Meta Launches Subscription Services at $7.99 per Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Metais in the spotlight on Thursday after the company doubled down on its subscription offerings. The social media giant announced that it is rolling out Facebook Plus, Instagram Plus, and WhatsApp Plus under the umbrella of Meta One. According to media reports, Meta One AI plans will have a starting cost of $7.99 a month. Wall Street firm Rosenblatt believes the company's subscription push has "multi-billion-dollar potential."META ONE:In an, Meta's Head of Product Naomi Gleit said that, "We're starting to roll out Facebook Plus, Instagram Plus, and WhatsApp Plus with enhanced features that our community already loves. These subscription plans offer richer ways to express and connect… We're starting with plans that give people who use Meta AI more to work with. More capacity, bigger, more complex requests, and more room to create. For businesses and creators we're offering premium tools that allow you to enhance presence, supercharge content, automate tasks, and protect your brand… You may see us testing subscriptions under the name Meta One. While we're still testing and learning, eventually we see Meta One as the one place that brings our subscriptions together across all of our apps."SUBSCRIPTION ROLL OUT:Reporting on Meta's announcement that it is selling consumer subscriptions to its Meta AI chatbot for the first time,'s Kurt Wagner said that a basic tier, priced at $7.99 per month and called Meta One Plus, is for people who frequently use Meta AI to generate images and videos or rely on it for extended reasoning, while a more advanced tier, called Meta One Premium, will cost $19.99 per month and include the same set of features but in greater quantities, the spokesperson added.The Meta AI subscription is rolling out in Singapore, Guatemala and Bolivia to start, with plans for more countries later, said the report, which called the consumer subscription plans "a key step toward building a business that would help offset hundreds of billions of dollars in artificial intelligence investments by the company."MAJOR REVENUE POTENTIAL:Commenting on Meta's plans to introduce a series of subscription offerings for Meta AI and its major consumer services, including Instagram, Facebook and WhatsApp, Rosenblatt cited traction at Snapand OpenAI in stating that this push "looks like a multi-billion dollar revenue opportunity."Subscription Plans are not yet available, the firm noted, but Meta leaked to media some details. Essentially, seemingly comparable to a subscription push that has been very successful for Snap, Meta is planning $3.99 per month subscriptions for Instagram and Facebook that offer access to enhanced social media features.For context, Rosenblatt pointed out that Snap in Q1 2026 said Snapchat+ plans have over 25M subscribers and a $1B ARR that is a fifth of Snap's revenues, and the main source of growth at Snap since its introduction in June 2022.Meta is also planning a $7.99/month subscription for Meta AI seemingly aimed at broad usage, and a $19.99/month premium tier. These sound comparable to OpenAI, which has a Go plan at $5-$8/month, with 50M subscribers as of April, with plans for 112M by year-end, plus higher priced plans for more targeted audiences, the firm added. These drive the bulk of OpenAI revenues put at $2B/month in April.Rosenblatt has a Buy rating and $1,015 price target on Meta shares.PRICE ACTION:In morning trading, shares of Meta are up about 1% at $639.26, adding to gains seen in Wednesday trading.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 635.290
Low
655.15
Averages
824.71
High
1117
Current: 635.290
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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