US & Canada DAUs

Europe DAUs

Asia-Pacific DAUs

Rest of World DAUs

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

Earnings data Q3 2023

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

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EBITDA

Net income

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Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

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

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

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.

Facebook surpassed 2 billion daily active users, a testament to the power of network effects. As more people joined Facebook, the network became more valuable, attracting even more users and creating a virtuous cycle that drove the company's growth.

Facebook's Massive Network Hits Milestone in Active Daily Users

Is Meta Back? Not so Fast

Clorox

Coinbase

Peloton

Stitch Fix

Snap

Zoom Video

Investing in growth stocks has often been heralded as the fastest route to financial success. However, amid the present volatility in the market, those thinking of embracing this potentially rewarding approach should think twice.

7 Sorry Growth Stocks to Sell in February Before It's Too Late

The social media giant has declared 2023 the "Year of Efficiency."

Why Meta Platforms Jumped 23.8% in January

Apple

Amazon

Alphabet

Microsoft

All three of these tech behemoths reported some disappointing earnings numbers.

Which Big Tech Company Am I Worried About for 2023?

Last Thursday, both Apple and Meta presented their latest quarterly results. Apple presented a quarterly revenue of $117.2B, down 5% on a year-over-year basis and earnings per diluted share of $1.88.

Apple Vs. Meta: Which Is The More Attractive Choice?

Pinterest

Industry headwinds are blowing hardest against the most important thing for this company.

1 Metric from Meta Platforms and Snap That Forebodes Trouble for Pinterest

The company pleased investors by demonstrating aggressive cost cuts.

Meta Platforms Stock Jumped by Over 20% Following Q4 Earnings. Was the Move Justified?

Trade Desk

This adtech company is gaining market share in a challenging economic environment.

A Bull Market Is Coming: 1 Brilliant Growth Stock Down 51% to Buy in 2023 and Hold Forever

Google parent company Alphabet will have the highest severance cost — ranging from $1.9bn to $2.3bn — while Meta's severance costs are $975 million.

Mass layoff exit packages at Meta, Amazon, Microsoft and Alphabet will collectively cost the tech giants up to $4.7 billion

It has now been almost a year since Meta released its troublesome earnings report that unleashed a wave of selling pressure that haunted the social media giant until October. Turn the page a year later, almost to the date, and the pendulum has completely swung the other way, kicking the social media giant's price up by almost 25% today.

Meta Platforms: Mark Zuckerberg's Big Win

AbbVie

Disney

Johnson & Johnson

Eli Lilly

NVIDIA

Pfizer

Tesla

UnitedHealth Group

The stock market finished January on a positive note. This is a good sign for investors, who incurred huge losses last year.

5 Best and Worst Performing Mega-Cap Stocks in January 2023

A U.S. judge issued a public ruling on Friday evening that denies a request by the U.S. Federal Trade Commission to stop a plan by Meta Platforms Inc to buy virtual reality content maker Within Unlimited, nixing regulators' attempt to block the deal over concerns it would reduce competition in a new market.

U.S. federal judge denies U.S. FTC request to stop Meta from acquiring virtual reality content maker

Mentions of the “metaverse” were relatively few and far between in Meta's quarterly earnings call this week — we counted a mere seven mentions compared to 23 for “AI” — but the company's investment into its vision of a VR-connected social future remains colossal.

Meta's Reality Labs lost $13.7 billion on VR and AR last year

The market's contrasting reactions to December-quarter results from the 'Big 5 Tech Players' - Apple, Amazon, Alphabet, Meta & Microsoft - provides us with useful clues as to what is most important to investors in these mega-cap players.

Making Sense of Apple, Amazon and Big Tech Earnings

Meta's cost-cutting and large share buyback are one-time fixes, not to be repeated. Management needs to directly address the Reality Labs spending disaster and pray for a stronger digital ad market later in 2023.

Dump Meta Platforms While You Can (Rating Downgrade)

Netflix

Subscribers to  Chart of the Week  received this commentary on Sunday, January 29.

2 "FAANG" Stocks Flashing Very Different Signals

HSBC cut its rating on the shares to Reduce from Hold after a huge run, with a price target that suggests a potential 40% decline.

Meta Stock Has Been on a Huge Run. Why an Analyst Says Sell.

What a difference a month — and a day — can make. Meta Platforms Inc. META, +2.28% CEO Mark Zuckerberg pleased investors when the Facebook holding company reported its fourth-quarter results after the close on Feb. 1.

Meta and Zuckerberg changed the Facebook narrative this week

Earnings weren't great, but they showed a light at the end of the tunnel.

Shares of Meta Platforms Lead Big Tech Higher This Week

Meta Platforms (NASDAQ: META), formerly known as Facebook, showed signs of a bottom long before the Q4 results were released. However, the combination of technical activity and analysts' sentiment had the stock in a rebound from 7-year lows, which was confirmed by the Q4 results.

The Bottom Is In For Meta Platforms, Volatility Is Not Over

Big Tech companies have a new obsession: artificial intelligence.

Analysis: From Meta to Microsoft, AI's big moment is here

Call it a case of social climbing. After plunging down the ranks of the largest U.S. companies late last year, Meta Platforms Inc. is making a big comeback.

Meta movin' up: How Wall Street warmed up to Facebook once again

CEO Mark Zuckerberg's talk of further efficiencies and cost-cutting measures, with a hint of future layoffs, was a notable departure from his previous double-down on the Metaverse.

Meta Rumored To Make Further Layoffs, Prompting Surprising Market Reaction

It was literally raining billions, of dollars that is, for one lucky tech chief on Thursday.

News for Meta Stock (META)