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Meta to report quarterly earnings amid tariff uncertainty and AI investment
The Guardian· 2025-04-30 18:00
Meta is set to report its first quarter earnings on Wednesday after the bell, and investors will be looking for news on whether the company met its quarterly revenue goals of somewhere between $39.5bn and $41.8bn.Wall Street is projecting the company will post $41.36bn in revenue on $5.21 in earnings per share.While Meta has repeatedly beaten Wall Street expectations in the past few quarters, analysts were disappointed by the first quarter revenue outlook Meta chief executive Mark Zuckerberg shared at the e ...
Snap shares tumble as company withholds second quarter forecast
Proactiveinvestors NA· 2025-04-30 17:10
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
SNAP's Q1 Earnings Match Expectations, Revenues Increase Y/Y
ZACKS· 2025-04-30 16:15
Core Insights - Snap (SNAP) reported first-quarter 2025 earnings of 4 cents per share, matching the Zacks Consensus Estimate, and reflecting a 33.33% increase from the previous year [1] - Revenues rose 14.1% year over year to $1.36 billion, surpassing the Zacks Consensus Estimate by 1.15% [1] Revenue Breakdown - North America contributed 61% of total revenues, with an 11.9% year-over-year increase to $831.7 million [2] - European revenues, accounting for 16.4% of total revenues, increased by 14.4% to $224.02 million [2] - Revenues from the Rest of the World (ROW) reached $307.5 million, up 20.2% year over year [2] User Engagement - Snap's global daily active users (DAU) reached 460 million, marking a 9% year-over-year increase [4] - North America's DAU was 99 million, down 1% year over year, while Europe's DAU also stood at 99 million, up 3.1% [5] - ROW's DAU increased significantly by 15.9% to 262 million [5] - The total monthly active users surpassed 900 million in the first quarter [5] Advertising Performance - The number of advertisers with strong signal setups increased by 29% for large advertisers and 48% for mid-sized advertisers [6] - Over 60% of all direct response (DR) ad revenues have completed Conversions API (CAPI) integrations [6] Operating Expenses - Adjusted cost of revenues rose 11.7% year over year to $636.6 million [7] - Adjusted operating expenses were $618.2 million, up 6.7% year over year, with sales and marketing expenses decreasing by 1.3% to $195.8 million [7] - General and administrative expenses increased by 8.2% to $190 million, while research and development expenses rose 13.2% to $232.4 million [7] Financial Metrics - Adjusted EBITDA was $108.4 million, reflecting a 137.5% increase from the previous year [8] - As of March 31, 2025, cash and cash equivalents and marketable securities totaled $3.2 billion, down from $3.37 billion at the end of 2024 [9] - Operating cash flow was $152 million compared to $88 million in the prior year, and free cash flow was $114 million, up from $38 million [9] Guidance - For the second quarter of 2025, Snap expects infrastructure costs per DAU to be between 82 cents and 87 cents [11] - Adjusted operating expenses are projected to be between $2.65 billion and $2.7 billion [11]
Weak Results, Bear Notes Weigh Heavy on 2 Stocks
Schaeffers Investment Research· 2025-04-30 13:28
Earnings are dominating the spotlight today, but two names are standing out from the pack. Starbucks Corp (NASDAQ:SBUX) and Snap Inc (NYSE:SNAP) are moving sharply lower after their respective quarterly reports failed to impress investors.Starbucks Stock Slides on Earnings MissStarbucks stock is 10.1% lower before the bell, after the coffee chain missed analysts' expectations for its fiscal second-quarter report. Revenue came in at $8.7 billion, falling short of estimates , while U.S. same-store sales decli ...
Weak Results, Analyst Downgrades Slam 2 Stocks
Schaeffers Investment Research· 2025-04-30 13:28
Earnings are dominating the spotlight today, but two names are standing out from the pack. Starbucks Corp (NASDAQ:SBUX) and Snap Inc (NYSE:SNAP) are moving sharply lower after their respective quarterly reports failed to impress investors.Starbucks Stock Slides on Earnings MissStarbucks stock is 10.1% lower before the bell, after the coffee chain missed analysts' expectations for its fiscal second-quarter report. Revenue came in at $8.7 billion, falling short of estimates , while U.S. same-store sales decli ...
Meta推出独立AI应用,指向AI社交方向
Founder Park· 2025-04-30 09:50
Meta 要做 AI 社交应用。 在今天的 LlamaCon 开发者大会上,Meta 正式发布了其智能助手 Meta AI。与此前嵌入在 Instagram、Facebook 等应用中 AI 功能不同,这次是一个独 立的 APP。 早在今年 1 月,马克·扎克伯格即放出话来,「2025 年将是高度智能和个性化的 AI 助手覆盖超过 10 亿人的一年,我预计 Meta AI 将成为领先的 AI 助 手。」除了对标的 ChatGPT 之外,谷歌和 xAI 也已经分别发布了 Gemini 和 Grok 的独立应用。 Meta 的优势和差异在哪? Meta 基于强大的「社交应用帝国」 的基因,在这次推出的 Meta AI 应用中引入了社交元素,通过集成 Discover feed 功能,用户可以浏览朋友们与 Meta AI 互动生成的内容流。 Meta 产品副总裁 Connor Hayes 表示,此举能够向用户直观地展示 AI 的实际应用价值。 进群后,你有机会得到: 最新、最值得关注的 AI 新品资讯; 不定期赠送热门新品的邀请码、会员码; Meta 是首个将社交功能引入 AI 助手应用的科技公司,但 Meta 不 ...
Pinterest: Underappreciated Media Bet (Rating Upgrade)
Seeking Alpha· 2025-04-30 09:19
Core Insights - Pinterest (NYSE: PINS) presents an attractive growth narrative for investors, with projected revenue of $3.65 billion in 2024, reflecting a 19% year-over-year increase, and a rise in monthly active users (MAUs) by 11% to 553 million [1] Revenue and User Growth - In 2024, Pinterest is expected to achieve $3.65 billion in revenue, marking a 19% increase compared to the previous year [1] - The company’s MAUs increased by 11%, reaching 553 million [1] - Analyst consensus from Refinitiv anticipates continued MAU growth of over 10% in 2025, alongside revenue growth [1]
快手:“五一”假期将至,敬请警惕冒充客服诈骗
转自:北京日报客户端 近期,快手平台接到多名用户反馈,称有不法分子通过冒充快手官方客服、冒充主播助理客服、冒充警 察进行诈骗。五一假期将至,冒充类诈骗风险持续升高,快手安全中心提醒广大用户,需要警惕如下几 类仿冒诈骗行为,提高反诈防骗意识,谨防上当受骗。 近期,快手平台接到用户举报,称有不法账号通过私信、群聊、语音通话渠道主动联系受害用户,自称 是主播的"小助理"、"团队客服",以提供课程服务、加入主播粉丝圈、幸运观众中奖免单为由吸引受害 用户关注,并添加第三方平台联系方式。后续以课程资料付费、进圈子收会员费为由,引导用户进行屏 幕共享、主动转账,不断诱导用户多次充值付费,最终骗取受害用户钱财。 冒充警察诈骗 套路一:先追星后冒充警察诈骗 典型案例 冒充快手官方客服诈骗 部分用户反馈称,在浏览快手App时接到自称是"快手官方客服"的陌生电话,对方告知用户开通了每月 自动扣费的直播会员服务,如不取消会自动扣费数百元,并以此为由让用户下载办公App进行屏幕共享 等操作。 快手平台在此声明:快手官方客服绝不会通过电话或短信等渠道,以账号违规、商品退款、关闭续费功 能为由,要求用户提供密码、验证码或者下载其他软件进行 ...
速递|Meta AI独立应用上线挑战ChatGPT,个性化推荐是便利,还是数据收割新工具?
Z Potentials· 2025-04-30 04:25
在将 Meta AI 整合进 WhatsApp 、 Instagram 、 Facebook 和 Messenger 后, Meta 正在推出一款独立 的 AI 应用。这款应用在 4 月 29 日的 Meta LlamaCon 活动上亮相,允许用户通过一个应用访问 Meta AI ,类似于 ChatGPT 应用和其他 AI 助手应用。 为了赢得用户, Meta 试图利用其与 OpenAI 和 Anthropic 等公司的不同之处——基于你可能在 Facebook 或 Instagram 上分享多年的数据, Meta 已经了解你是谁、你喜欢什么以及你与谁交往。 Meta 的 AI 应用之所以能区别于现有的 AI 助手,是因为它可以"利用你已选择在 Meta 产品上分享的 信息", 公司表示,比如你的个人资料和你互动的内容。目前,这些个性化回复将在美国和加拿大提 供。 图片来源: Meta 你还可以向 Meta 提供更多关于你的信息,以便在未来的 AI 对话中记住——例如,你可以告诉 AI 你 乳糖不耐受,它可能会在推荐你下次度假时参加葡萄酒和奶酪品尝会之前记住这一点。 如同任何 AI 产品一样,用户应当了解 M ...
元宝豆包踏进同一条河流,kimi怎么就“学”起了知乎?
3 6 Ke· 2025-04-30 02:34
AI产品一季度的烧钱大战已经告一段落,纯粹的模型能力竞赛似乎正进入平缓期,大模型之间数据质量的差距在迅速缩小,开源模型的技术壁垒难以形 成,导致AI应用至今走不出一个超头部。 大厂们逐渐走向2条路。 呼吁"AI行业要避免掉入'超级应用陷阱',不是只有10亿日活的应用才叫成功"的李彦宏,仍然坚信AI应用会在B端率先爆发,并加速深耕B端场景。 而上个月接受采访的OpenAI的奥特曼在,却直言"五年后更值钱的是拥有10亿日活的互联网产品,而不是最先进的模型"。坐实了其在X上公开回应"OpenAI 可能会做一个社交应用"的可能性。 无独有偶,隔着个太平洋,近期Kimi、元宝也相继曝光了自家的社交产品。瞄准社交网络和社区,成为AI新贵的共同选择。 AI大厂们做了些什么? —— 一个"新"社区? 中文互联网诞生过非常多产品形态,其中最古早也最"长命"的元老级产品,"社区"算其中之一。 从早期真正算得上走进大众视野的,是清华大学创建的校园BBS"水木清华"——这里曾汇聚了一批代表着中国高校的高知分子,还走出过初代网红"芙蓉姐 姐"。 图源:网络 当时的"社区",更多被称为网络论坛,即后来的猫扑、天涯、虎扑……然后是豆瓣、知 ...