Meta Subscription Push Could Add Billions in Recurring Revenue, Says Rosenblatt

Meta Platforms is accelerating its expansion into subscription-based services across Facebook, Instagram, WhatsApp, and Meta AI, a strategy analysts believe could unlock billions of dollars in recurring revenue over the next several years. Brokerage firm Rosenblatt recently reaffirmed its “Buy” rating on Meta stock and maintained a $1,015 price target, highlighting the company’s upcoming “Meta One” subscription ecosystem as a major long-term growth catalyst beyond digital advertising.

According to Rosenblatt analyst Barton Crockett, Meta’s new subscription strategy follows the success of paid platforms launched by competitors like OpenAI and Snap. Snapchat+, introduced in 2022, has reportedly surpassed 25 million subscribers and generates nearly $1 billion in annual recurring revenue, demonstrating strong demand for premium social media experiences.

Reports from Bloomberg and TechCrunch indicate Meta is preparing paid subscription tiers for Instagram and Facebook priced at approximately $3.99 per month. These premium plans may include advanced profile customization, exclusive story tools, enhanced engagement features, and other creator-focused benefits designed to increase user retention and monetization.

WhatsApp is also expected to introduce a subscription offering estimated at $2.99 per month. The premium version could feature exclusive stickers, custom themes, and additional personalization tools aimed at boosting user engagement across Meta’s messaging ecosystem.

Meta is simultaneously expanding its presence in the rapidly growing artificial intelligence market. The company is reportedly testing paid Meta AI plans, including a “Meta One Plus” tier priced around $7.99 monthly with upgraded image and video generation features. A higher-end $19.99 subscription may target advanced AI users seeking more powerful generative AI capabilities.

Rosenblatt estimates Meta already generates roughly $1 billion annually from existing services such as Meta Verified and ad-free subscriptions in Europe. With more than 3.5 billion daily active users across its platforms, analysts believe Meta has a unique advantage to scale subscription revenue rapidly.

The firm projects Meta’s total revenue could rise from approximately $201 billion in 2025 to nearly $256 billion in 2026 as the company diversifies beyond advertising and strengthens its AI and subscription businesses.