Core Insights - Meta Platforms (META) stock shows strong revenue growth and profitability compared to Pinterest (PINS), making it a more attractive investment option [3][4]. Financial Performance Comparison - META's quarterly revenue growth was 26.2%, while PINS reported 16.8% [4]. - Over the last 12 months, META's revenue growth stood at 21.3%, surpassing PINS's 16.8% [4]. - META's last twelve months (LTM) margin was 43.2%, with a three-year average margin of 37.4%, indicating superior profitability compared to PINS [4]. Valuation Insights - META stock is characterized by improved profitability and a comparatively lower valuation than PINS, suggesting a more favorable investment opportunity [3][4].

Bleeping Computer报道，OpenAI已开始在内部测试为 ChatGPT加入“广告”功能，若未来正式上路，可能会彻底改写当今的网络商业模式。ChatGPT安卓端1.2025.329测试版出现了新的相关字段，包括“bazaar content（集市内容）”“search ad（搜索广告）”和“search ads carousel（搜索广告轮播）”。 https://t.co/gWDrnoQ2mv ...

[Music] Four 3 2 one. One of you just died. 4 3 2 one.Another one dead. Don't worry, we're not going to be playing some sort of dystopian game I just invented. This is actually a game bleer than that because this is a rate at which people across the globe are dying due to tobacco use.Every 4 seconds, one person dies. Each life and each death entirely preventable. Each life cut short by what many still consider a personal choice.But here's what most of us still don't realize. Smoking is not a free choice at ...

Financial Data and Key Metrics Changes - Gross Merchandise Sales (GMS) reached $2.4 billion in Q3 2025, representing an 11% growth from the prior year period [25] - Revenue for Q3 was $468 million, up 8% compared to last year, driven by GMS growth but offset by a reduction in take rates [27] - Adjusted EBITDA was $67 million, representing 14% of revenue, up 21% from $56 million in the same period last year [30] Business Line Data and Key Metrics Changes - The company has seen nearly 20% GMS growth over the last 12 months, indicating strong performance across its marketplace [8] - The launch of the Reach Pro product has led to significant adoption among sellers, contributing to market share gains [12] Market Data and Key Metrics Changes - The North American secondary ticketing market has been positively impacted by the company's strategic investments, with the company now approximately four times larger than its nearest competitor based on GMS [11] - The implementation of federally mandated all-in pricing in the U.S. has had an estimated 10% one-time impact on the size of the North American secondary ticketing market [26] Company Strategy and Development Direction - The company aims to become the global destination for live entertainment ticketing by leveraging technology and customer focus to eliminate friction in the live event experience [10] - Direct issuance is seen as a transformative growth vector, allowing enterprise sellers to access the marketplace without exclusivity requirements [18] - The company is also pursuing advertising opportunities, including sponsored listings and partnerships with businesses like Booking.com to enhance customer experience [20][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for live events and the company's ability to navigate temporary market dynamics, such as the transition to all-in pricing [35] - The company plans to provide annual guidance for 2026 expectations in early 2026, focusing on long-term value creation [36] Other Important Information - The company successfully raised approximately $1 billion through capital markets activities, significantly improving its balance sheet and reducing leverage [37] - The company ended the quarter with $1.4 billion in cash and cash equivalents, with a net debt of $1.1 billion [38] Q&A Session Summary Question: Returns on investments in core resale market share and direct issuance - Management highlighted that investments in market share have yielded positive results, with significant share gains and a dominant position in the point of sale system [40][41] Question: Aligning marketing investments over the medium to long term - Management noted strong receptivity to marketing investments, particularly in the direct issuance business, which aims to enhance revenue for content owners [44][46] Question: Visibility on sponsored listing ad launch and Major League Baseball deal - Sponsored listings are expected to roll out in the second half of Q4, with MLB taking advantage of direct issuance for certain events [48][53] Question: Direct issuance market opportunities - Management sees diverse opportunities across various content types, including sports and live theater, emphasizing the non-competitive nature of their model with primary ticketing [55][56] Question: Impact of all-in pricing and World Cup expectations - Management confirmed that all-in pricing represents a 10% headwind, expected to last until May 2026, and expressed excitement about the World Cup's potential impact on resale [62][63]

Acquisition & Revenue Diversification - Life360 is acquiring ad technology firm Mativo to diversify revenue streams [1] - The addition of advertising aims to ensure the company can continue to bring great family experiences to all of its members [3] - Life360 expects a lot of diversification over time, with ads becoming more balanced with subscriptions [9] Advertising Strategy & User Privacy - Paying members will not see ads directly in the application, while free members will [4] - Mativo's extensive publisher network will be used to deliver relevant ads to members [5] - Life360 excludes anyone under 18 from ad targeting and sensitive places to ensure member safety [6] Competitive Advantage & Market Positioning - Life360 differentiates itself from Apple by focusing on the family business, offering unique services and experiences [8] - The company serves families on all platforms, with approximately 40% of families having members on multiple phone platforms [10] - Life360 emphasizes its commitment to making family life better and bringing convenience to its members [11]

Core Insights - Meta Platforms experienced an approximate 18% decline in stock price following the release of its latest financial results, despite reporting significant top-line growth with a double-digit growth rate [1] Financial Performance - The company demonstrated substantial revenue growth, indicating a strong performance in its core business operations [1] Market Reaction - The market's negative response was attributed to management's cautious outlook, which may have overshadowed the positive revenue growth reported [1]

Pinterest projected revenue for the current quarter that fell short of analysts’ estimates, a sign that the search platform’s advertising business may not be growing as quickly as expected https://t.co/vteFlqqjRp ...

[Applause] Neither snow nor rain, nor heat, nor gloom of night shall keep these couriers from the swift completion of their appointed rounds. Now, this phrase was carved on the main post office building in New York City. And for this reason, many people came to believe that it represented the motto of the postal service.But this phrase actually comes from an ancient account of the heroic messengers during the Greek and Persian wars written 2500 years ago. But the sentiment still remains the same that no mat ...

Customer Experience & Psychology - Companies should focus on understanding customer psychology to improve customer experience, as 95% of decisions are made by the subconscious mind [1] - Psychological and neuroscientific approaches are applicable not only to marketing and advertising but also to customer experience [1] - A simple question can change the customer journey and lead to a purchase [1] Branding & Marketing - Branding is not just a logo or colors, but the feeling associated with the brand; companies invest millions/billions in advertising to maintain this emotional connection [1] - The difference between marketing and neuromarketing is that marketing targets the conscious mind, while neuromarketing targets both the conscious and subconscious [2] - Content is not king, but the "Pawn" (sales) is, because sales has one-on-one interactions; reaching the end of the board transforms the pawn into something else [2] Case Studies & Strategies - The mirror strategy at a coffee shop created FOMO (Fear Of Missing Out) and built a strong community base [1] - Nestlé targeted children in Japan with Kit Kat to cultivate a taste for coffee later in life, resulting in Japan becoming a leading coffee importer after 30 years [1] - Companies should view customers as human beings, not just sources of revenue, to ensure sustainability and brand longevity [1]

Finally, today, uh, Netflix is reporting after the bell, later after the, uh, after the closing bell. Julia abortion is going to get us ready on what we might hear and how some of this morning's news, Julia, might play into the call. >> That's right, Carl.Well, with Warner Brothers Discovery now on the block, investors will turn to one of its potential buyers, Netflix, and the strength of its leadership in streaming. Analysts expect Netflix's revenue to grow 17%. That would be an acceleration from the 16% g ...