Zuckerberg on Meta's Q2 Call: Enterprise AI Sold on Outcomes, Spanning APIs, Business Agents and Direct Compute Sales
On Meta's Q2 2026 earnings call July 29, Mark Zuckerberg described an enterprise opportunity well beyond agents: 'We see a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services,' with the revenue model stated as 'We will get paid when we deliver results for those businesses.' He also flagged internal coding and productivity tools as a commercial opportunity across small and large businesses, while cautioning it 'would be foolish' to sell all available compute for short-term profit. No products, pricing or timelines were given, but an advertising company defaulting to outcome-based billing for software is a meaningful signal about which pricing model wins, and Meta entering horizontal business software is a new competitive vector for every incumbent SaaS vendor.
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