Meta Muse could soon drive up to 8% of revenue by 2030: Deutsche Bank analyst

What happened: Deutsche Bank analyst Benjamin Black issued early revenue forecasts for Meta's (META) Muse AI agent, projecting it could reach up to 8% of Meta's revenue by 2030. Key numbers: Up to 8% of Meta revenue by 2030, roughly $36 billion in sales at the high end and $2.4 billion at the low end. Why it matters: Black said Muse has the potential to become an always-on personal assistant for consumers, and a Futurum Equities strategist said Muse can monetize transactions while feeding dollars back into Meta's core ad business.

Deutsche Bank analyst Benjamin Black issued early revenue forecasts for Meta's (META) Muse AI agent, projecting it could reach up to 8% of Meta's revenue by 2030.

Black said Muse has the potential to become an always-on personal assistant for consumers, and a Futurum Equities strategist said Muse can monetize transactions while feeding dollars back into Meta's core ad business.