US & Canada DAUs

Europe DAUs

Asia-Pacific DAUs

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Daily Active Users

US & Canada MAUs

Europe MAUs

Asia-Pacific MAUs

Rest of World MAUs

Monthly Active Users

US & Canada

Europe

Asia-Pacific

Rest of World

Revenue By Geography

Revenue segments as reported by the company.

Advertising

Payments/Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Meta reports $32.2B revenue in Q4 2022, focuses on efficiency and metaverse growth

Meta's Q4 2022 performance showed strong revenue but challenges in ad revenue and regulatory compliance.
Emphasis on efficiency, AI, and the metaverse highlights strategic strengths and growth opportunities.
Efforts to mitigate challenges from ATT changes and regulatory issues are underway.
Transition to focusing on top-line growth while enhancing efficiency signals a strategic shift.

Meta reports steady Q1 earnings amidst macro challenges and opportunities

Meta Platforms delivered stable financial performance with revenue growth and strong operating income.
Challenges persist from a volatile macro environment and regulatory uncertainties.
Opportunities lie in expanding messaging ads, improving efficiency, and navigating currency tailwinds.
Strategic focus on operational improvements and long-term financial discipline remains key.

Meta (META) reports robust Q2 earnings, eyes AI and Metaverse

Meta's Q2 performance reflects strong financial results driven by ad performance and operational efficiencies, with a strategic focus on AI and Metaverse development.
Despite challenges in the Reality Labs segment, the company's emphasis on long-term investments and product innovation positions it well for future growth.
Opportunities in AI investments, developer engagement, and revenue growth present avenues for Meta to capitalize on its strengths and navigate challenges effectively.

Meta reports robust Q3 earnings amidst geopolitical challenges and AI innovations

Meta's Q3 2023 performance reflects strong revenue growth driven by ad revenue in the Family of Apps segment, despite challenges in the Reality Labs segment and geopolitical uncertainties.
The company's strengths lie in AI innovation, product development, and user engagement strategies, while challenges include operational losses, geopolitical risks, and regulatory changes.
Opportunities for Meta include technological investments, upcoming product launches, and advancements in AI capabilities, positioning the company for continued growth and market leadership.
Overall, Meta's focus on efficiency, innovation, and market responsiveness underscores its commitment to delivering value to users and investors amidst a dynamic business landscape.

Meta reports robust Q4 earnings, focuses on AI innovation

Meta's Q4 2023 performance reflects strong revenue growth and profitability, driven by its ad business and AI advancements, with a focus on efficiency and stability for the future.
While facing challenges in managing expenses and maintaining profitability, Meta is strategically planning for long-term success by minimizing headcount additions and investing in key areas.
The company's opportunities lie in enhancing e-commerce advertising, introducing dividends, and expanding messaging monetization strategies, aligning with its vision for future technology products.

Meta reports robust Q1 earnings, eyes AI innovation for growth

Meta's Q1 performance reflects strong revenue growth and a focus on AI advancements, despite challenges from regulatory issues and TikTok events.
The company's strengths lie in its positioning as a leading AI company, strategic innovation in Reality Labs, and partnerships for growth opportunities.
While facing challenges in regulatory risks and monetizing AI services, Meta sees opportunities in evolving AI capabilities and expanding monetization avenues.

Meta reports strong Q2 earnings, eyes growth through AI and metaverse

Meta delivered a robust performance in Q2, showcasing strong revenue growth and a focus on innovation through AI and metaverse initiatives.
While facing challenges like foreign currency headwinds and evolving consumer expectations, Meta's strengths in AI technology and metaverse products position it well for future growth.
Opportunities lie in personalized experiences, industry collaborations, and market expansion, indicating a promising outlook for Meta's continued success.

Meta reports robust Q3 earnings, eyes AI growth opportunities

Meta's Q3 2024 earnings call highlighted strong financial performance, product momentum, and growth prospects.
While facing challenges in the Reality Labs segment and high expenses, Meta is focused on innovation and monetization strategies.
Opportunities lie in AI applicability, infrastructure investments, and optimizing revenue streams for sustained growth.
Overall, Meta's strategic focus on product development and user experience positions it for continued success and expansion.

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Cost of revenue

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Operating expenses

SG&A

Other

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EBITDA

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

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Cash from other sources

Net change in cash

Free cash flow

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

WhatsApp is rolling out a new Channels feature that lets users follow news feeds from businesses, charitable organizations and sports teams.  Channels will essentially function as a means for accounts to send messages to their entire base of followers, similar to a feature that currently exists on another Meta offering, Instagram.

Meta's WhatApp launches Channels feature for organizations to message all their followers at once

After a spectacular run-up in 2023, Meta is starting to look as expensive as its big tech peers. In this note, we will review near-term and long-term risk-reward for META to see if it is a good investment at current levels. According to my analysis, Meta's stock has run up ~15-20% above its fair value. And Meta's technical chart looks ripe for an imminent pullback in the stock.

Where Will Meta Platforms Stock Be In 2025?

Alphabet

The group's director said consumers are often promised “get rich quick” schemes that are “too good to be true” and risk leaving people high and dry.

Twitter, TikTok, Instagram And YouTube Criticized By Consumer Group Over Misleading Crypto Ads

Owning Meta Platforms (NASDAQ: META ) stock was one of the biggest mistakes of 2022. It tossed tens of billions of dollars in developing something it couldn't even define, “the metaverse.

Why Zuck's AI Strategy May Be the Secret Sauce That META Stock Needs

Apple

Unity Software

Meta Systems established an early-mover advantage in the metaverse. Apple has a history of disrupting early movers with superior products.

3 Top Metaverse Stocks to Buy in June

Meta Platforms on Thursday introduced WhatsApp Channels, a feature that the social media giant said would help make the app a "private broadcast messaging product."

Meta introduces broadcast tool Channels on WhatsApp

Meta Platforms' Instagram, Alphabet's YouTube, TikTok and Twitter could face regulatory action after European consumer group BEUC complained to the European Commission and consumer authorities that the online platforms allegedly facilitate the misleading promotion of crypto assets.

Instagram, YouTube, TikTok, Twitter target of EU crypto advertising complaint

Meta announced a new broadcasting feature dubbed Channels for its WhatsApp messaging service intended for people and organizations to send one-way messages.

Meta to debut new Channels broadcasting tool for WhatsApp

Arch Capital

Fair Isaac

First Solar

Las Vegas Sands

Netflix

NVIDIA

PulteGroup

Royal Caribbean Cruises

Wynn Resorts

After Wednesday saw the S&P suddenly jump, CNBC's Jim Cramer looked back at ten stocks that performed well even when the index bottomed out last October.

After the S&P's Wednesday jump, Jim Cramer dissects 10 stocks that performed well when the index bottomed out last year

Alphabet's Google and Meta Platforms are using "bullying tactics" against a Canadian push aimed at ensuring financial support for news publishers, Prime Minister Justin Trudeau said on Wednesday.

Google, Meta using 'bullying tactics' against Canada's news bill, says PM Trudeau

Meta Platforms is up well over triple-digits from lows. The company is showing resilient revenue and user growth in spite of a tough macro environment and stiff competition. I discuss the potential ramifications of the shift in capital allocation strategy.

Meta Platforms: Do Not Sell Now Ahead Of Explosive Upside

Virtual reality and augmented reality headsets are still niche products, mostly used by gamers.

Will Meta Quest 3 and Apple Vision Pro headsets push VR to another level?

Dick's Sporting Goods

Investors in the robotics sector need to carefully evaluate their portfolio as several risky robotics stocks are predicted to experience a decline. Companies categorized as overvalued or risky within the robotics industry may warrant consideration for selling.

3 Robotics Stocks to Sell Before They Malfunction

META's core advertising business will likely improve as challenges diminish, and cost savings from job cuts are anticipated. Meta's investments in AI and ML are establishing a solid competitive advantage, improving content ranking, user engagement, and ad delivery efficiency. Generative AI presents an opportunity for Meta to become a leader in the consumer internet space, driving increased usage and engagement.

Meta Platforms: Expect A Prolonged Bull Market

Trauma experienced by staff at Nairobi Facebook hub recognised in legal ruling that may have global implications

‘A watershed': Meta ordered to offer mental health care to moderators in Kenya

Months after Apple unveiled a privacy change that threatened Facebook's core advertising business, the social networking company rebranded as Meta and shifted its focus to virtual reality.

The rivalry between Meta and Apple is moving to a new playing field: virtual reality

The Meta unit's systems for fostering communities have guided users to child-sex content; company says it is improving internal controls.

Instagram Connects Vast Pedophile Network

Meta Platforms (META) is trying to beat TikTok at its own game, ramping up AI to supercharge its services, including short-form Reels videos.

Meta vs. TikTok: How they're each using AI to attract advertisers and which one is winning

Germany's cartel office said Meta plans to introduce a new overview for users of its platforms Facebook and Instagram, in a step towards allaying anti-trust concerns following years of discussions with the regulator.

Meta plans new overview for Facebook, Instagram users, German regulator says

Apple Inc. splashed into the world of mixed reality this week by showing off its new Vision Pro headset, joining Meta Platforms Inc. and a number of other players in the quest to make tech-laden headsets cool.

The headset face-off: How Apple's Vision Pro compares with the Meta Quest Pro, beyond a huge price gap

US Senators sent Meta CEO Mark Zuckerberg a letter requesting details on the leak of its LLaMA model to 4chan in March.

Senators send letter questioning Mark Zuckerberg over Meta's LLaMA leak

Amazon

Microsoft

Tesla

The term “magnificent 7 stocks” refers to leading tech firms that are propping up the market as AI mania holds strong. The group of ultra-high market capitalization companies continues to receive strong capital investment on those AI tailwinds and forward hopes.

The Magnificent 7 Stocks: Buy, Sell or Hold These Tech Titans Before 2024?

On Tuesday, Apple Inc (NASDAQ:AAPL) launched Vision Pro, a mixed-reality headset and the tech giant's first new product since Airpods seven years ago. At Apple Park in California, investors and tech enthusiasts attending WWDC 2023 let out cheers at the sight of Apple's new 23mln pixels “spatial computer” that blends digital content with real life.

Has Apple outdone Meta or gone down the same rabbit hole?

Snap

In light of economic conditions, brands and retailers are seeking cost-cutting measures, leading to a surge in out-of-home (OOH) marketing mediums. This shift is attributed to the realization that online channels such as Snap and Facebook appear to be less effective than desired.

As Snap and Meta Lose Momentum, Out-of-Home Advertising Gains Steam

For years, perhaps a solid decade, Facebook was the hottest platform on Earth. Now its no more than a computer virus that has escaped its box, into our brains.

News for Meta Stock (META)