Meta Platforms, Inc. (META): Analyse Pestle [Jan-2025 MISE À JOUR]

Dans le paysage numérique en évolution rapide, Meta Platforms, Inc. se dresse à un carrefour critique, naviguant des défis mondiaux complexes qui s'étendent sur des domaines politiques, économiques, technologiques et sociétaux. De l'intensité réglementaire intense aux investissements révolutionnaires dans l'intelligence artificielle et le métaverse, la société fait face à des pressions sans précédent qui pourraient remodeler sa trajectoire future. Cette analyse complète du pilon dévoile les forces externes à multiples facettes contestant le positionnement stratégique de Meta, offrant un aperçu incisif sur l'écosystème complexe qui définit l'une des sociétés technologiques les plus influentes au monde.

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs politiques

Examen global accru sur les politiques de confidentialité des données et de modération du contenu

Meta face 5,8 milliards de dollars d'amendes de confidentialité de l'UE Entre 2020-2023. L'entreprise a dépensé 13,7 milliards de dollars sur la modération du contenu en 2022, avec approximativement 40 000 personnes d'examen de contenu à l'échelle mondiale.

Région	Impact de la réglementation de la confidentialité	Coût de conformité
Union européenne	Application du RGPD	3,2 milliards de dollars
États-Unis	Lois de confidentialité au niveau de l'État	1,5 milliard de dollars
Californie	Implémentation du CCPA	650 millions de dollars

Défis réglementaires en cours dans plusieurs pays

Méta rencontrée 27 Investigations réglementaires nationales différentes en 2023, avec des défis importants dans:

• Inde: Restrictions de contenu de la plate-forme
• Brésil: Règlements sur la désinformation électorale
• Australie: Lois de monétisation du contenu d'actualités
• Canada: Législation en ligne sur la prévention des méfaits

Investigations potentielles antitrust

La Commission fédérale américaine du commerce Procédure antitrust avec une pénalité potentielle de 5 milliards de dollars. L'enquête du ministère de la Justice a estimé les violations potentielles de la concurrence du marché 10 à 15 milliards de dollars.

Juridiction	Statut d'enquête antitrust	Impact financier potentiel
États-Unis	Investigation de FTC active	5 à 15 milliards de dollars
Union européenne	Revue de concurrence en cours	4,3 milliards d'euros

Relations internationales complexes affectant les opérations de plate-forme

Méta a connu des restrictions opérationnelles en 12 pays, y compris:

• Chine: Interdiction complète de la plate-forme
• Russie: limitations opérationnelles partielles
• Iran: Restrictions d'accès au contenu
• Inde: Exigences de modération de la plate-forme intermittente

Les coûts totaux de conformité géopolitique et d'adaptation atteints 2,3 milliards de dollars en 2023.

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs économiques

Les revenus publicitaires restent la source de revenu primaire malgré les défis du marché

Meta Plateformes a déclaré des revenus publicitaires de 86,45 milliards de dollars en 2023, représentant un Partie importante du total des revenus de l'entreprise. T4 2023 Les revenus publicitaires ont atteint 24,65 milliards de dollars, démontrant la résilience sur le marché de la publicité numérique.

Année	Revenus publicitaires totaux	Croissance d'une année à l'autre
2022	114,93 milliards de dollars	-1.5%
2023	86,45 milliards de dollars	-24.7%

Investissements importants dans l'intelligence artificielle et les technologies de métaverse

Meta a investi 40 milliards de dollars dans la recherche et le développement en 2023, avec un accent substantiel sur les technologies de l'IA et de Metaverse. Les investissements sur les infrastructures AI ont atteint environ 15 à 20 milliards de dollars.

Catégorie d'investissement technologique	2023 Montant d'investissement
Dépenses totales de R&D	40 milliards de dollars
Infrastructure d'IA	15-20 milliards de dollars
Développement métaversé	10 à 15 milliards de dollars

Mesures de réduction des coûts et réductions de la main-d'œuvre

Meta a mis en œuvre des réductions importantes de la main-d'œuvre en 2023, réduisant environ 21 000 employés. Les efforts d'optimisation des coûts ont entraîné des économies annuelles estimées de 5 milliards de dollars.

Métrique de réduction des coûts	2023 données
Les employés sont licenciés	21,000
Économies annuelles estimées	5 milliards de dollars
Réduction des dépenses d'exploitation	~13%

Performance de stock volatile

Le cours des actions de META a connu une volatilité importante en 2023, allant de 122,75 $ à 362,18 $, avec une capitalisation boursière fluctuant entre 310 et 930 milliards de dollars.

Métrique de performance du stock	Gamme 2023
Prix ​​du cours des actions	$122.75
Prix ​​des actions	$362.18
Capitalisation boursière faible	310 milliards de dollars
Capitalisation boursière élevée	930 milliards de dollars

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs sociaux

Engagement en baisse des utilisateurs parmi les groupes démographiques plus jeunes

Selon les données du Pew Research Center de 2023, l'utilisation de Facebook chez les adolescents âgés de 13 à 17 ans est tombée à 32%, contre 71% en 2014-2015. L'utilisation Instagram parmi la même démographie a diminué à 46% en 2023.

Plate-forme	Utilisation des adolescents 2014-2015	Utilisation des adolescents 2023	Pourcentage de baisse
Facebook	71%	32%	55%
Instagram	N / A	46%	N / A

Préoccupations croissantes concernant les impacts sur la santé mentale des plateformes de médias sociaux

Un avis d'un chirurgien General 2023 a révélé que 95% des adolescents âgés de 13 à 17 ans utilisent les médias sociaux, avec 1 sur 3 déclarant des défis de santé mentale directement liés à l'utilisation de la plate-forme.

Métrique de santé mentale	Pourcentage
Adolescents utilisant les médias sociaux	95%
Adolescents signalant des défis de santé mentale	33%

Augmentation de la demande des utilisateurs pour une confidentialité et un contrôle de contenu améliorés

Les données GlobalWebindex 2023 indiquent que 68% des utilisateurs de médias sociaux sont de plus en plus préoccupés par la confidentialité des données, 52% exigeant plus de contrôle sur leur contenu.

Préoccupation	Pourcentage d'utilisateurs
Préoccupations de confidentialité des données	68%
Demande de contrôle du contenu	52%

Déplacement des modèles de consommation des médias sociaux post-pandemiques

La recherche sur les eMarketer de 2023 montre que l'utilisation quotidienne des médias sociaux a augmenté de 15% par rapport aux niveaux pré-pandemiques, une utilisation quotidienne moyenne atteignant 2,5 heures par utilisateur.

Métrique d'utilisation	Pré-pandémique	2023 données	Pourcentage de variation
Utilisation quotidienne des médias sociaux	2,2 heures	2,5 heures	Augmentation de 15%

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs technologiques

Investissements massifs dans l'intelligence artificielle et les technologies d'apprentissage automatique

Meta Plateformes a investi 39 milliards de dollars dans la recherche et le développement de l'IA en 2023. Les dépenses d'infrastructure d'IA de la société ont atteint 16,2 milliards de dollars au quatrième trimestre 2023. Le modèle d'IA de Meta, Llama 2, a été formé sur 2 milliards de jetons avec 70 milliards de paramètres.

Catégorie d'investissement en IA	Montant (2023)
Investissement total de R&D AI	39 milliards de dollars
Dépenses d'infrastructure d'IA (Q4)	16,2 milliards de dollars
Paramètres du modèle Llama 2	70 milliards

Développement continu des plateformes de réalité métaverse et virtuelle

Meta Reality Labs a déclaré un chiffre d'affaires de 5,7 milliards de dollars au T2 2023, avec une perte totale de 4,65 milliards de dollars. La société a investi plus de 36 milliards de dollars dans Metaverse Technologies depuis 2021.

Métrique d'investissement métaverse	Valeur
Reality Labs Q4 2023 Revenus	5,7 milliards de dollars
Reality Labs Q4 2023 Perte	4,65 milliards de dollars
Investissement cumulatif métaversant (2021-2023)	36 milliards de dollars

Analyse avancée des données et algorithmes de personnalisation

Les méta-processus de plus de 4 pétaoctets de données utilisateur par jour. Les algorithmes de ciblage publicitaire de la société couvrent 2,96 milliards d'utilisateurs actifs mensuels sur ses plateformes.

Concurrence émergente à partir de plateformes vidéo courtes et de réseaux sociaux alternatifs

Tiktok a atteint 1,5 milliard d'utilisateurs actifs mensuels en 2023. Les bobines Instagram ont généré 11,5 milliards de dollars de revenus publicitaires la même année, en concurrence directement avec des plates-formes vidéo courtes.

Plate-forme	Utilisateurs actifs mensuels	Revenus (2023)
Tiktok	1,5 milliard	N / A
Bobines Instagram	N / A	11,5 milliards de dollars

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs juridiques

Litiges en cours de confidentialité et amendes réglementaires potentielles

En 2023, la méta a fait face à un 1,2 milliard d'euros d'amende de la Commission irlandaise de protection des données pour les violations du RGPD liées aux pratiques de transfert de données. La société a des litiges en cours avec plusieurs organismes de réglementation dans différentes juridictions.

Année	Action réglementaire	Montant fin	Juridiction
2023	Violation du RGPD	1,2 milliard d'euros	Union européenne
2022	Règlement de confidentialité de la FTC	725 millions de dollars	États-Unis

Défis de conformité avec les réglementations mondiales de protection des données

Meta doit se conformer à divers cadres internationaux de protection des données, notamment:

• Règlement général sur la protection des données (RGPD) dans l'UE
• California Consumer Privacy Act (CCPA)
• La loi générale sur la protection des données du Brésil (LGPD)
• Loi sur la protection des informations personnelles de la Chine (PIPL)

Contests de propriété intellectuelle et procédures judiciaires liées aux brevets

Année	Type de litige	Parti adverse	Frais juridiques estimés
2023	Violation des brevets	Blackberry Ltd.	40 millions de dollars
2022	Différend	Entreprise de technologie VR	25 millions de dollars

Exigences légales de modération du contenu dans différentes juridictions

Meta fait face à des défis juridiques complexes dans la modération du contenu à travers 190+ pays, avec des exigences réglementaires variables pour:

• Retrait des discours de haine
• Filtrage de désinformation
• Mesures de protection de l'enfance
• Règlement sur la publicité politique

Région	Exigence de modération du contenu	Estimation des coûts de conformité
Union européenne	Conformité de la loi sur les services numériques	300 millions de dollars par an
États-Unis	Interprétation de la section 230	250 millions de dollars par an

Meta Platforms, Inc. (META) - Analyse du pilon: facteurs environnementaux

Engagement à réaliser des émissions nettes-zéro d'ici 2030

Métriques cibles environnementales de Meta:

Portée des émissions	2022 émissions (tonnes métriques CO2E)	Cible de réduction
Émissions de la portée 1	207,000	50% de réduction d'ici 2030
Émissions de la portée 2	3,674,000	100% d'énergie renouvelable d'ici 2030
Portée 3 Émissions	25,900,000	Stratégie complète de réduction de la chaîne de valeur

Investissements importants dans les énergies renouvelables pour les centres de données

Investissement d'énergie renouvelable	2023 Engagement
Aachat d'énergie renouvelable totale	7.2 GW
Énergie renouvelable du centre de données mondiales	72% de la consommation totale d'énergie
Investissement en capital d'énergie renouvelable	1,2 milliard de dollars

Mise en œuvre d'infrastructures durables et de technologies de refroidissement

Métriques d'efficacité de refroidissement du centre de données:

• Efficacité de l'utilisation de l'énergie (PUE): 1.12
• Réduction de la consommation d'eau: 24% d'une année sur l'autre
• Déploiement avancé de refroidissement des liquides: 37 centres de données

Objectifs de neutralité en carbone et initiatives de durabilité environnementale

Initiative de durabilité	2023 Progrès	Allocation financière
Programme de décalage de carbone	2,5 millions de tonnes métriques CO2E Offset	350 millions de dollars
Infrastructure économique circulaire	Taux de réutilisation / recyclage de l'équipement à 85%	275 millions de dollars
Programme de chaîne d'approvisionnement durable	62% des fournisseurs engagés dans des cibles scientifiques	180 millions de dollars

Meta Platforms, Inc. (META) - PESTLE Analysis: Social factors

The social factors influencing Meta Platforms, Inc. (META) in 2025 center on its massive, growing user base and the critical tension between engagement-driving algorithms and platform safety, especially regarding misinformation and content moderation.

Sociological

You need to see the scale of this operation to grasp the social risk and opportunity. Meta's Family Daily Active People (DAP)-the unique users who visit at least one of its apps daily-reached a staggering 3.54 billion on average for September 2025. That's an 8% year-over-year increase, showing its platforms remain deeply embedded in the daily lives of nearly half the world's population. This scale is the core asset, but it also amplifies every social challenge.

The company's strategic pivot to an interest-based feed, often called the Discovery Engine, is directly influencing user behavior. This new algorithm prioritizes content from 'unconnected sources'-accounts you don't follow-with up to 50% of a user's feed on Facebook now being surfaced by artificial intelligence (AI) based on relevance. This move is paying off in engagement, with Facebook seeing an 8% increase in time spent on the platform. This is a defintely smart move to compete with rivals, but it changes the nature of social connection from friends-and-family to pure entertainment.

Here's the quick math on the user base that drives Meta's social influence and revenue:

Metric (as of September 2025)	Value	Significance
Family Daily Active People (DAP)	3.54 billion	Represents daily engagement across Facebook, Instagram, WhatsApp, and Threads.
DAP Year-over-Year Growth	8%	Sustained, significant growth despite massive scale.
Time Spent Increase (Post-Algorithm Shift)	8%	Direct result of prioritizing AI-driven content from unconnected sources.
Global Social Commerce Sales Projection (FY 2025)	$1.2 trillion	Highlights the massive monetization opportunity in social shopping.

Misinformation and Platform Safety

Misinformation remains a top global risk, and Meta's approach to platform safety has undergone a controversial shift in 2025. In January, the company announced it was discontinuing its third-party fact-checking program, replacing it with a crowdsourced 'Community Notes' system, much like the one on X (formerly Twitter). This change is framed as a move toward free expression, but it puts the onus on the community to police content, raising significant concerns among users and advertisers.

The core risk here is brand safety. The CEO acknowledged that 'more harmful content' will likely become more prevalent on Meta's platforms. For brands, this increases the likelihood of their ads appearing next to controversial content, which can damage brand image. Advertisers need to be very clear on their brand safety settings and content exclusion lists now more than ever.

• Content Moderation Shift: Meta is relying on a crowdsourced 'Community Notes' system instead of third-party fact-checkers.
• Brand Safety Risk: Increased likelihood of ads appearing near polarizing or harmful content, as acknowledged by Meta's leadership.
• User Apprehension: The policy changes have led to a surge in searches for platform alternatives and how to delete accounts, signaling user distrust.

Social Commerce as a Cultural Shift

Social commerce-the ability to buy products directly within the social media app-is a major growth area driven by changing consumer habits. Globally, social commerce sales are projected to reach $1.2 trillion by the end of 2025. This represents a significant cultural shift in how people shop, with social networks expected to account for over 17% of total global online sales this year. This isn't just about ads; it's about making the entire shopping journey seamless inside the app.

Meta is a dominant player here, with Facebook alone expected to reach 80 million social shoppers in the U.S. by 2025. The younger demographics are leading the charge, with over 53% of 18- to 26-year-olds already having made purchases directly from social platforms. This consumer behavior is a massive opportunity for Meta, as it directly monetizes the time users already spend on Instagram and Facebook, turning engagement into direct transaction revenue. The user is now a shopper, not just a scroller.

Finance: draft a risk-adjusted revenue model for the social commerce segment by Friday, factoring in the $1.2 trillion market size and potential brand safety fallout.

Meta Platforms, Inc. (META) - PESTLE Analysis: Technological factors

Aggressive AI Investment is the Core Focus

Meta Platforms is in an all-out AI arms race, making massive capital expenditure (CapEx) bets to secure its long-term competitive position. For the 2025 fiscal year, the company has raised its full-year CapEx forecast to a range of between $64 billion and $72 billion, significantly up from earlier estimates. This spending is overwhelmingly directed toward building the foundational infrastructure for artificial general intelligence (AGI).

The core of this investment is the massive procurement of Graphics Processing Units (GPUs) and the construction of next-generation data centers. Here's the quick math: the company is investing to build a 2-gigawatt (GW) data center that will house over 1.3 million GPUs, which is the compute capacity required to train and run its state-of-the-art Llama models. This is a necessary, defintely expensive, investment that will put pressure on near-term margins, but it is essential for future revenue expansion through AI-driven ad performance and new product verticals.

Developing Meta AI to Be a Leading Global AI Assistant

The company's strategy to monetize its enormous AI infrastructure is centered on making Meta AI the leading global AI assistant, deeply integrating it across its family of apps. Launched in April 2025, Meta AI is a conversational assistant that leverages the Llama 4 model to personalize user experiences across WhatsApp, Instagram, and Facebook.

The immediate goal is aggressive user adoption, aiming to capture 1 billion monthly active users by the end of 2025. This cross-platform integration is a key differentiator against rivals like OpenAI's standalone ChatGPT and Google's Gemini, which rely more on a search or productivity-centric approach. Still, to be fair, analysts note that as of late 2025, Meta AI remains subscale compared to the established market leaders, even though it is offered to users for free.

Reality Labs Maintains Hardware Leadership

Despite the pivot to AI, Meta Platforms continues to dominate the Extended Reality (XR) hardware market through its Reality Labs division, which is seen as the future interface for AI. The Quest line of virtual reality (VR) headsets maintains a commanding market share, giving Meta control over the crucial hardware distribution channel.

The company is projected to hold approximately 75% of the global VR headset market share for the full year 2025, demonstrating an overwhelming lead over competitors. This dominance is supported by the strategic segmentation of its product line, including the premium Quest 3 and the more affordable Quest 3S. However, the division's revenue growth in Q2 2025 was driven entirely by its AI-powered smart glasses, with lower Quest sales partially offsetting those gains.

XR Hardware Category	Meta Platforms Market Share (2025)	Key Product	Strategic Insight
Global VR Headset Market (Projected FY2025)	75%	Quest 3 / Quest 3S	Dominates consumer entry point for the metaverse/mixed reality.
Combined AR/VR + Display-less Smart Glasses (Q2 2025)	60.6%	Ray-Ban Meta Smart Glasses	Leverages AI and a lightweight form factor for mainstream adoption.
Quest Store Content Revenue (as of March 2025)	Over $2.9 billion total	Content Ecosystem	Creates a strong lock-in effect for hardware users.

Open-Sourcing Llama AI Models Accelerates Development

Meta's commitment to open-source large language models (LLMs) is a core technological strategy that attracts external talent and accelerates its own development speed. The open release of models like Llama 3.1 in July 2025, which includes the colossal 405 billion parameter model, has leveled up the open-source AI ecosystem.

This approach democratizes access to advanced AI, allowing developers and startups to build custom applications without the hefty licensing fees of proprietary systems. The open-source model has seen significant adoption, with Llama 2.0 models accumulating over 2 million downloads worldwide by March 2025. This strategy has a direct economic benefit: a study found that 89% of organizations adopting AI use open-source models, with two-thirds citing cost savings as a top reason for adoption.

• Llama 3.1-405B model is the largest openly available LLM in the world.
• The open models are competitive, with Llama 4 outperforming rivals on some benchmarks.
• Open-source AI reduces operational costs for companies by an estimated 3.5 times compared to proprietary deployment.

Meta Platforms, Inc. (META) - PESTLE Analysis: Legal factors

The legal landscape for Meta Platforms, Inc. (META) in 2025 is defined by a dichotomy: a significant win against a major existential threat in the US, juxtaposed with a relentless, expensive barrage of privacy and antitrust enforcement in Europe.

For you, the investor or strategist, this means the core business structure is safe for now, but the cost of compliance and fines in the European Union (EU) is a material, recurring expense that will continue to weigh on margins and force fundamental changes to the advertising model.

US Antitrust Victory: Instagram and WhatsApp Safe

The most crucial legal development in 2025 was the defeat of the US Federal Trade Commission (FTC) antitrust lawsuit. A US federal judge ruled on November 18, 2025, that Meta Platforms did not hold a monopoly in the social networking market, effectively ending the government's attempt to force the divestiture (breakup) of Instagram and WhatsApp.

This ruling removes the single largest structural risk to the company's valuation. The judge cited the rise of competitors like TikTok as evidence that the market is highly competitive, stating that even including TikTok alone would defeat the FTC's case. Honestly, this is a massive win that secures the company's current portfolio. The FTC is reviewing its options for an appeal, but the immediate existential threat is gone.

European Regulatory Fines: The Cost of Data and Competition

In stark contrast to the US outcome, the European Union and its member states continue to impose significant financial penalties and regulatory mandates, primarily centered on data privacy (General Data Protection Regulation or GDPR) and competition (Digital Markets Act or DMA). These fines are not one-offs; they represent the regulatory cost of doing business as a designated 'gatekeeper' in the EU.

The total confirmed fines and court-ordered payments in 2025 alone already exceed $769 million (using the approximate dollar conversion for the DMA fine). This doesn't even count the $725 million privacy class-action settlement that became final in August 2025, which was related to a US privacy lawsuit.

Here's the quick math on the major 2025 European penalties:

Date	Authority/Jurisdiction	Amount (USD Approx.)	Amount (Local Currency)	Violation/Context
Nov 2025	Madrid Commercial Court (Spain)	$552 million	€479 million	Anticompetitive ad practices (unlawful use of personal data for behavioral advertising) and GDPR breach.
Apr 2025	European Commission (EU)	$217 million - $228 million	€200 million	Breach of the Digital Markets Act (DMA) for the 'pay or consent' model, failing to offer a genuine, less data-intensive alternative.

The $552 million payment in Spain, ordered in November 2025, is compensation to 87 digital media outlets, not just a fine, for the competitive advantage Meta Platforms gained by unlawfully processing user data for behavioral advertising on Facebook and Instagram. The €200 million DMA fine in April 2025 was the first of its kind under the new regulation, signaling the EU's resolve to enforce rules that require Meta Platforms to fundamentally change its data consent practices.

Ongoing Litigation: Platform Safety and Content Integrity

A persistent and growing liability risk stems from ongoing class-action lawsuits, particularly the multi-district litigation (MDL) in the US concerning platform safety and the mental health of minors. This litigation involves hundreds of plaintiffs, including parents, school districts, and state attorneys general, alleging Meta Platforms designed its products to be addictive and failed to address known harms.

Recent court filings in November 2025 have unsealed internal company documents, alleging that Meta Platforms suppressed internal research that showed a link between reduced Facebook use and lower feelings of depression and anxiety. Allegations also include:

• Intentionally designing youth safety features to be ineffective to protect user growth.
• Failing to automatically remove content related to child sexual abuse material (CSAM) and self-harm, even when flagged with high confidence.
• Maintaining a high '17x' strike policy for accounts engaging in sex trafficking before suspension.

These lawsuits pose a long-term financial and reputational risk, as they could lead to massive settlements or jury awards, plus force costly changes to product design and content moderation policies. The company is defintely on the defensive here.

Next step: Strategy team needs to model the long-term cost of European regulatory compliance, assuming a minimum of $300 million in annual fines and a 15% increase in EU-specific advertising compliance costs for the 2026 fiscal year.

Meta Platforms, Inc. (META) - PESTLE Analysis: Environmental factors

The environmental factor for Meta Platforms, Inc. (META) is a story of ambitious long-term goals and the immediate challenge of scaling its infrastructure-especially for AI-while maintaining a net-zero footprint. The direct operations (Scope 1 and 2) are essentially decarbonized, but the real work, and the real risk, lies in the supply chain, which accounts for nearly all of the company's total emissions.

Committed to achieving net zero emissions across its entire value chain by 2030.

Meta has already achieved net zero emissions across its global operations (Scope 1 and 2) since 2020, which is a significant milestone for a company of its scale. However, the commitment to net zero across the entire value chain (Scope 3) by 2030 is the true test. This is defintely the harder part of the equation, as it requires influencing hundreds of suppliers globally.

In the 2024 fiscal year, the company's net emissions totaled 8.2 million tonnes of CO₂e. Here's the quick math on where the carbon footprint actually sits:

Emissions Category	Contribution to Total Net Emissions (FY 2024)	Primary Focus	Target
Scope 3 (Value Chain)	99%	Capital Goods, Purchased Goods	Not to exceed 2021 baseline by 2031
Scope 1 & 2 (Operations)	1% (Effectively Net Zero)	Data Centers, Offices	Reduce by 42% by 2031 from a 2021 baseline

Capital goods, which include the construction of data centers and the IT hardware inside them, account for the largest share of Scope 3 emissions at 63%, followed by purchased goods at 23%. So, the company's massive build-out for the metaverse and AI is the biggest environmental pressure point.

Continues to match 100% of its global electricity use with clean and renewable energy.

Meta has maintained a 100% renewable energy match for its global electricity consumption since 2020, a crucial step that keeps its operational emissions low. This isn't just buying credits; it's a direct investment in the grid. The company is one of the world's largest corporate buyers of renewable energy, with Meta-supported wind and solar projects adding more than 15 gigawatts (GW) of clean energy to grids globally. As of 2023, Meta had contracted over 11,700 megawatts (MW) of renewable energy. This strategic procurement helps manage the huge power demands of their data centers, especially as AI workloads increase energy use.

Aims to become water positive by 2030, restoring more water than consumed.

Water stewardship is a growing concern, particularly in water-stressed regions where data centers operate. Meta's goal is to become water positive by 2030. This means they commit to restoring 200% of the water they consume in high water stress regions and 100% in medium water stress regions. Since 2017, the company has funded more than 40 water restoration projects across nine watersheds. In 2023, these operational water restoration projects returned over 1.5 billion gallons of water to high and medium water stress regions. They are also adopting dry-cooling technology and liquid-cooled AI hardware in new data centers to minimize operational water use.

Focus is on Scope 3 emissions (99% of total), targeting two-thirds of suppliers to set science-aligned goals by 2026.

The core of the value chain decarbonization strategy is supplier engagement. The target is to have at least two-thirds (or 66.7%) of suppliers, based on their contribution to Meta's emissions, set science-aligned emissions reduction targets by 2026. This is a critical near-term action that will determine the success of the 2030 net zero goal.

Progress on this front is accelerating, but still has a way to go:

• As of the 2024 fiscal year data (in the 2025 report), 48% of Meta's supplier emissions are covered by science-aligned targets.
• This is a significant jump from the 28% coverage reported in the previous year (2023 data).

What this estimate hides is the difficulty of influencing smaller, tier-two and tier-three suppliers deep in the manufacturing process. The company is actively working with partners to promote the use of low-carbon materials, like supporting a new low-carbon iron factory, to tackle the embodied carbon in data center construction. Finance: Assess the financial risk associated with the 52% of Scope 3 emissions not yet covered by supplier targets by the end of Q1 2026.