Meta Reports 10 Million Weekly Business AI Conversations

Meta announced its business AI tools now facilitate 10 million conversations per week as of late March 2025, up from 1 million at the beginning of the year, with more than 8 million advertisers using at least one generative AI feature. The company reported strong Q1 2025 financial results with revenue of $56.3 billion (up 33% year-over-year) and profit of $26.8 billion, driven partly by paid WhatsApp messaging and app subscriptions totaling $885 million. Meta is powering these tools with Muse Spark, the first large language model from its Meta Superintelligence Labs division established in 2024, and plans to launch Meta Ads AI Connectors in open beta in April 2025. The AI tools remain free for most businesses, with particularly strong adoption among small and medium-sized businesses, while advertisers using video generation features saw over 3% higher conversion rates in tests.

Growth and expansion of Meta's business AI tools

• ▪Meta set up the Meta Superintelligence Labs division in 2024
• ▪Meta is working to power its business products with its new large language model Muse Spark
• ▪Meta's business AI tools facilitated about 10 million conversations per week as of late March 2025
• ▪Meta recently expanded the beta program of its business AI assistant in the U.S., EMEA, APAC, and LATAM
• ▪Muse Spark is the first large language model released under the Meta Superintelligence Labs division
• ▪Meta's business AI tools are currently free for most businesses on Meta's messaging apps

AI-powered advertising tools and adoption metrics

• ▪Meta Ads AI Connectors will let advertisers connect their Meta ad account to an AI agent
• ▪Advertisers using Meta's video generation feature saw more than 3% higher conversion rates in tests
• ▪Meta is launching the open beta of Meta Ads AI Connectors in April 2025
• ▪Meta's GenAI ad creative tools have particularly strong adoption among small and medium-sized businesses
• ▪More than 8 million advertisers are using at least one of Meta's GenAI ad creative tools

Meta's overall financial performance and revenue streams

• ▪Meta reported profit of $26.8 billion in the first quarter of 2025
• ▪WhatsApp Plus subscription gives users access to custom icons, themes, and notification sounds
• ▪Meta's revenue was $56.3 billion in the first quarter of 2025
• ▪Meta's first quarter 2025 app revenue was largely due to demand for paid messaging on WhatsApp and subscriptions to Meta's apps
• ▪Meta's Family of Apps generated other revenue of $885 million in the first quarter of 2026
• ▪Meta started testing a WhatsApp Plus subscription in April 2025

Perspective of Meta shareholders and investors

• ▪Meta's establishment of the Superintelligence Labs division signals the company's commitment to competing with OpenAI and Google in advanced AI development
• ▪Meta's AI investments contributed to the company's 33% year-over-year revenue growth in Q1 2025 by improving advertiser performance

Perspective of Competing AI and advertising technology companies

• ▪The rapid growth from 1 million to 10 million weekly conversations demonstrates Meta's ability to scale AI adoption faster than standalone AI service providers