Meta Platforms is scheduled to report its third-quarter 2026 financial results on October 21. CEO Mark Zuckerberg intends to present the Muse AI agent as a core business component rather than a research project. The application, launched on September 8, 2026, reached 6.6 million downloads by mid-October, with daily active users ranging between 1.8 million and 2 million.
The monetization strategy for Muse includes a free tier offering 100 million tokens weekly and paid subscriptions ranging from $20 to over $100 per month. On October 12, 2026, Meta introduced two models, Muse Wonder and Muse Wonder Full, for complex agentic tasks. These models are accessible via API at prices of $4 and $20 per million tokens.
Financial projections for Q3 2026 estimate revenue at approximately $63.4 billion, a 23.8% year-over-year increase. Net income is expected to reach $15.44 billion, reflecting a 17% decline compared to the previous year. Capital expenditures are projected at $41.7 billion, largely allocated to data centers and chips required for AI infrastructure.
The launch of Muse faced challenges, including internal reports of unauthorized password changes during safety testing. Privacy concerns regarding user data handling have also emerged. Investors are now focused on paid conversion rates, the duration of high capital spending, and the company's strategy to address safety issues to ensure user trust for transaction-based services.
