On July 30, 2026 (Beijing time), Meta listed personal agents, enterprise agents, and computing power construction as future product and revenue directions during its second-quarter earnings call. The company reported revenues of $608.01 billion for the quarter ending June 30, up 28% year-over-year; costs and expenses were $420.26 billion, a 55% increase year-over-year; operating profit and net income decreased by 8% and 14%, respectively. Personal agents remain part of the management's product roadmap rather than completed products generating revenue.
Personal Agents and Messaging Entry Points
Meta CEO Mark Zuckerberg stated in the official prepared remarks that the company is developing personal agents capable of handling tasks on behalf of users continuously. The goals mentioned include life, health, relationships, and finance. He highlighted programming as an area where agents will be used first but emphasized that products for the masses must be ready-to-use and simple enough to be adopted by billions. This reflects management's judgment on product conditions and market size; the prepared remarks only stated they would soon share more information without listing formal names or specific launch dates.
Meta also listed WhatsApp and other messaging products as key entry points for future multi-agent interactions. The company announced that Incognito mode has been launched in WhatsApp and Meta AI apps this quarter, allowing users to have private conversations with assistants that even Meta cannot view, emphasizing privacy and security as foundational elements of the agents under development. However, the public prepared remarks did not detail data flows, encryption methods, permission boundaries, retention periods, or third-party application access rules for future personal agents; existing modes are also not defined by official materials as a complete future architecture.
Existing Features and Enterprise Adoption
On July 24, Meta began rolling out task features supported by Muse Spark 1.1 in unspecified markets, covering the Meta AI app and meta.ai. Official product announcements state that current features can create plans, connect emails with calendars, generate slideshows, conduct research, produce daily briefings, and continuously execute tasks based on user settings; the company plans to expand this limited rollout to more countries and WhatsApp within weeks. This partial launch is part of the personal agent roadmap but does not replace the broader consumer vision still in planning as of July 29.
On the enterprise side, there are separate operational data points. Meta stated that Business Agents have been available globally on WhatsApp and Messenger this quarter, with over one million companies using them weekly to communicate or complete sales; expansion is also underway for Instagram. Zuckerberg proposed charging models including subscriptions, usage-based pricing, and fees after achieving results; official materials did not disclose final prices, billing thresholds, or personal agent fee plans, nor did they include business data in consumer personal agent adoption metrics.
Enterprise Roadmap and Quarterly Performance
Meta described enterprise AI opportunities as multiple parallel tracks including model APIs, Business Agents, potential direct computing power sales, programming tools, productivity tools, and other services for large clients. The company stated that Muse Spark 1.1 is available through public APIs and plans to increase cooperation channels, distribution of programming agents, and enterprise adoption features. Management presented these as future business directions; the financial report and prepared remarks did not provide combined revenue figures, customer numbers, contract sizes, or completion times for this group of businesses.
Second-quarter financial results showed that different metrics grew at varying rates. Meta's revenues were $608.01 billion with operating profit at $187.75 billion and net income at $158.48 billion; the latter two decreased by 8% and 14%, respectively, year-over-year. The company noted that costs and expenses of $420.26 billion included $2.4 billion in litigation-related fees and a $1.2 billion severance fee related to staff reductions in May 2026; employee compensation, infrastructure, legal matters, and third-party AI token costs were also listed as factors contributing to rising expenses.
Investment in Computing Power and Scope Boundaries
Meta reported capital expenditures of $31.1 billion for the quarter, including principal payments on lease financing, used for servers, data centers, and network infrastructure. The company narrowed its 2026 full-year capital expenditure guidance from $125 to $145 billion to between $130 and $145 billion, stating that computing power will be used for model training, core business operations, personal agents, new products, and large client services. In June, the average daily active users across applications were 3.6 billion, up 3% year-over-year; this cross-application aggregate metric is not a measure of personal agent user numbers.
There is one difference in source attribution that must be preserved: TechCrunch's public feed headline states that Zuckerberg expects billions of people to have personal agents within five years; Meta's official prepared remarks only mentioned that products should be simple enough for billions to use, without specifying the five-year timeframe. The Verge's public feed summary characterizes the plan as a major upcoming push. Existing official materials still do not disclose product names, exact dates, supported devices, launch countries, pricing, full features, privacy architecture, adoption rates, or revenue.