Can Meta make money on AI beyond consumer ads? That’s a big question going into earnings.

meta reports earnings this week, and the big question is whether its ai can make money outside of consumer ads. the company has been good at using ai to target ads and boost revenue there — that part works. but analysts are asking if meta's ai models have real applications beyond that. the company has been investing heavily in infrastructure and talent, but the payoff in other areas — enterprise tools, creator products, or something else — isn't obvious yet. meta has talked up its open-source llama models and ai assistants, but concrete revenue from those is still thin. the earnings call will be watched closely for any sign of a second act.