Meta Q2 earnings crushed Wall Street expectations, sending Meta stock surging over 12% in after-hours trading. The Facebook parent blew past estimates on both revenue and profit, driven by its powerful AI advertising tools and growing user base across platforms like Instagram, WhatsApp, and Messenger. With this performance, investors are now eyeing ETFs with Meta exposure as top picks to ride the AI-driven rally.
Let’s break down the Meta Q2 earnings and highlight 5 ETFs with Meta exposure that could benefit from this upward momentum.
Meta Q2 Earnings: A Blowout Quarter
Meta Platforms reported:
- EPS: $7.14 (vs. $5.83 expected) → 🚀 Up 38% YoY
- Revenue: $47.5 billion (vs. $44.84 billion expected) → 📈 Up 22% YoY
This impressive growth stems from the company’s AI-enhanced advertising platform, which now powers over 4 million advertiser campaigns. Their Advantage+ AI system has delivered 22% better ROI for brands.
AI-Powered Growth Drives Meta Stock Surge
The backbone of this quarter’s success? Meta’s AI initiatives.
From smarter ad recommendations to automated campaign creation, Meta is going all-in on artificial intelligence. The company expects brands to fully automate ad generation using AI by end of 2026.
And it’s not just ads. Meta is spending billions on:
- Hyperion AI data centers (5-gigawatt capacity)
- AI wearable tech like Ray-Ban Meta & Oakley Meta smart glasses
- R&D for standalone AI-powered glasses
User Growth & Forward Guidance
Meta’s reach continues to expand:
- 3.48 billion daily active users across Facebook, Instagram, Messenger & WhatsApp (+6% YoY)
Looking ahead:
- Q3 2025 revenue guidance: $47.5–$50.5 billion
- 2025 CapEx raised to $66–$72 billion, emphasizing deep AI infrastructure investment
5 Top ETFs with Meta Exposure
If you’re bullish on Meta’s AI-driven future, these ETFs with Meta exposure are solid plays to consider.
1. Global X PureCap MSCI Communication Services ETF (GXPC)
- 🔝 Meta weighting: 28.4% (Top holding)
- 🧾 Expense ratio: 0.15%
- 📈 Brand new ETF launched recently
- 🔍 Tracks: MSCI USA Communication Services Index
This ETF is heavily tilted toward Meta stock surge, ideal for investors seeking pure exposure.
2. Vanguard Communication Services ETF (VOX)
- 🔝 Meta exposure: 23.9%
- 💼 Holdings: 118
- 💰 AUM: $5.3 billion
- 💸 Expense ratio: 0.09%
- 📊 Zacks ETF Rank: #3 (Hold) | Medium Risk
Backed by Vanguard’s trusted platform, VOX is a balanced pick to benefit from the Meta Q2 earnings boost.
3. Fidelity MSCI Communication Services Index ETF (FCOM)
- 🔝 Meta weighting: 23.9%
- 💼 Holdings: 105
- 💰 AUM: $1.6 billion
- 🔄 Average daily volume: 108K shares
- 💸 Expense ratio: 0.08%
- 📊 Zacks ETF Rank: #3 | Medium Risk
FCOM combines affordability with solid exposure to the Meta stock surge.
4. iShares Global Comm Services ETF (IXP)
- 🌍 Meta share: 21.8%
- 💼 Global holdings: 69
- 💰 AUM: $544.3 million
- 💸 Expense ratio: 0.41%
- 📊 Zacks ETF Rank: #3 | Medium Risk
Want global exposure along with Meta? IXP offers both.
5. Communication Services Select Sector SPDR Fund (XLC)
- 🔝 Meta weighting: 18.1%
- 💰 AUM: $23.7 billion
- 🔁 Average daily volume: 5.4 million
- 💸 Expense ratio: 0.08%
- 📊 Zacks ETF Rank: #1 (Strong Buy)
This high-volume ETF is a power play for sector-wide exposure, with strong weight in Meta and other top communication giants.
Final Thoughts: Is Meta a Long-Term AI Powerhouse?
The Meta Q2 earnings beat and Meta stock surge aren’t just a quarterly blip. They reflect a strategic shift toward AI, user-centric innovation, and global scale.
For investors, ETFs with Meta exposure offer a smart, diversified way to capitalize on this momentum without betting on a single stock.
Whether you’re all-in on AI or just want to track one of the most influential companies of our time, these top communication ETFs offer plenty of growth potential in the months ahead.