Meta’s Business Messaging Market Could Be Worth $30-40 Billion According To Some Analysts

Meta is sitting on a massive, yet underappreciated, business messaging opportunity worth an estimated $30-40 billion in potential revenue, according to analysts at Wolfe Research.

Currently, WhatsApp’s business messaging generates just $1.5 to $2 billion annually, but Meta’s strategic push to integrate AI-powered customer service agents for small businesses could significantly scale this figure.

Wolfe Research sees this as a "modest near-term upside" that could positively impact Meta’s FY25/26 Other-FOA revenue estimates. The firm highlights Meta’s unique advantage—leveraging WhatsApp’s vast user base—to dominate this emerging market.

WhatsApp Business Messaging Poised for Growth

The total addressable market (TAM) for business messaging is expanding, with automation playing a key role. Wolfe Research’s projections consider:

• Automation penetration across businesses
• The customer service TAM
• The number of businesses already active on WhatsApp

As automation technology advances, allowing AI to handle more complex customer inquiries, business messaging is expected to accelerate—especially in high-growth markets like India, Indonesia, and Brazil.

Business Messaging & AI: Key Revenue Catalysts for Meta

Beyond the immediate upside, Wolfe Research predicts an even stronger medium-term opportunity, with analysts forecasting a "high-single-digit to low-double-digit billion-dollar incremental revenue boost" over the coming years.

This growth could enhance Meta’s platform stickiness, particularly for businesses relying on WhatsApp for customer engagement. While product-driven initiatives remain Meta’s primary revenue drivers in the short term, Threads monetization, business messaging, AI integration, and Reality Labs innovations are expected to fuel long-term growth.

Meta Remains a Top Investment Pick

With business messaging evolving into a meaningful revenue stream, Wolfe Research maintains Meta as a top investment pick, citing its strong positioning and AI-driven strategy as key factors for continued growth.

(Sources: investing.com, reuters.com)