Meta Surges Ahead: Record-Breaking Q3 Earnings Highlighted by Explosive Growth of Muse Personal Agent
Meta Platforms Inc. has reported a stellar third quarter 2026, with its family of apps seeing unprecedented growth and engagement across the board. In a conference call on October 21, 2026, Mark Zuckerberg, CEO, and Susan Li, CFO, shared the company's impressive results, which were fueled by the rapid expansion of Meta's personal agent product, Muse.
According to the Q3 earnings report, Meta's family of apps is now used by a record-breaking 3.64 billion people each day, with all-time highs in engagement on both Facebook and Instagram driven by strong growth in video content. Threads has also overtaken X in monthly actives, while WhatsApp continues to set new records for messaging and is emerging as an increasingly important platform for businesses.
The real star of the show, however, was Muse, Meta's personal agent product that has been gaining immense popularity since its launch. Mark Zuckerberg proudly announced that more than 10 million people in the U.S. and Canada have set up their Muse personal agents in just a month and a half, with growth continuing to be strong. In fact, engagement and retention rates for Muse are off to a flying start, with about 25% of users actively using the product on any given day.
Interestingly, the most common use case for Muse is shopping, with over a quarter of users engaging in this activity with an average purchase size of over $200. This has led to significant volumes, prompting Plaid and Stripe to take action to handle the increased demand. Beyond shopping, users are also leveraging Muse for personal productivity and connecting it to other services like email and calendar.
The success of Muse is a testament to Meta's vision for delivering personal superintelligence to everyone. Mark Zuckerberg emphasized that the company has been working towards this goal for over a year now, with the aim of providing an extremely capable personal agent that understands users' goals and helps them achieve them in various ways.
Muse Wonder, a frontier model recently shipped by Meta, further improves quality, engagement, and retention rates, indicating that as intelligence continues to improve, Muse will perform better and better over time. With clear product market fit established, the company is now shifting its focus to scaling the product, growing revenue, and optimizing compute costs. The ambitious goal of serving billions of people with Muse reflects Meta's mission to put the power of personal superintelligence in everyone's hands.
The Q3 earnings report has sent a strong message that Meta is on the right track, with its innovative products and vision for the future driving growth and engagement at an unprecedented pace. As the company looks ahead to new challenges and opportunities, one thing is clear: Meta's success story is far from over, and it will be exciting to see what the future holds for this tech giant.