Meta Q3FY26 earnings call: From shopping to smart glasses, Meta expands its Muse AI push
At its Q3 FY26 earnings call on October 21, 2026, Meta CEO Mark Zuckerberg revealed Muse's early traction: over 10 million users in the US and Canada in the first six weeks, with about 25% accessing it daily. Shopping emerged as the dominant use case, with more than a quarter of Muse users engaging in purchases averaging over $200. Meta is positioning Muse as a personal agent for shopping, business operations, and as an interface for smart glasses. The company plans to monetize through free access for most users while charging businesses transaction fees and subscription fees for advanced features. Meta also intends to integrate Muse with users' content and advertising systems for better per
Key points
- 10M+ US/Canada signups for Muse in first six weeks; 25% daily active users.
- Shopping is dominant use case with average purchase size over $200.
- Monetization via free tier for users, transaction fees and subscriptions for businesses.
- Meta plans integration with content and advertising systems for personalization.
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