Core Viewpoint - Analysts expect Meta Platforms (META) to report quarterly earnings of $8.15 per share, reflecting a year-over-year increase of 1.6%, with revenues projected at $58.4 billion, up 20.7% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.3% in the last 30 days, indicating a reassessment by covering analysts [1][2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [2] Revenue Projections - Revenue from Reality Labs is expected to be $917.35 million, a decrease of 15.3% year-over-year [4] - Revenue from the Family of Apps (FoA) is projected to reach $57.50 billion, an increase of 21.6% from the prior year [4] - Advertising revenue is anticipated to be $56.85 billion, reflecting a 21.5% increase year-over-year [5] - Other revenue is estimated at $724.10 million, showing a year-over-year increase of 39.5% [5] Geographical Revenue Insights - Advertising revenue from the US & Canada is expected to be $25.58 billion, up 21.9% from the previous year [5] - Advertising revenue from Europe is projected at $14.02 billion, indicating a 25.7% increase year-over-year [6] - Revenue from the Rest of the World is expected to reach $7.21 billion, reflecting a 23.1% increase [6] User Metrics - Family daily active people (DAP) is projected to reach 3.57 billion, up from 3.35 billion year-over-year [7] - The estimated headcount is 78,863, compared to 74,067 in the previous year [7] - Average Revenue Per Person (ARPP) is expected to be $16.19, compared to $14.25 in the same quarter last year [8] Stock Performance - Meta Platforms shares have decreased by 3% in the past month, while the Zacks S&P 500 composite has increased by 0.6% [8]

Core Insights - Meta Platforms, Inc. (META) has experienced a modest return of only 4% over the past year, raising questions about its performance and future prospects [1] Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities that are supported by strong price action, aiming to generate alpha that exceeds the S&P 500 [1] - The strategy emphasizes avoiding overhyped and overvalued stocks while targeting beaten-down stocks with significant recovery potential [1] - The investment group Ultimate Growth Investing specializes in finding high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals and strong buying momentum [1]

Meta Platforms, Inc. ( META ) has recorded a return of just 4% for the past one year? Seriously... What's really going on? The bigger narrative indicates thatJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My ...

Britain's communications regulator Ofcom said on Friday it had opened an investigation into Meta Platforms over information the company provided relating to WhatsApp for one of its market reviews. The... ...

Meta Platforms stock price popped by over 5% on Thursday, adding billions of dollars in value. It rose to a high of $647, up by 11% from its lowest level in November last year. ...

投行 Stifel：将Meta Platforms目标价从875美元下调至785美元。 ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

Core Viewpoint - Beijing is intensifying its investigation into Meta Platforms Inc.'s $2 billion acquisition of the AI startup Manus, which may lead to regulatory actions if any wrongdoing is identified [1][2]. Group 1: Investigation Details - Chinese officials are examining whether the acquisition violated tech export or national security regulations, focusing on the potential compromise of Chinese technology or user data [2][4]. - The investigation has expanded to include potential violations related to cross-border currency flows, tax accounting, and overseas investments [2]. - The review underscores the scrutiny surrounding Meta's rare acquisition of an Asian tech company, marking a significant investment in AI by Meta co-founder Mark Zuckerberg [3][6]. Group 2: Company Background and Operations - Manus, co-founded by Chinese entrepreneurs, initially operated in China before relocating to Singapore, which has raised concerns about the control of sensitive Chinese AI technology by an American firm [4][8]. - The startup has primarily targeted international markets, with its main AI product not available in China, although a previous product was [9][10]. - Manus's AI agents have garnered attention for their capabilities, outperforming some competitors, and the company aims to expand its services under Meta's ownership [10][11]. Group 3: Regulatory and Market Implications - The investigation reflects broader concerns in China regarding "Singapore-washing," where companies of Chinese origin relocate to Singapore to facilitate overseas business [7]. - The deal has raised alarms about the implications of a major American company acquiring a well-regarded Chinese-origin startup, which has been compared to leading AI firms like OpenAI [6][12]. - Despite the ongoing investigation, some Chinese officials had previously expressed support for Manus, indicating a complex regulatory environment [5].

英国通信管理局（Ofcom）于周五表示，已针对元宇宙平台公司（Meta Platforms）在其一项市场审查中 提交的 WhatsApp 相关信息，启动调查程序。 该机构表示："去年，我们开展了企业批量短信批发市场的审查工作，这类短信常被用于发送预约提 醒、包裹配送通知等服务。" "现有证据表明，我们从元宇宙平台公司获取的反馈信息，可能存在内容不完整、数据不准确的问题。" "现有证据表明，我们从元宇宙平台公司获取的反馈信息，可能存在内容不完整、数据不准确的问题。" 责任编辑：郭明煜 责任编辑：郭明煜 英国通信管理局（Ofcom）于周五表示，已针对元宇宙平台公司（Meta Platforms）在其一项市场审查中 提交的 WhatsApp 相关信息，启动调查程序。 该机构表示："去年，我们开展了企业批量短信批发市场的审查工作，这类短信常被用于发送预约提 醒、包裹配送通知等服务。" ...

英国监管机构英国通信管理局周五表示，已针对Meta Platforms就其在该局一项市场审查中提交的 WhatsApp相关资料启动调查。 "现有证据显示，Meta在反馈中向我们提供的相关资料，可能存在不完整、不准确的情况。" 责任编辑：李肇孚 责任编辑：李肇孚 英国监管机构英国通信管理局周五表示，已针对Meta Platforms就其在该局一项市场审查中提交的 WhatsApp相关资料启动调查。 该局称："去年，我们对企业批量短信批发市场开展了审查，这类短信常用于发送预约提醒、包裹配送 通知等服务。" 该局称："去年，我们对企业批量短信批发市场开展了审查，这类短信常用于发送预约提醒、包裹配送 通知等服务。" "现有证据显示，Meta在反馈中向我们提供的相关资料，可能存在不完整、不准确的情况。" ...