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]

Core Insights - Meta Platforms, Inc. reported earnings for the fiscal first quarter of 2025, surpassing expectations in both revenue and earnings per share (EPS) [1] Financial Performance - The earnings release indicated a significant positive reaction from investors, highlighting strong financial performance [1]

Meta：在本公司一系列APP中，WhatsApp的应用程度最高。 ...

美东时间4月30日周三，Meta公布截至2025年3月31日的公司第一季度财务数据，以及二季度及全年的业绩指引。 今年一季度，经营Facebook等社交媒体的数字广告巨头Meta扛住了特朗普政府关税风暴将至的冲击，营收和盈利增长放缓程度没有华尔街预期的严重，"现 金牛"广告的收入总体稳健。Meta还大幅提高了今年的资本支出预期规模，进一步加码人工智能（AI）相关投入。 财报公布后，收跌近1%的Meta股价周三盘后拉升，盘后一度涨6%。 1）主要财务数据 营收：一季度营收423.1亿美元，同比增长约16%，分析师预期413.8亿美元，四季度增长21%。 EPS：一季度稀释后每股收益（EPS）为6.43美元，同比增长约37%，分析师预期5.25美元，四季度增长50.5%。 资本支出：包括融资租赁的本金支付在内，一季度资本支出136.9亿美元，同比增长103.7%，分析师预期142.39亿美元，四季度同比增长87.8%。 营业利润：一季度营业利润为175.6亿美元，同比增长约27%，四季度增长43%。 净利润：一季度净利润166.4亿美元，同比增长约35%，四季度增长49%。 2）细分业务数据 广告：一季度广告收入 ...

Meta Platforms CEO扎克伯格：近10亿月度活跃用户目前在其所有应用中使用Meta公司的人工智能技 术。 ...

Financial Data and Key Metrics Changes - Q1 total revenue was $42.3 billion, up 16% year over year, or 19% on a constant currency basis [21] - Q1 total expenses were $24.8 billion, up 9% compared to last year [21] - Operating income for Q1 was $17.6 billion, representing a 41% operating margin [21] - Free cash flow was $10.3 billion, with $70.2 billion in cash and marketable securities at the end of the quarter [21][22] Business Line Data and Key Metrics Changes - Family of Apps revenue was $41.9 billion, up 16% year over year [24] - Family of Apps ad revenue was $41.4 billion, up 16% or 20% on a constant currency basis [24] - Reality Labs revenue was $412 million, down 6% year over year due to lower Meta Quest sales [28] Market Data and Key Metrics Changes - Ad revenue growth was strongest in the Rest of World and North America at 19% and 18% respectively [25] - Total number of ad impressions served increased by 5%, with an average price per ad increasing by 10% [25] Company Strategy and Development Direction - The company is focusing on five major opportunities: improved advertising, more engaging experiences, business messaging, Meta AI, and AI devices [6][16] - Investments are being directed towards enhancing AI capabilities and infrastructure to support these opportunities [19][40] - The company aims to integrate AI into its advertising and recommendation systems to improve user engagement and monetization efficiency [30][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainty and highlighted the transformative impact of AI on the business [5][20] - The company anticipates continued strong growth in video consumption across its platforms, particularly in the US [29] - Future revenue guidance for Q2 2025 is projected to be between $42.5 billion and $45.5 billion [43] Other Important Information - The company repurchased $13.4 billion of Class A common stock and paid $1.3 billion in dividends [21] - The company is facing regulatory challenges in the EU that could impact its business model and revenue [45] Q&A Session Summary Question: Can you discuss advancements in LAMA and Meta AI usage? - Management highlighted the importance of controlling LAMA's development for optimized infrastructure and use cases, with a focus on low latency and personalized experiences [51][54] - Meta AI is primarily used for information gathering and social interactions, with WhatsApp seeing the strongest engagement [57] Question: How will the standalone Meta AI app evolve? - The standalone app is expected to provide faster access and a more built-out feature set, particularly important in the US market [62] Question: What is the outlook for CapEx and infrastructure spending? - The increased CapEx reflects both data center investments and higher hardware costs due to global supply chain uncertainties [75] Question: How is the company addressing AI capacity constraints? - Management is working to alleviate capacity constraints by accelerating data center space online and increasing workload efficiency [86] Question: What is the company's strategy for WhatsApp for business adoption? - The company is testing business AIs with small businesses to enhance sales capabilities, aiming for broader adoption in higher labor cost markets [91]