Moderna's Q3 revenue grew 29% year-on-year, significantly exceeding expectations; the company raises its full-year revenue growth guidance to 15%–25% | Caibao Insight

Moderna’s third-quarter revenue and earnings both surged well above Wall Street expectations. The company accordingly raised its full-year 2026 revenue growth guidance sharply—from a prior high of 10% to 15%–25%. Accelerated product launches and international market expansion are the key drivers. The company’s Q3 revenue rose 29% year-on-year to $1.31 billion; net income reached $162 million, with earnings per share (EPS) of $0.38. Analysts had previously forecast an EPS loss of $1.25 and revenue of only approximately $885 million. Following the announcement, Moderna’s stock rose nearly 10% in pre-market trading; its year-to-date gain has already exceeded 700%.

Meta cuts 12,000 employees in one year

After-hours shares rose 2.14%. Zhi Dongxi reported on October 22 that Meta released its fiscal 2026 third-quarter financial results early this morning. Its AI business has gradually entered the stage of product validation and commercialization: daily active users across Meta’s family of apps reached 3.64 billion; advertising revenue rose 26% year-on-year; and Muse—the personal AI agent—has been configured by over 10 million users in the U.S. and Canada within roughly six weeks of launch, with approximately 25% of those users engaging with it daily. This quarter, Meta’s revenue totaled $64.601 billion (≈ RMB 431.3 billion), up 26% year-on-year; net income amounted to $9.86 billion (≈ RMB 65.8 billion), up 264% year-on-year; diluted EPS was $3.83 (≈ RMB 25.57). ▲ Meta’s revenue and growth over the past three years (Chart by Zhi Dongxi) Due to a $9.89 billion (≈ RMB 66 billion) charge related to litigation concerning U.S. teen mental health, Meta’s operating profit declined 37% year-on-year to $12.988 billion, and its operating margin dropped from 40% a year ago to 20%. Excluding this charge, EPS for the quarter was $7.40 (≈ RMB 49.40). Meta’s investment in AI infrastructure is also accelerating rapidly. Capital expenditures for the quarter reached $34.91 billion (≈ RMB 233.1 billion); free cash flow turned negative at −$2.12 billion (≈ RMB −14.15 billion). As of September 30, 2026, Meta employed 66,775 people globally—a 15% decline year-on-year, or roughly 12,000 fewer employees. Meta is reallocating more resources toward AI models, data centers, smart glasses, and new product development. Additionally, Meta’s Board of Directors approved the creation of a new class of publicly traded, non-voting Class C common stock, expected to take effect in January 2027. As of the close of trading on Eastern Time October 21, Meta’s share price stood at $697.52 (≈ RMB 4,657), up 0.47%, with a total market capitalization of approximately $1.78 trillion (≈ RMB 11.88 trillion). In after-hours trading, Meta’s share price initially surged 7% to $746.50 (≈ RMB 4,984). As of 8:00 p.m. Eastern Time in after-hours trading, the share price rose 2.14% to $712.48 (≈ RMB 4,757). ▲ Meta’s stock price (Source: MSN) 01. Advertising Revenue: RMB 421 Billion AI Enhances Core Business Monetization Advertising remains Meta’s primary revenue source. This quarter, advertising revenue reached $63.061 billion (≈ RMB 421 billion), up 26% year-on-year—accounting for approximately 97.6% of total revenue. By business segment, Meta’s Family of Apps generated $64.158 billion (≈ RMB 42.83 billion) in revenue, up 26% year-on-year; Reality Labs revenue was $443 million (≈ RMB 2.957 billion), down 6% year-on-year.

Aemetis Q3 2026 Earnings: Revenue Climbs to $88.2M, Posts Operating Profit

1 day ago

Aemetis Inc reported a Q3 2026 operating profit of $20.85 million, with revenue rising to $88.15 million from $59.19 million the previous year, marking a significant financial turnaround despite existing deficits.

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