Meta earnings data shows Llama mentions drop to zero as Muse hits 97 mentions and $135B capex guide

·2026.10.25 09:14

Key point

Meta reported 97 mentions of Muse and zero of Llama in its Q3 2026 earnings call, alongside a 2026 capex guide of $135B to $145B.

Muse mentions surged to 97 on the October 21, 2026 call, while Llama mentions fell from 26 in 2024 to zero across all four 2026 calls.
Management reported that over 10 million people in the US and Canada set up a Muse personal agent in a month and a half, with about 25% using it on any given day.
Meta guided 2026 capital expenditures to $135B to $145B, following Q3 2026 capex of $34.9B and negative free cash flow of $2.1B.
Zuckerberg stated the company expects to make Muse more than 10x cheaper to run within a year and confirmed the release of open-weights models Muse Glimmer and Muse Spark Open.

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