Core Insights - Meta executives, including CEO Mark Zuckerberg and Instagram head Adam Mosseri, acknowledged that TikTok is outperforming Meta in the social media landscape, indicating a significant shift in market dynamics [1][2][6] Group 1: Internal Discussions on Competition - Zuckerberg described Facebook as a "challenger" that has "lost the mindshare and momentum," highlighting TikTok's ability to create a "feeling of shared context" among users [2][8] - Mosseri noted that Facebook is no longer the default discovery engine, suggesting that YouTube currently holds that position, but he anticipated TikTok would eventually surpass it [3][4] - The executives recognized TikTok's dominance in video content, with Mosseri stating that TikTok is "100% video and beating us badly," and that it is growing the social mobile market at the expense of traditional media [4][10] Group 2: User Engagement and Market Trends - TikTok surpassed YouTube in average watch time in the U.S. in 2021, and a study indicated that children aged 4 to 18 spent 60% more time on TikTok than on YouTube in 2023 [4] - Netflix has introduced a TikTok-like feature in its app, indicating a broader trend of traditional media companies adapting to the success of short-form video platforms [5] - Zuckerberg emphasized that while Facebook may have the largest user base, it is no longer the leader in time spent on the app, further illustrating the competitive pressure from TikTok [8] Group 3: Strategic Responses and Challenges - Meta executives expressed concerns about the fragmentation of the social media landscape, with many platforms competing for user attention, making it difficult for Facebook to maintain its growth [10][12] - John Hegeman, then VP of Ads, acknowledged TikTok's lead in short-form video content and creation tools, but believed Meta could close the gap by encouraging creators to use Reels [11] - The internal documents reveal a perception within Meta that Facebook is the underdog in the social media market, with TikTok's success posing a significant risk to Meta's business growth [12]

Core Points - The episode of Canada's Got Talent aired on May 6, 2025, where the judges selected the first six acts moving on to the finale, with the public voting for two additional acts until 4 a.m. ET [1][4] - The finale is scheduled for May 13, 2025, at 8 p.m. ET on Citytv and Citytv+ [1] Selected Acts - The first six acts moving to the finale include: - The Martin Boys from Woodstock, New Brunswick [2] - Jacob Lewis from Butlerville, Newfoundland & Labrador, who received Shania Twain's Golden Buzzer [3] - Carsim Birmingham from Vancouver, British Columbia, who received Kardinal Offishall's Golden Buzzer [4] - Nicolina from Vaughan, Ontario, who received Lindsay Ell's Golden Buzzer [5] Voting Process - Canadians can vote for two additional acts from the remaining performances until 4 a.m. ET [1][4] Prize Information - The winner of Canada's Got Talent will receive a cash prize of $1 million, the largest in Canadian television history, along with $50 from Howie Mandel and financial advice from CIBC [6] - Each Golden Buzzer recipient will receive $25,000, totaling $150,000 for all recipients [6]

6 May 2025 China Internet China Internet: Food delivery wars? Well yes, but actually no Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com Min-Joo Kang +852 2123 2644 minjoo.kang@bernsteinsg.com Charlie Peng +81 3 6777 6993 charlie.peng@bernsteinsg.com One Night in Beijing. Yours truly spent much of April on the road, meeting companies and investors, including making a stop in Beijing where we met with industry contacts close to Meituan and JD. JD's att ...

30 April 2025 | 6:31AM HKT Navigating China Internet Assessing the state of play with JD's entry into food delivery; scenarios and implications for Meituan, JD With JD's faster-than-expected food delivery ramp-up to 1/6 of Meituan's daily orders within two months of operations and the significant 20% share price declines of both Meituan and JD since April (vs. HSTECH of -9%), we lay out three eventual scenarios and assess the potential impacts to Meituan and JD: Scenario 1) JD pulls back subsidies and event ...

A telltale financial update, a new milestone celebration, and a reimagined live-action take on a popular animated film will keep Disney busy in the month ahead.Shares of Walt Disney (DIS 1.83%) are failing to keep up with the market for the fourth time in the last five years. The company still has another seven months to turn things around. What will it take to get back on track?This should be a big month for Disney. It has two big movies opening this month. There's an important financial update coming in a ...

宁德时代 2023 年锂电行业从快速发展期进入饱和期， 2024 年 从饱和期进入调整期，各家企业竞争激烈，价格战严重， 头部企业 与中小型企业差 距日益加大 ，技术迭代与出海 两种趋势更加明显 随着头部电池企业相继披露财报，可知 2024 年尽管一线与二线电池厂有底蕴科支持，但在激烈的竞争下依然难以掩饰疲态，不过 2025 行 业普遍回暖，新的希望也悄然升起 。 01 七大企业哪家强 2024 年宁德时代营收约 3620 亿元，同比下滑约 10% ； 净利润 507 亿元，同比增长 约 15% 。公司 锂 电池销量 约 475GWh ，同比 增长 约 21. 8 % ， 其中 动力电池 出货 381GWh ，同比增长 约 18.8% ；储能电池 出货 93GWh ，同比增长 约 34.3% 。 2025 年 Q1 营收 约 847 亿元，同比增长 约 6. 2 % ；净利润 约 139.6 亿元，同比增长 约 32.8% 。 2024 年 Q4 供需关系 开始 扭转， 海外市场项目增多，宁德时代的产能也开始起量，为 2024 全年赢得了好的收尾， 2025 年 Q1 公司 电池销量 120GWh ，同比增长 ...

Visa Inc V and Mastercard Inc MA may be the titans of payments, but their trajectories diverge sharply.Which one should investors put their chips on?Visa: A Steady Hand Amid VolatilityVisa's second-quarter results came in with little drama; investors are here for it. While some expected a slowdown, Visa delivered with solid numbers, beating both revenue and EPS estimates. Cross-border volumes were up 13%, and domestic volumes were up 5.9%. Even with a slight deceleration in growth, the results indicate the ...

行业主要上市公司：久之洋(300516);巨星科技(002444);优利德(688628);莱赛激光(871263);禾赛(HSAI)等 本文核心数据：企业排名;企业收入;激光测距仪业务占比 1、中国激光测距仪竞争主体类型 目前，我国激光测距仪行业主要由三类企业构成。大型测量仪器厂商，具有多年的测量仪器布局经验， 测量产品矩阵完善，激光测距仪作为主要产品之一进行经营。激光测距仪代工企业主要进行非核心零部 件的加工生产。随着智能汽车对激光雷达的需求持续增长，激光雷达成为了激光测距仪的重要分支，一 批专业的新型激光雷达厂商快速崛起。 | 主体类型 | 主要特征 | 代表性企业 | | --- | --- | --- | | 大型测量仪器厂商 | 主要进行激光测距仪的研发和生产,通常业务类型众多 | 久之洋、江苏曙光、常州第二电子 仪器、莱塞激光等 | | 激光测距仪代工企业 | 主要是 OEM 模式，进行非核心零部件的加工和生产· | 丹阳协光科技 | | 专业激光雷达厂商 | 专业生产新型激光雷达产品,业务集中 | 速腾聚创、禾赛科技、北醒光子 | 转自：前瞻产业研究院 2、中国激光测距仪行业领先企业 中国激光 ...

下图是具体配置，不难看出两款系列机型各有优势。 | 手机 | iQOO Z10 Turbo | REDMI Turbo 4 | iQOO Z10 Turbo Pro | REDMI Turbo 4 Pro | | --- | --- | --- | --- | --- | | 性能三件套 | 天玑8400满血版(4nm) | 天玑 8400-Ultra(4nm) | 骁龙 8s Gen4(4nm) | 骁龙 8s Gen4(4nm) | | | LPDDR5X+UFS4.1 | LPDDR5X+UFS4.0 | LPDDR5X Ultra+UFS4.1 | LPDDR5X+UFS4.1 | | 胖带 | 6.78 英寸 OLED,10bit, | 6.67 英寸 OLED, | 6.78 英寸 OLED,10bit | 6.83 英寸 OLED,12 bit | | | 华星 C9+直屏, | 12bit,华星/天马直屏 | 华星 C9+直屏 | 华星 M9 直屏 | | | 800-2000-5500nit, | 800-1400-3200nit, | 800-2000-5500nit, | 800-180 ...

Guggenheim analyst Gregory Francfort reiterated the Neutral rating on Starbucks Corporation SBUX on Tuesday, lowering the price forecast from $95 to $83. Starbucks reported second-quarter fiscal year 2025 financial results after market close on Tuesday. Consolidated net revenue rose 2% year-over-year, but global comparable store sales fell 1% (transactions down 2%, average ticket up 1%), with North America down 1%, international down 2%, and China flat. Also Read: How To Earn $500 A Month From Starbucks Sto ...