Meta Platforms(META)

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Meta Platforms: Huge Beat And Raise, Valuation Remains Attractive
Seeking Alpha· 2025-04-30 22:30
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!Meta Platforms, Inc. (NASDAQ: META ) reported very strong Q1 earnings results on Wednesday afternoon. At the same time, the company has gotten considerably cheaper during ...
Meta Platforms (META) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-04-30 22:15
Meta Platforms (META) came out with quarterly earnings of $6.43 per share, beating the Zacks Consensus Estimate of $5.22 per share. This compares to earnings of $4.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 23.18%. A quarter ago, it was expected that this social media company would post earnings of $6.68 per share when it actually produced earnings of $8.02, delivering a surprise of 20.06%.Over the last four quarters, ...
Meta Beats Q1 Earnings And Rallies 5% After Hours--Still, I'm Staying Put
Seeking Alpha· 2025-04-30 22:15
Meta Platforms, Inc. (NASDAQ: META ) just released its earnings for the fiscal first quarter of 2025. The release beat widely on both revenue and EPS. Investors reacted with jubilationAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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 n ...
Meta Platforms(META) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:00
Financial Data and Key Metrics Changes - Q1 total revenue was $42.3 billion, up 16% year over year, or 19% on a constant currency basis [21] - Q1 total expenses were $24.8 billion, up 9% compared to last year [21] - Operating income for Q1 was $17.6 billion, representing a 41% operating margin [21] - Free cash flow was $10.3 billion, with $70.2 billion in cash and marketable securities at the end of the quarter [21][22] Business Line Data and Key Metrics Changes - Family of Apps revenue was $41.9 billion, up 16% year over year [24] - Family of Apps ad revenue was $41.4 billion, up 16% or 20% on a constant currency basis [24] - Reality Labs revenue was $412 million, down 6% year over year due to lower Meta Quest sales [28] Market Data and Key Metrics Changes - Ad revenue growth was strongest in the Rest of World and North America at 19% and 18% respectively [25] - Total number of ad impressions served increased by 5%, with an average price per ad increasing by 10% [25] Company Strategy and Development Direction - The company is focusing on five major opportunities: improved advertising, more engaging experiences, business messaging, Meta AI, and AI devices [6][16] - Investments are being directed towards enhancing AI capabilities and infrastructure to support these opportunities [19][40] - The company aims to integrate AI into its advertising and recommendation systems to improve user engagement and monetization efficiency [30][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainty and highlighted the transformative impact of AI on the business [5][20] - The company anticipates continued strong growth in video consumption across its platforms, particularly in the US [29] - Future revenue guidance for Q2 2025 is projected to be between $42.5 billion and $45.5 billion [43] Other Important Information - The company repurchased $13.4 billion of Class A common stock and paid $1.3 billion in dividends [21] - The company is facing regulatory challenges in the EU that could impact its business model and revenue [45] Q&A Session Summary Question: Can you discuss advancements in LAMA and Meta AI usage? - Management highlighted the importance of controlling LAMA's development for optimized infrastructure and use cases, with a focus on low latency and personalized experiences [51][54] - Meta AI is primarily used for information gathering and social interactions, with WhatsApp seeing the strongest engagement [57] Question: How will the standalone Meta AI app evolve? - The standalone app is expected to provide faster access and a more built-out feature set, particularly important in the US market [62] Question: What is the outlook for CapEx and infrastructure spending? - The increased CapEx reflects both data center investments and higher hardware costs due to global supply chain uncertainties [75] Question: How is the company addressing AI capacity constraints? - Management is working to alleviate capacity constraints by accelerating data center space online and increasing workload efficiency [86] Question: What is the company's strategy for WhatsApp for business adoption? - The company is testing business AIs with small businesses to enhance sales capabilities, aiming for broader adoption in higher labor cost markets [91]
Meta Platforms(META) - 2025 Q1 - Earnings Call Transcript
2025-04-30 21:00
Meta Platforms (META) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Meta First Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. And this call will be recorded. Thank you very much. Kenneth Dorrell, Meta's Director of Investor Relations, y ...
Meta Platforms(META) - 2025 Q1 - Earnings Call Presentation
2025-04-30 20:46
Meta Earnings Presentation Q1 2025 investor.atmeta.com Advertising Revenue by User Geography In Millions $12,710 $14,131 $14,956 $17,784 $15,451 $16,593 $17,389 $20,982 $18,259 $6,269 $7,268 $7,721 $9,159 $8,327 $9,135 $9,358 $11,154 $9,527 $5,893 $6,435 $6,829 $7,316 $7,338 $7,721 $8,050 $9,012 $8,224 $3,229 $3,664 $4,137 $4,447 $4,519 $4,880 $5,088 $5,635 $5,382 Q1'23 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Rest of World Asia-Pacific Europe US & Canada $28,101 $31,498 $41,392 $33,643 $38,706 $35,6 ...
Meta Platforms' shares rise as revenue beats forecasts on boost from AI tools
New York Post· 2025-04-30 20:40
Mark Zuckerberg’s Meta Platforms beat Wall Street estimates for first-quarter revenue on Wednesday, signaling that its artificial intelligence-powered tools helped pull in advertising dollars despite tariff-related economic growth fears.Shares of the company were up nearly 3% in extended trading.The social media company reported revenue of $42.31 billion for the first quarter, compared with analysts’ average estimate of $41.40 billion, according to data compiled by LSEG.Mark Zuckerberg’s Meta reported reven ...
Meta Q1 Results Beat Expectations, Easing Concerns About Tariff-Tossed Economy's Threat To Big Tech
Deadline· 2025-04-30 20:25
Social media giant Meta Platforms posted better-than-expected numbers in the first quarter, with revenue surging 16% from a year ago to reach $42.3 billion, lifting shares in after-hours trading. The results showed advertising dollars continuing to fill Meta’s coffers despite significant macroeconomic uncertainty. Shares in Meta climbed 4% after hours. They have slumped 6% in 2025. Earnings per share came in at $6.43, well above Wall Street analysts’ consensus expectation for $5.22. The Street had set the ...
Meta Q1 revenue and profits top estimates, boosts capex for AI infrastructure investments
Proactiveinvestors NA· 2025-04-30 20:22
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Meta Platforms(META) - 2025 Q1 - Quarterly Results
2025-04-30 20:16
Meta Reports First Quarter 2025 Results First Quarter 2025 Operational and Other Financial Highlights ____________________________________ MENLO PARK, Calif. – April 30, 2025 – Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2025. (1) For more information on our free cash flow non-GAAP financial measure, see the sections entitled "Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Results" in this press release. 1 • Family daily active p ...