Vanaxity insights tagged Q4 ad budgets - notes on AI content, SEO, GEO and AEO from Van Data Team.
Meta reported third-quarter 2026 revenue of $64.6 billion on October 21, up 26% from a year earlier. For advertisers, the key numbers were a 14% rise in the average price per ad and a 10% rise in ad impressions. Nearly 10 million advertisers used at least one generative AI creative tool, Partnership Ads with creators passed a $15 billion annual run rate, and more than 10 million people in the US and Canada set up Meta's Muse AI agent in about six weeks, mostly for shopping. Meta also guided fourth-quarter revenue to $73 billion to $76 billion, narrowed its 2026 spending plan to $135 billion to $145 billion and announced a new non-voting class of stock. Together, the numbers point to higher ad prices, more AI in Meta's ad tools and a new AI shopping channel brands need to plan for.
