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Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead
Youtube· 2025-12-23 19:21
Meta Platforms - Meta is expected to launch numerous AI products in 2024 and 2025, leveraging top talent, which could enhance the company's growth trajectory [2] - Meta accounted for approximately 80% of the entire advertising industry's growth this year, indicating a strong advertising model [3] - The company is seen as adaptable, having successfully navigated transitions such as mobile app changes and data privacy issues, suggesting potential for continued growth through both core apps and new products [5][6] Airbnb - Airbnb is in the early stages of monetization growth, with plans to introduce a loyalty program, hotel listings, and advertising as new revenue sources [7] - The platform's unique inventory, as opposed to traditional hotel offerings, positions it well in a market where consumers seek distinctive experiences [8][10] - Companies with access to unique inventory, like Airbnb, are expected to perform well as they cater to changing consumer preferences in the digital landscape [9]