Meta CEO Mark Zuckerberg appears at the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.Meta Platforms shares jumped more than 6% Thursday after the company topped earnings expectations and showed advertising resilience in a murky macroeconomic environment."Key here is that Meta's adv. demand trends appear to be relatively healthy and while we're watching for any impacts from macro and lower spend from China-based advertisers given the de minimis change, Meta's scale of users and advertisers ...

I was bullish on Meta Platforms (NASDAQ: META ) around the start of the year, and the stock performed very well, initially. Meta's stock surged by about 20% before topping out around mid-February. However, it's been mostly downhill since the momentum stockAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each mornin ...

Core Insights - Meta Platforms reported strong first-quarter financial results for 2025, with total revenue increasing by 16% year-over-year, reaching $42.3 billion, surpassing expectations [2][3] - Adjusted earnings per share rose by 37% to $6.43, also exceeding forecasts [2] - The company experienced a 5% increase in ad impressions and a 10% rise in average ad pricing, contributing to overall revenue growth [3] Financial Performance - Total revenue for Q1 2025 was $42.3 billion, up from $36.5 billion in Q1 2024, marking a 16% increase [2] - Adjusted earnings per share increased from $4.71 to $6.43, reflecting a 37% growth [2] - Operating margin improved from 38% to 41%, a 3 percentage point increase [2] - Operating income surged by 27%, while net income rose to $16.6 billion, a 35% increase from the previous year [4] Cost Management - Meta managed to keep expenses to a 9% increase, with significant reductions in overhead costs offsetting a more than 20% rise in research and development spending [4] - The marketing and sales budget was also maintained, contributing to improved profitability [4] AI and Product Development - The Meta AI and augmented reality unit was highlighted as a key driver of positive results, with the Ray-Ban Meta AI glasses receiving specific mention [5] - The company is nearing a milestone of 1 billion monthly active users in its AI segment [5] Market Reaction - Following the financial report, Meta's stock rose approximately 4% in after-hours trading, reflecting investor satisfaction with the results [6] - The company projected Q2 revenue between $42.5 billion and $45.5 billion, indicating continued growth expectations [6] Capital Expenditure - Meta increased its capital expenditure projections by $4 billion to a new range of $64 billion to $72 billion for the full year, signaling ongoing investment in data centers and infrastructure to support AI initiatives [9] Regulatory Environment - The company is closely monitoring the regulatory landscape, particularly regarding the European Commission's recent decision on its subscription-based ad-free service [8]

Meta (NASDAQ: META ) has beaten analysts’ expectations for revenue and EPS for seven consecutive quarters (yes, seven). And it did it again on Wednesday after the company reported 1Q25. Revenue came in at $42.31 billionI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, GOOG, AAPL, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given a ...

Meta's content-moderation mishaps used to be the talk of Madison Avenue, when advertisers would lambast the tech giant over its so-called brand safety concerns. But it's a new era, and advertisers are spending through it.The company's first-quarter revenue, which is almost entirely derived from advertising, reached $42 billion in the quarter, ahead of analysts' expectations and up 16% year over year. In January, Meta said it was replacing third-party fact-checkers with an X-inspired community notes system ...

Meta made a prediction last year its generative AI products would rake in $2 billion to $3 billion in revenue in 2025, and between $460 billion and $1.4 trillion by 2035, according to court documents unsealed Wednesday.The documents, submitted by attorneys for book authors suing Meta for what they claim is unauthorized training of the company’s AI on their works, don’t indicate what exactly Meta considers to be a “generative AI product.” But it’s public knowledge that the tech giant makes money — and stands ...

Highlights Meta is raising its spending on AI data centers as the company struggles to meet demand for more computing power after users increasingly use the AI on its social media apps. Meta expects a big hit to its business as early as Q3 from running afoul of the EU for its subscription, no-ads business model in Europe. Meta said it expects to modify this business model as it appeals the EU’s decision. CEO Mark Zuckerberg said its AI software engineer is on track to come online this year and scale ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ____________________________________________ (Mark One) Meta Platforms, Inc. (Exact name of registrant as specified in its charter) ____________________________________________ (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification Number) Delaware 20-1665019 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, ...

Wednesday, April 30, 2025Markets fought back from fairly deep in the red as of today’s open, closing mostly mixed across the major indexes: the Dow was +141 points, +0.35%, The S&P 500 +8 points, +0.15%, the Nasdaq slipped -15 points, -0.09%, while the small-cap Russell 2000 lost -9 points, -0.46%. Bond yields had threatened to move higher early in the session, but came back down to +4.16% on the 10-year and +3.61% on 2s.PCE Remains Steady for March: 0.0% on Headline & CoreThe biggest non-employment-related ...