Meta Likely to Highlight Smart Glasses, Avoid Social Media Policy on Earnings Call: Kalshi Traders

Meta is set to report earnings after market close on Wednesday, and traders on the prediction market platform Kalshi believe the company will focus its conference call on its Ray-Ban Meta smart glasses and cloud computing push, while avoiding social media policy debates. According to Kalshi's 'mentions market,' traders place 90% odds that Meta management will say 'cloud,' following reports that Meta is building a cloud infrastructure business. There is a 74% chance of mentioning 'Ray-Ban,' after Meta debuted a lower-priced smart glasses model with EssilorLuxottica. Traders see a 61% chance of discussing 'silicon' (chips), but only 27% odds for mentioning 'Hyperion' (Louisiana data center). Social media policy topics like 'age verification' have just 15% odds, and references to 'prediction market' or 'Kalshi' stand at 20%, despite reports that Meta considered building or acquiring a prediction market platform.