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Inside the Suits
Open For now, watching since 26 August 2026

Meta's settlement, on the books

What figure does Meta's next quarterly report carry for the settlement, and do the rivals named in the agreement ever adopt the limits?

Annual report expected

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days to go, on 29 January 2027

Where it stands

  • Kept Meta expects to record about $10 billion for the settlement in the July to September quarter. Recorded: a $9.89 billion charge in the third quarter, results of Oct 21, 2026
  • Not yet due Meta's stated total, approximately $18 billion, against the agreement's table of about $16.7 billion plus $75 million and $459 million. The 10-Q of Oct 22, 2026 gives $18.59 billion and its parts, without setting them against the agreement's table
  • Not yet due Default two-hour daily limit and midnight to 6am block for 13 to 17 year olds, only a parent can loosen. Implementation deadlines in the agreement

Meta

META

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the close

Since
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Volume vs 20 days
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The people

  • Mark Zuckerberg

    Mark Zuckerberg

    Founder and CEO, Meta

    His 2024 Senate testimony is the said half. His company signed the consent judgment and will file the number.

  • Rob Bonta

    Rob Bonta

    Attorney General of California

    Led the states' case in Oakland. His office's announcement put the total at $17 billion.

  • Letitia James

    Attorney General of New York

    Co-led the case. Her office hosts the full settlement agreement and announced $17.1 billion.

Filings since 26 August 2026

Meta Platforms, from the SEC's own feed

  • Checking EDGAR...

Named in the record

  • Snap SNAP –

    Named in the agreement as one of three platforms whose adoption of equivalent limits releases the contingent payments. Left out of Meta's own announcement.

  • Alphabet, for YouTube GOOGL –

    YouTube is named in the agreement and in Meta's announcement.

  • TikTok

    Named in the agreement and in Meta's announcement. Privately held, so no price to watch.

What would settle it

The Form 10-Q for the quarter ending Sep 30, 2026. Meta's own announcement said it expects to record about $10 billion for the quarter; the agreement's payment table adds to about $16.7 billion over ten years, and Meta's post says approximately $18 billion. The filing will state a number. The contingent $5 billion is settled only when Snap, TikTok and YouTube adopt equivalent limits, or never.

On the record since then

Last checked by the sweep: loading

  1. 2026-10-22 Filing The quarterly report breaks the total down. Of the "up to approximately $18.59 billion", about $12.7 billion is payable to the states in yearly instalments over ten years, $75 million goes to a committee of the settling states for its costs, and about $5.3 billion is contingent. The total also includes about $500 million tied to separate privacy matters. The contingent part needs two things: that peers "such as YouTube and TikTok" put in similar teen protections, and that each such peer with annual profits above $10 billion pays the same amounts. "As of September 30, 2026, these conditions were not satisfied", so Meta has not booked the $5.3 billion. Like the August announcement, the report names YouTube and TikTok and not Snap. Charges for the agreement come to $11.89 billion over the first nine months, $9.89 billion of it in the third quarter. The report does not set its parts against the agreement's own payment table. Source
  2. 2026-10-21 Filing Meta's third-quarter results carry the number. Costs include "a $9.89 billion charge related to this agreement", against the "about $10 billion" Meta said in August it expected to record, so the first promise is marked kept. The total has moved: the release now says the agreement "provides for payments of up to approximately $18.59 billion", where Meta's August post said approximately $18 billion and the agreement's own table adds to about $16.7 billion plus side payments. The release does not break the new figure down. The quarterly report on Form 10-Q, still to come, is where that would show, along with whether Snap, TikTok or YouTube have adopted the limits. Source
  3. 2026-09-15 Filing Chris Cox, chief product officer, sold 20,000 Meta shares at $675.23. Routine insider selling, listed because it is on the record; it says nothing about the settlement. Source
  4. 2026-08-26 Statement Meta's announcement says it expects to record about $10 billion for the quarter and puts the total at approximately $18 billion. It names YouTube and TikTok as the rivals whose adoption releases the contingent money; the agreement names Snap as well. Source
  5. 2026-08-26 Court Chief Judge Yvonne Gonzalez Rogers approves the settlement and enters it as a final judgment the same day. Meta denies the allegations and any liability; the court makes no finding on the facts. Source

Closes come from a market data feed and can lag a session; the date is printed next to every number. Filings come from EDGAR. Nothing on this page is advice or a recommendation to buy or sell anything. Built on In 2024 he offered teen time limits as something parents could switch on. In 2026 Meta signed a court order switching them on by default..