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Binance Square launches the second installment of its U.S. earnings season coverage, focusing on Tesla and Meta’s AI investment returns
On October 22, Binance Square published the second installment of its U.S. earnings season coverage, focusing on Tesla (TSLA) and Meta (META)’s third-quarter results. Both companies reported their results after the U.S. market closed on October 21, Eastern Time. The market’s key focus is whether investments in artificial intelligence (AI) can translate into actual revenue, profits, and cash flow.
For Tesla, third-quarter deliveries reached 486,532 vehicles, exceeding analysts’ general expectations. However, the profitability of its automotive business remains a key focus, particularly its automotive gross margin excluding regulatory credit revenue. Investors will also be watching energy storage performance, progress in commercializing Full Self-Driving (FSD), Robotaxi, and Optimus robots, as well as capital expenditures and free cash flow—all of which will shape the market’s assessment of the company’s growth prospects.
For Meta, the market will focus on advertising growth and the returns on AI investment. Investors should watch revenue, ad impressions, and changes in average prices to assess whether AI recommendation systems and advertising tools can improve monetization efficiency. Meta expects capital expenditures to reach $130 billion to $145 billion in 2026. Whether this spending can generate commensurate growth in profits and cash flow, along with full-year expenses and forward guidance, will be among the key points in this earnings report.
Binance Square is expected to provide ongoing coverage of both companies’ results through earnings previews, post-results analysis, and live analyst sessions in Chinese and English. Users can follow the relevant earnings topics on Binance Square and join the discussion via #EarningsSeason to share their views on the results and market trends. $BNB
Binance Square launches the second installment of its U.S. earnings season coverage, focusing on Tesla and Meta’s AI investment returns
On October 22, Binance Square published the second installment of its U.S. earnings season coverage, focusing on Tesla (TSLA) and Meta (META)’s third-quarter results. Both companies reported their results after the U.S. market closed on October 21, Eastern Time. The market’s key focus is whether investments in artificial intelligence (AI) can translate into actual revenue, profits, and cash flow.
For Tesla, third-quarter deliveries reached 486,532 vehicles, exceeding analysts’ general expectations. However, the profitability of its automotive business remains a key focus, particularly its automotive gross margin excluding regulatory credit revenue. Investors will also be watching energy storage performance, progress in commercializing Full Self-Driving (FSD), Robotaxi, and Optimus robots, as well as capital expenditures and free cash flow—all of which will shape the market’s assessment of the company’s growth prospects.
For Meta, the market will focus on advertising growth and the returns on AI investment. Investors should watch revenue, ad impressions, and changes in average prices to assess whether AI recommendation systems and advertising tools can improve monetization efficiency. Meta expects capital expenditures to reach $130 billion to $145 billion in 2026. Whether this spending can generate commensurate growth in profits and cash flow, along with full-year expenses and forward guidance, will be among the key points in this earnings report.
Binance Square is expected to provide ongoing coverage of both companies’ results through earnings previews, post-results analysis, and live analyst sessions in Chinese and English. Users can follow the relevant earnings topics on Binance Square and join the discussion via #EarningsSeason to share their views on the results and market trends. $BNB