AAPL vs META: AI Stock Comparison

Apple Inc. vs Meta Platforms, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$META scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AAPL
Apple Inc.
iPhone maker adding Apple Intelligence features.
$META 🏆
Meta Platforms, Inc.
Social apps funding one of the biggest AI capex budgets.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding14.53B
as of 2026-10-23 · 10-K cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest fiscal year) $478.83B
10-K period ended 2026-09-26; +15% y/y · SEC filing
Gross margin 48.8%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $158.06B
Same fiscal year; 33% operating margin · SEC filing
Revenue (latest quarter) $64.60B
10-Q period ended 2026-09-30; +26% y/y · SEC filing
Operating income $12.99B
Same quarter; 20% operating margin · SEC filing
Net income $9.86B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendar
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Upcoming catalystsNone tracked
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Most recent reported
Nov 2, 2026
Apple Inc. reports quarterly results · source
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Oct 21, 2026
Meta Platforms, Inc. reports quarterly results · source
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Key risks
  • “Issues related to artificial intelligence may result in reputational, competitive and financial harm to the Company, regulatory action, legal liability, and other adverse effects to the…” — 10-K risk factor (filed 2026-11-03) · source
  • “Global markets for the Company’s products and services are highly competitive and subject to rapid technological change, and the Company may be unable to compete effectively in these…” — 10-K risk factor (filed 2026-11-03) · source
  • “We may not be successful in our artificial intelligence initiatives, which could adversely affect our business, reputation, or financial results.” — 10-K risk factor (filed 2026-01-29) · source
  • “We have been and remain subject to regulatory and other government investigations, enforcement actions, and settlements, and we expect to continue to be subject to such proceedings and…” — 10-K risk factor (filed 2026-01-29) · source
AI angle

Apple's AI angle is on-device and private-cloud AI features that may drive device upgrades; AI is not yet a separately reported revenue line.

Meta uses AI for ad targeting and content ranking and is building frontier models and assistants. Its spending on AI data centers is among the largest of any company.

Full analysis: $AAPL →Full analysis: $META →

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Deep dives: AAPL next earnings & catalysts · META next earnings & catalysts · AI earnings this week