Meta launches Meta One subscription program to offset hundreds of billions in AI infrastructure spending

Meta launched Meta One, a tiered subscription program for creators and businesses that use Meta AI, as a shift toward recurring revenue streams.

Meta raised its full-year 2026 capex guidance to $125 billion to $145 billion. Revenue from Meta One could range from $4 billion to $12 billion, depending on which subscription plan users prefer.

J.P. Morgan downgraded Meta to neutral due to its spending, noting that while Meta One is a smart strategy to diversify revenue, it will take years to meaningfully offset the company's planned AI investments.