Meta Platforms disclosed $825 billion in total contractual obligations in its quarterly statutory filings with the US Securities and Exchange Commission on 22 October 2026 [1].
The commitments include $355.7 billion in off-balance-sheet datacenter and network infrastructure leases extending through 2036 [1]. Total obligations rose by more than $125 billion from approximately $700 billion recorded in July 2026 [1].
Alongside reporting third-quarter revenue of $64.6 billion, up 26% year on year, the company narrowed its full-year 2026 capital expenditure forecast upward to a range of $135 billion to $145 billion [1]. In an accompanying Form 8-K filing under Item 1.01, the company created a new share class to secure voting structure continuity [1].
What it measures
Legally binding contractual commitments and long-term operating lease liabilities disclosed under US GAAP rules in statutory filings with federal securities regulators [1].
What it does not tell you
The filing does not break down commitments by electrical utility interconnects or specific datacenter development partners [1]. It does not disclose cancellation penalty clauses or specify the depreciation timeline applied to GPU hardware clusters hosted inside the leased facilities [1].
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