to bring some of those experiences to hundreds of millions and billions of people through mobile,” Zuckerberg said.

“That’s the thing that I’m quite excited about, but it’s just sort of one flavor of a theme that I think is going to be very interesting,” Zuckerberg concluded.

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Meta posted fourth-quarter revenue of $59.89 billion, topping analysts’ expectations of $58.30 billion, while adjusted earnings came in at $8.88 per share, surpassing the consensus estimate of $8.16, according to Benzinga Pro.

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