Meta entered the enterprise AI market in June with an AI agent designed to help businesses handle customer service, support and routine tasks. On the company's second‑quarter earnings call, CEO Mark Zuckerberg expanded the picture, describing a multi‑pronged plan to monetize artificial intelligence far beyond that single product.
"We see a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services that we're building for large customers," Zuckerberg told investors. He said the new offerings could create revenue streams that complement Meta's core advertising business and its smaller subscription segment.
The immediate focus will be on Meta's existing advertiser base. By bundling AI agents that operate across Messenger, WhatsApp and other platforms, the company aims to let advertisers interact with their customers through an AI interface. "And, just like the ad system, effectively, we will get paid when we deliver results for those businesses," Zuckerberg explained, positioning the AI services as an extension of Meta's massive sales and partnership network.
Beyond small and midsize advertisers, the company plans to market its internally developed productivity and coding tools to larger enterprises. Zuckerberg noted that Meta built these tools for its own use, then recognized a "large opportunity to serve" external customers, whether they are small businesses or Fortune‑500 firms.
He admitted that selling to the enterprise market will require a "different muscle" than the one Meta has traditionally flexed. The challenge, he said, lies in adapting the company's sales model and pricing strategy for corporate clients.
Meta also hinted at a compute‑selling business. While the firm could charge a premium for its hardware capacity, Zuckerberg cautioned against a short‑term sell‑off, describing the compute strategy as a balanced "portfolio" of long‑term and short‑term plans. "It would be foolish to sell all of the compute and take a short‑term profit," he warned, emphasizing the need for hardware that will eventually support "personal superintelligence."
Agentic AI — systems that act on behalf of users or businesses — remains a core focus. Meta intends to roll out personal AI agents for consumers while also delivering business agents that can automate tasks. The company also showcased a slew of AI‑enhanced apps launched recently, including tools for Marketplace sellers, Facebook Groups and AI‑driven games. "I expect it to become a lot easier to ship new apps," Zuckerberg said, noting that recommendation systems will help scale these offerings to the right audiences.
Overall, Meta's vision positions AI as a versatile engine for growth, aiming to diversify revenue while leveraging its massive user base and existing advertising relationships. The company plans to continue expanding its AI portfolio throughout the year, with additional products and services slated for release.
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