Core Insights - Meta has invested over $70 billion in its VR and metaverse initiatives since 2020, but the growth of the industry has been slower than anticipated, leading to recent cuts in its Reality Labs division [1][2] - The company has acknowledged that its vision for Horizon and VR was overly ambitious, resulting in a need to scale back on several VR products, including virtual workplace and fitness applications [2][3] - Despite the setbacks, Meta remains optimistic about the future of VR, claiming to invest more in content than any competitor [2][3] Investment Strategy - Meta's CTO stated that the current investment exceeds the growth potential of the VR ecosystem, indicating a significant loss and a need for emotional acknowledgment of the situation [2][5] - The company continues to view itself as a net positive investor in the VR ecosystem, even after scaling back its ambitions [3][4] - There is a belief that the challenges faced in VR do not necessarily detract from the potential growth in wearables, as both can be pursued simultaneously [3][4] Future Outlook - The CTO has previously indicated that 2025 will be a critical year for the metaverse, determining whether Meta's efforts will be seen as visionary or a misadventure [4] - There is a cautious tone regarding future investments, with the company emphasizing the need for its investment levels to align with actual growth [5]

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F-1/A 1 dbim_f1a.htm FORM F-1/A As filed with the Securities and Exchange Commission on February 6 , 2026 Registration Statement No. 333-289879 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 4 TO FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Dbim Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) | Cayman Islands | 7370 | Not Applicable | | --- | --- | --- | | (State ...

Heavy AI investment is expanding content and complexity, while mounting legal scrutiny over child safety is forcing faster safety reforms.The gaming platform Roblox has been there as its over 100 million active users grew up.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free ac ...

BEIJING, Feb. 3, 2026 /PRNewswire/ -- Scienjoy Holding Corporation ("Scienjoy" or the "Company") (NASDAQ: SJ), an interactive entertainment leader in the Chinese market, today announced that Scienjoy today received formal notice from The Nasdaq Stock Market LLC that the Company has evidenced full compliance with the $1.00 bid price requirement for continued listing on The Nasdaq Capital Market, as set forth in Nasdaq Listing Rule 5550(a)(2). As a result, the listing matter has been closed. About Scienjoy H ...

Meta Platforms and Microsoft are both ramping up artificial intelligence (AI) spending, but the stocks are moving in opposite directions.If you think the stock market could fall in 2026, it might seem counterintuitive to load up on growth stocks. Investors tend to gravitate toward income and value stocks during times of uncertainty because these companies are priced more for their existing earnings than their potential earnings.But if you are a long-term investor who plans to hold stocks for three years, fi ...

Roblox Corp (NYSE:RBLX) is one of the stocks with huge growth potential, according to the media. On January 27, Piper Sandler lowered its price target on Roblox Corp (NYSE:RBLX) to $125 from $180 while keeping an Overweight rating, citing weaker upside in billings and revenue growth beyond 2027 and recent data showing age-related restrictions impacting performance. Wall Street Firms Cautious on Roblox Corp. (RBLX) Amid Declining Engagement Levels The firm expects Q4 2025 bookings growth of 55–60% year-ov ...

Core Insights - Meta Platforms has shifted its focus from the metaverse to artificial intelligence, indicating a potential reduction in the priority of its Reality Labs division [2] - The company is laying off 10% of employees in its Reality Labs business, which may signal larger reductions in the future [2] - Despite the layoffs, Meta is not abandoning the metaverse but is reallocating funds towards augmented reality glasses [4] Group 1: Financial Performance - The Reality Labs division incurred losses of $19.2 billion in 2025, an 8% increase from the previous year's loss of $17.7 billion [7] - In contrast, the Family of Apps segment generated a profit of $102.5 billion in the past year, highlighting the profitability of Meta's core social media assets [7] Group 2: Strategic Direction - Meta is redirecting investments rather than making significant changes to its metaverse business, suggesting a cautious approach to spending [5] - The company’s ongoing growth in its Family of Apps business compensates for the losses in Reality Labs, indicating a balanced portfolio [6]

Why investors are suddenly nervous about Microsoft and newly confident in Meta - Fast Company[Try our mini crossword with a business twist: Play Fast Company Mini Crossword]LOGIN[SUBSCRIBE]- [INNOVATION FESTIVAL]- [Video]- [Podcasts]- [Games]- [Work Life]- [Leadership]- [News]- [Design]- [Tech]- [Premium]|[Custom Studio]- [Texas A&M University]- [IBM]BY [Taylor Hatmaker]Listen to this Article [More info]0:00 / 0:00Microsoft stock just suffered its biggest single day drop since 2020. Meanwhile, Meta stock po ...

Summary of Meta Platforms Inc. Earnings Call Company Overview - **Company**: Meta Platforms Inc - **Industry**: Internet - Large Cap / Mid & Small Cap Key Points and Arguments Revenue Growth and Financial Guidance - Meta aims for 2026 revenue growth in the 20% range, with 1Q26 revenue growth projected to be in the 30% range, indicating strong momentum [1][9] - Total expenses for 2026 are expected to be between $162 billion and $169 billion, which is higher than previous expectations [1][14] - Capital expenditures (capex) for 2026 are projected to be between $115 billion and $135 billion, also above prior estimates [1][14] AI and Advertising Improvements - Significant AI-driven ad improvements are expected to enhance engagement and monetization, with Instagram Reels watch time up over 30% year-over-year in the US [2][14] - Meta is seeing a 7% lift in organic feed and video posts on Facebook, contributing to the largest quarterly revenue impact from product launches in the past two years [2][14] - AI productivity improvements have led to a 30% increase in output per engineer, with power users of AI coding tools seeing an 80% year-over-year increase in output [14] Operating Income and EPS - Meta has established bottom-line guardrails with operating income growth projected for 2026, while Reality Labs operating losses are expected to remain similar to the previous year [1][9] - GAAP EPS for 2026 is projected to be $31.51, with a decrease of 3-4% in EPS estimates for 2026/2027 due to the removal of share repurchases [1][9] Frontier Model Development - Expectations for a frontier large language model (LLM) have been tempered, with emphasis on developing initial models that will be "good" rather than frontier-level in the first half of 2026 [1][9] - The timing for a frontier model may be pushed out, but the industry is rapidly innovating, with anticipation for new models in the coming months [1][9] Market Reaction and Valuation - Meta shares rose 7% in after-market trading following the earnings report, although some pushback is expected [1][9] - The price target for December 2026 has been raised from $800 to $825, based on a valuation of approximately 26 times the estimated GAAP EPS for 2027 [1][9] Financial Estimates - **2026 Revenue**: $252.26 billion, with a year-over-year growth of 25.5% [4][19] - **2027 Revenue**: $294.27 billion, with a year-over-year growth of 16.7% [4][19] - **Adjusted EBITDA for 2026**: $142.24 billion, with a margin of 56.4% [4][19] - **Free Cash Flow (FCF)**: Projected to be modestly positive at $5 billion for 2026 [1][9] Other Notable Insights - Meta's focus on AI and the Metaverse is expected to drive significant infrastructure investments, but the company has a strong track record of generating returns on increased spending [9] - The company is expected to self-finance its infrastructure investments in 2026 while also considering cost-efficient external financing [14] Conclusion Meta Platforms Inc. is positioned for strong revenue growth driven by AI advancements and advertising improvements, despite rising expenses and tempered expectations for frontier model development. The company maintains a positive outlook for 2026 and beyond, supported by a robust valuation and strategic investments in technology.