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

Operating income

EBITDA

Net income

Earnings per share

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.

Zuckerberg appears to be wearing a new headset, which is likely Project Cambria, a highly-anticipated and powerful mixed-reality headset.

Zuckerberg announces event for Oct. 11 where new Meta headset expected

Meta Platforms Inc will host its annual event on Oct. 11 to showcase augmented and virtual reality (AR/VR) offerings, and possibly release its much touted VR headset code-named Project Cambria.

Meta sets Oct. 11 for Connect event, teases new VR headset release

A year after Facebook transformed to Meta at the event, the company is hosting its second Connect conference on October 11 this year. The firm is describing this event as a “one-day virtual event that explores the building of the metaverse and the future of augmented and virtual reality.

Meta is hosting its Connect conference on October 11

Alphabet

NVIDIA

Buffett can find massive cash flows, wide competitive moats, and attractive valuations in today's tech environment.

3 Non-Buffett Tech Stocks That Would Match Warren Buffett's Philosophy

Apple

The share of mobile advertising dollars Apple has grown 50% since it cracked down on advertisers tracking iPhone users last year.

Apple Crashes Advertising ‘Duopoly': Google And Facebook's Stranglehold Loosening, Report Finds

Ireland's data privacy regulator has agreed to levy a record fine of 405 million euros ($402 million) against social network Instagram following an investigation into its handling of children's data, a spokesperson for the watchdog said.

Instagram fined $400 million for failing to protect children's data

QUALCOMM

The two tech giants have strengthened their relationship as they look to tap into a massive opportunity.

Meta Platforms and Qualcomm's Latest Metaverse Move Could Send Their Stocks Soaring

Meta Platforms Inc (NASDAQ:FB), the parent company of Instagram and Facebook, has been fined €405mln (£349mln) over the way it handled teens' data. Irish data watchdog the Data Protection Commission (DPC) confirmed the penalty after a two-year investigation focused on the fact that young people had set up accounts displaying their email addresses and phone numbers.

Meta fined for Instagram data privacy breach

Ireland's Data Protection Commission has doled out a total of $686 million in fines to Meta over the past two years.

Meta got fined $400 million for failing to protect kids' privacy on Instagram

Irish regulators said Instagram violated European data protection rules. It was the latest move by authorities in Europe and the U.S. related to child protection online.

Meta Fined $400 Million for Treatment of Children's Data on Instagram

Penalty follows investigation into Instagram setting that allowed teenagers to set up accounts that displayed contact details

Instagram owner Meta fined €405m over handling of teens' data

Irish regulators are slapping Instagram with a big fine after an investigation found the social media platform mishandled teenagers' personal information in violation of strict European Union data privacy rules.

Irish watchdog fines Instagram 405M euros in teen data case

Ireland's data privacy regulator has agreed to levy a record fine of 405 million euros ($402 million) against social network Instagram following an investigation into its handling of children's data, a spokesman said.

Irish regulator fines Instagram $400 million over chidren's data

A fat fine — of €405 million — is headed Instagram's way after European Union privacy regulators came to a decision on a long running complaint related to how the social media platform handles children's data. The penalty is for a breach of the EU's General Data Protection Regulation (GDPR).

Instagram fined €405M in EU for children's privacy breaches

In contrast to many other articles, to me, the question surrounding Meta Platforms is not if it is cheap enough or not. It obviously is. Its PE has plunged from 30+ not that long ago to the current level around 13x only.

Is Meta Platforms A Value Trap?

The Reality Labs segment has cumulative operating losses of $22.6 billion from January 2020 to June 2022. Prominent investors are questioning the Oculus investments.

Meta: Questionable Metaverse Decisions

I am a big Meta bull, as I believe the company's stock is deeply undervalued as compared to current fundamentals and future growth potential. In this article I will provide investors with an important update regarding Mark Zuckerberg's Metaverse strategy: the launch of a new high-end VR console.

Why Meta Platforms Stock Could Break To The Upside In October

In our view, Meta Platforms Inc is a deeply misunderstood and undervalued enterprise. At its core, Meta Platforms is a financial powerhouse operating in an incredibly lucrative market.

Meta Platforms Is A Deeply Misunderstood And Undervalued Enterprise

Meta Platforms Inc (NASDAQ: META), on Friday, signed a multi-year agreement with Qualcomm Inc (NASDAQ: QCOM) to develop customised virtual-reality chipsets. The stock is down 3.0% at the time of writing.

Meta extends partnership with Qualcomm: ‘shows weak hands for Meta'

Facebook parent Meta Platforms Inc. META, -3.05% has acquired Lofelt, a Berlin startup whose technology aims to replicate the illusion of touch in virtual reality, the company said on Friday in response to questions from The Wall Street Journal.

Meta acquires Berlin startup to boost virtual-reality ambitions

U.S. tech giants Meta and Qualcomm are teaming up to develop custom chipsets for virtual reality products.

Meta and Qualcomm strike deal to make custom virtual reality chips for metaverse applications

A new multiyear agreement focuses on VR headsets; no word on AR, though.

Meta's Future Quest VR Headsets Will Use Custom Qualcomm Chips for Years

Meta Platforms Inc signed an agreement to have chip-maker Qualcomm Inc produce custom chipsets for its Quest virtual reality devices, the companies announced at a consumer electronics conference in Berlin on Friday.

Meta, Qualcomm strike agreement on custom virtual reality chips

Meta is creating a group to identify and build “possible paid features” for Facebook, WhatsApp and Instagram. That's according to a report Thursday (Sept.

Meta Exploring Paid Facebook, Instagram Features

Meta Platforms (META) launches the first end-to-end shopping experience for WhatsApp users in India as part of its strategic partnership with Jio platforms.

News for Meta Stock (META)