Meta Could Rake In $30-40 Billion In Revenue From WhatsApp Business Messaging, Predicts Analyst

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Namrata Sen

Wed, Mar 19, 2025, 5:44 PM 3 min read

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Meta Could Rake In $30-40 Billion In Revenue From WhatsApp Business Messaging, Predicts Analyst

Meta Could Rake In $30-40 Billion In Revenue From WhatsApp Business Messaging, Predicts Analyst

Wolfe Research suggested that Meta Platforms Inc. (NASDAQ:META) has the imaginable to make a staggering $30-40 cardinal successful gross from its concern messaging services, a imaginable presently undervalued by the market.

What Happened: Analysts astatine Wolfe Research expect a “modest near-term upside” that could positively power Meta’s FY25/26 Other-FOA gross predictions, according to a study by Investing.com.

At present, WhatsApp's concern messaging contributes a specified $1.5 to $2 cardinal annually. However, Meta’s program to integrate AI agents into tiny businesses for lawsuit work could importantly summation this revenue.

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Wolfe Research stated, “We think it offers Meta a $30 – $40B gross TAM.” The steadfast besides highlighted that Meta is uniquely positioned to pat into this marketplace owed to WhatsApp’s existing idiosyncratic base.

These estimates instrumentality into relationship automation adoption, the full addressable marketplace for lawsuit service, and the fig of businesses already operating connected WhatsApp. They forecast that arsenic automation progresses to negociate much analyzable inquiries, “business messaging could accelerate,” peculiarly successful cardinal markets specified arsenic India, Indonesia, and Brazil.

Wolfe Research besides foresees a promising medium-term opportunity, projecting “a high-single-digit to low-double-digit billion-dollar incremental revenue opportunity” successful the adjacent fewer years. This enlargement could fortify Meta’s level engagement, peculiarly among businesses that trust connected WhatsApp for lawsuit interactions.

See Also: If determination was a caller money backed by Jeff Bezos offering a 7-9% people output with monthly dividends would you put successful it?

Why It Matters: This prediction comes astatine a clip when Meta’s planetary enlargement efforts are nether aggravated scrutiny, pursuing superior allegations from erstwhile enforcement Sarah Wynn-Williams.

In her memoir “Careless People” and a whistleblower ailment filed with the SEC, Wynn-Williams accused Meta and CEO Mark Zuckerberg of taking utmost steps to penetrate the Chinese marketplace portion simultaneously engaging successful arguable lobbying tactics successful India.

These concerns originate astatine a important infinitesimal arsenic Meta revises its policies successful effect to shifting governmental dynamics, portion Zuckerberg positions the institution arsenic a cardinal unit successful American tech diplomacy. Last Week President Donald Trump besides indicated that Meta Platforms could put up to $ 60 cardinal into the U.S. by the extremity of 2025.


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