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META Q1 EPS Preview: Expectations & AI Initiatives
ZACKS· 2025-04-29 16:15
Company Overview - Meta Platforms is the world's largest social media platform operator, evolving from Facebook to a diverse operator through acquisitions like Instagram and WhatsApp [1] - Approximately 97% of Meta's revenues come from advertising, facing competition from companies like Alphabet, Amazon, and Snap [2] Earnings Preview - Meta is set to report earnings on April 30, with shares down about 8% year-to-date but up approximately 27% over the past year and 171% over the past five years [3] - The options market indicates a potential move of plus or minus 9.2% following the earnings report [4] Earnings Expectations - Zacks Consensus Analyst Estimates project earnings growth of roughly 10.83% for the current quarter, with flat growth expected for 2025 [5] - Current quarter earnings estimate is $5.22, with a high estimate of $5.85 and a low estimate of $4.81 [8] Earnings Surprise History - Meta has a strong history of exceeding Wall Street expectations, with positive surprises in nine consecutive quarters and an average surprise of 13.77% over the past four quarters [9] Valuation - The recent correction in Meta's shares has made the stock cheaper, trading at approximately 23 times earnings, near its lowest valuation in two years [11] AI Integration - Meta is leveraging AI across its platforms, enhancing user engagement and optimizing ads, with significant integration in WhatsApp and Messenger [14] - AI optimization has led to a 24% increase in time spent on Instagram, with 40% of content curated through AI [15] Conclusion - Despite recent challenges, Meta has established itself as a leader in social media, with a strong earnings track record and a forward-looking approach to AI integration, indicating a bullish outlook for the company [16]
Meta公司宣布,其Meta AI应用中的语音对话功能(包括全双工演示)已在美国、加拿大、澳大利亚和新西兰上线。
news flash· 2025-04-29 15:11
Core Viewpoint - Meta has launched the voice conversation feature, including full-duplex demonstration, in its Meta AI application across the United States, Canada, Australia, and New Zealand [1] Group 1 - The voice conversation feature is now available in multiple countries [1] - The feature includes a full-duplex demonstration, enhancing user interaction [1]
财报前瞻 | Meta难题不断,但华尔街仍期待一份 “优秀答卷”
贝塔投资智库· 2025-04-29 04:29
智通财经 APP 获悉, Meta (META.US) 将在周三美股盘后公布第一季度业绩,在关税不 确 定 性 和 法 律 纠 纷 的 背 景 下 , 分 析 师 仍 看 好 这 家 公 司 。 作 为 Facebook 、 Instagram 和 WhatsApp 的母公司,Meta 预计将公布每股收益 5.24 美元,营收 413.5 亿美元,分别同 比增长 11% 和 13%。 点击蓝字,关注我们 Meta将在周三美股盘后公布第一季度业绩。 内容来源于智通财经 法律和监管纠纷一直困扰着 Meta ,本周欧盟因违反《数字市场法》对这家科技巨头处以 2 亿欧元 (2.275 亿美元) 的罚款。Meta 表示,计划对罚款提出上诉。同样在本月,Meta 的 反垄断审判开始了。美国联邦贸易委员会 (FTC) 正寻求让该公司出售或分拆 Instagram 或 WhatsApp,该机构表示,Meta 通过收购 "创新的竞争对手",参与了 "非法收购或埋葬计 划,以维持其主导地位"。 贝塔投资智库 在业绩公布之前,该公司不仅 股价飙升至历史新高,而且营收预期也比上一季度高出 15% 以上,每股收益 (EPS) 预期也显 ...
用户自选内容推荐强度 能破“信息茧房”?
Nan Fang Du Shi Bao· 2025-04-29 04:20
Core Viewpoint - Recent updates in apps like Xiaohongshu and Weibo allow users to visualize and adjust their content preferences, addressing concerns about algorithm transparency and user control over recommendations [1][4]. Group 1: User Control Features - Xiaohongshu introduced a "content preference adjustment" feature that displays a pie chart of users' browsing preferences over the past week, allowing them to adjust recommendation intensity across categories such as fashion, food, and travel [2][3]. - Users can choose from three levels of recommendation intensity: "reduce recommendation," "default intensity," and "increase intensity," and can also delete or add content tags [2][3]. - Similar features have been implemented in Weibo and Bilibili, where users can manage their content preferences through a pie chart and adjust recommendation settings [2][3]. Group 2: Algorithm Governance and Concerns - There are growing concerns about algorithmic issues such as "killing familiarity" and "information cocooning," prompting users to call for more control over algorithmic recommendations [4]. - The implementation of the "Internet Information Service Algorithm Recommendation Management Regulations" in 2022 mandates that platforms provide options for users to opt-out of personalized recommendations and manage their user tags [4]. - In response to these concerns, major platforms have introduced options for users to toggle personalized recommendations, aligning with regulatory requirements [5]. Group 3: Regulatory Actions - A joint initiative by four ministries launched in November aims to address issues like "information cocooning" and algorithmic manipulation, with a focus on user rights and algorithm transparency [5]. - The initiative requires platforms to conduct self-assessments and report on their compliance with the regulations, which has led to various governance measures being announced by platforms like Douyin, Weibo, and Xiaohongshu [5].
Meta poised to deliver quarterly earnings beat driven by AI ad gains and tighter cost controls
Proactiveinvestors NA· 2025-04-28 17:12
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Ahead of Snap (SNAP) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-04-28 14:21
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights. That said, let's delve into the average estimates of some Snap metrics that Wall Street analysts commonly model and monitor. Wall Street analysts expect Snap (SNAP) to post quarterly earnings of $0.04 per share in its upcoming report, which indicates a year-over-year increase of 33. ...