Meta (META) reported a blowout fourth quarter after the bell on Wednesday, posting better-than-anticipated earnings per share and revenue. But the big news came during the company’s earnings call.

CEO Mark Zuckerberg used his opening remarks to deliver what felt more like a state of the union address, laying out his plans for the company’s AI moves in 2026 after a tough 2025.

Meta spent a large chunk of the last year reforming its AI arm after the disappointing release of its Llama 4 models in April.

The company ended up delaying its largest model in the family, Llama 4 Behemoth, and earlier this month Meta’s now former chief AI scientist Yann LeCun told the Financial Times that the company “fudged” some performance benchmarks for the Llama 4 models to make them seem better than they actually were.

Zuckerberg spent the summer and fall on a hiring spree, shaking up Meta’s AI division. The company purchased a $14.3 billion stake in startup Scale AI and brought on CEO Alexandr Wang to head up Meta’s Superintelligence Lab as the company’s first chief AI officer.

But Zuckerberg is painting a far rosier picture of 2026, and with plans to integrate AI across its business segments, and Wall Street is eating it up, sending shares higher Thursday.

Meta’s AI bounce

According to Zuckerberg, Meta will begin shipping new AI models and products in the coming months. And while he admits the first interactions will “be good,” the CEO claims that they’ll “steadily push the frontier over the course of the year.”

Zuckerberg says Meta will implement its new models across its advertising and recommendation systems, allowing them to “understand people’s unique personal goals and tailor feeds to show each person content that helps them improve their lives in the ways that they want.”

He also alluded to using AI to create “new kinds of content,” adding that users will move beyond video and photos to new media formats that are immersive and interactive.

“Soon, you’ll open our apps, and you’ll have an AI that understands you and also happens to be able to show you great content or even generate great personalized content for you,” Zuckerberg said.

Part of that vision includes Meta’s smart glasses effort, which includes the company’s Ray-Ban Meta glasses and Meta Ray-Ban Display smart glasses. The company said that its smart glasses sales tripled in 2025.

Of course, all of Zuckerberg’s plans are going to cost billions in AI infrastructure construction. For 2026, the company expects to spend as much as $135 billion on capital expenditures. But Meta’s Q4 results and Zuckerberg’s plans still drew a positive response from some analysts.