Meta argued against EU order requiring free AI chatbot access to WhatsApp, highlighting the messaging network's strategic value

On May 5, 2026, Reuters reported that Meta Platforms argued against a potential EU order that would require it to give rival AI chatbots free access to WhatsApp. The dispute followed Meta's January policy allowing only Meta AI on WhatsApp, later amended in March to let rivals use the messaging app for a fee.

Meta's competitive advantage rests on network effects, user data, and advertising technology across its Family of Apps (Facebook, Instagram, WhatsApp, and Messenger). Morningstar says Meta merits a wide economic moat because of intangible assets and network effects.

In first-quarter results reported on April 29, Meta's revenue rose 33% to $56.31 billion, ad impressions increased 19%, and average Family daily active people reached 3.56 billion in March.