Meta (NASDAQ: META ) has beaten analysts’ expectations for revenue and EPS for seven consecutive quarters (yes, seven). And it did it again on Wednesday after the company reported 1Q25. Revenue came in at $42.31 billionI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what ...

SARASOTA, Fla., May 01, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq, NYSE Texas: DJT) (“Trump Media” or the "Company"), operator of the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, reincorporated from the State of Delaware to the State of Florida effective April 30 after Trump Media shareholders approved a proposal to do so in the Company’s annual meeting yesterday. Trump Media CEO and Chairman Devin Nunes said, “We’re thrille ...

Core Insights - Meta's advertising revenue for the first quarter reached $42 billion, exceeding analysts' expectations and reflecting a 16% year-over-year increase [1] - The company is shifting its content moderation strategy, replacing third-party fact-checkers with a community notes system and easing rules on political content and sensitive topics [2][6] - Despite concerns from advertisers regarding user safety, many are expected to continue spending on Meta due to its large audience and effective ad performance [3][6] Advertising Performance - Meta's AI-powered ad tools, Advantage Plus, are credited for driving momentum in ad campaigns by automating user targeting and ad creation [4] - The company anticipates revenue between $42.5 billion and $45.5 billion for the next quarter, surpassing the $44 billion forecast by analysts [6] - Online commerce companies have emerged as the largest contributors to Meta's ad sales growth, indicating a shift in reliance from blue-chip companies to small and medium-sized businesses [7] Market Dynamics - Advertisers are likely to allocate more budgets to established platforms like Facebook and Instagram while reducing spending on smaller social media networks amid economic uncertainty [9] - The contrasting performance of Snap, which faced a decline in shares due to lack of guidance amidst macroeconomic concerns, highlights Meta's relative strength in the advertising market [10]

Meta大幅提升资本支出指引，扎克伯格承诺AI战略将带来高回报。 周三美股盘后，Meta公布一季度财报显示，营收达422亿美元，同比增长16%，超过华尔街预期的413亿 美元，其中广告营收同比增长10%，是预期的两倍多，成为推动业绩的关键因素。 并且，Meta进一步提高了年度资本支出预期，这一激进策略让投资者既兴奋又忧虑。在财报电话会 中，扎克伯格表态继续全力押注AI，不仅提高资本支出预期，还计划为Meta AI添加付费订阅和广告功 能。 内容互动升级：推荐系统改进使Facebook/Instagram/Threads用户时长分别增长7%、6%、 35%。Threads月活突破3亿。 1. 公司将年度资本支出预期从600-650亿美元提高至640-720亿美元，主要投向AI发展。之所以要在 资本支出方面进行更多投资，是为了构建世界一流基础设施的能力，在25年和26年真正更快地建 立产能，为公司在未来几年开发领先的 AI 技术和服务提供优势。 2. AI供给和需求都非常不稳定，对于何时会有足够的供给来满足所有需求的问题，没有固定答案， 这也是我们今年加速增加数据中心空间上线的部分原因，现在讨论2025年之后的计 ...

智通财经5月1日电，Meta Platforms美股盘前上涨6.5%。Meta加码AI，第一季度广告收入仍录得16%增 长，大幅上调资本支出指引至720亿美元。 ...

Highlights Meta is raising its spending on AI data centers as the company struggles to meet demand for more computing power after users increasingly use the AI on its social media apps. Meta expects a big hit to its business as early as Q3 from running afoul of the EU for its subscription, no-ads business model in Europe. Meta said it expects to modify this business model as it appeals the EU’s decision. CEO Mark Zuckerberg said its AI software engineer is on track to come online this year and scale ...

Meta 凤凰网科技讯 北京时间5月1日，脸书母公司Meta(NASDAQ: META)今天发布了截至3月31日的2025财年第一季度财报。财报显示，Meta第一季度总营收为 423.14亿美元，较上年同期的364.55亿美元增长16%；净利润为166.44亿美元，较上年同期的123.69亿美元增长35%，其中元宇宙业务营业亏损42亿美元。 Meta创始人兼CEO马克·扎克伯格(Mark Zuckerberg)称，Meta AI目前的月活跃用户已接近10亿。 股价表现： Meta第一季度营收和每股收益均超出分析师预期，股价在盘后交易中上涨4%。 Meta盘后上涨4.01% Meta周三在纳斯达克交易所的开盘价为538.40美元。截至周三收盘，Meta股价下跌5.44美元，报收于549美元，跌幅为0.98%。截至发稿，Meta股价在盘后交 易中上涨22美元至571美元，涨幅为4.01%。过去52周，Meta股价最高为740.91美元，最低为427.11美元。 第一季度运营要点： ——2025年3月，应用家族日活跃用户(DAP)平均值为34.3亿人，同比增长6%； ——应用家族上的广告展现量同比增长5%，每条广告 ...

Meta 旗下应用家族（Family of Apps）的日活跃用户（DAP）平均达 34.3 亿，同比增长 6%；广告曝光量（Ad Impressions）同比增长 5%，每条广告平均价 格上涨 10%，推动广告收入达到 413.92 亿美元，占总营收的绝大部分。 Meta AI 的月活跃用户接近 10 亿，显示其在人工智能领域的快速布局。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。 Meta 在 2025 财年第 1 财季交出了一份亮眼的成绩单。总营收达到 423.14 亿美元（IT之家注：现汇率约合 3078.03 亿元人民币），较去年同期的 364.55 亿美 元增长 16%，若按固定汇率计算，增长率更是高达 19%。 净利润从去年的 123.69 亿美元跃升至 166.44 亿美元（现汇率约合 1210.73 亿元人民币），增幅达 35%；每股摊薄收益（EPS）从 4.71 美元提升至 6.43 美 元，增长 37%；运营利润为 175.55 亿美元，同比增长 27%，运营利润率从 38% 提升至 41 ...

Group 1 - The primary goal of the Cash Flow Kingdom Income Portfolio is to achieve an overall yield in the range of 7% - 10% by combining various income streams for a steady portfolio payout [1] - Meta Platforms, Inc. (NASDAQ: META) reported strong Q1 earnings results, and the company's stock has become considerably cheaper during the recent selloff, indicating potential investment opportunities [1] - The Cash Flow Club focuses on company cash flows and access to capital, providing features such as a personal income portfolio targeting 6%+ yield and coverage of various sectors including energy midstream and commercial mREITs [1]

Meta Platforms, Inc. (NASDAQ: META ) just released its earnings for the fiscal first quarter of 2025. The release beat widely on both revenue and EPS. Investors reacted with jubilationAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have n ...