This video provides a fundamental analysis of Meta Platforms' Q2 2025 earnings report. The company's revenue grew 22% year-over-year, exceeding analyst estimates by $2.5 to $3 billion, revenue guidance shows an estimate of 21% growth year over year. Operating margins also expanded, reaching 43%, but free cash flow decreased due to increased investments in AI infrastructure and data centers.. This strategic focus on AI infrastructure is anticipated to yield positive outcomes over time, as the AI improves performance and customer engagement across platforms like Instagram and Whatsapp. The company has also increased spending on research and development by 20% with an expectation of 70 billion capital expenditure at the end of the reporting period, there has been an increase on daily active people on the company platform; This investment are expected to push the thesis and growth even more for the next quarters.