Meta Platforms (META -0.52%) has diversified its business over the years. No longer is it just a social media company; it's expanded into artificial intelligence (AI) and of course, the metaverse, and it even changed its name to highlight its focus on that latter opportunity.While Meta Platforms has piled a lot of resources into the metaverse and its Reality Labs division, the payoff simply hasn't been there, and it's questionable whether it ever will be. Recently, the Reality Labs division hit a milestone, ...

Here's why you may want to think twice about owning the social media stock. Meta's growth rate could continue to slow One big tech stock that analysts routinely talk about how cheap it looks is Meta Platforms (META 0.52%). But I think they could be completely wrong about that. While there's no doubt Meta's business is massive, profitable, and growing, there are considerable headwinds that investors shouldn't overlook. And although things look rosy right now, I think there may be trouble ahead for Meta, whic ...

Meta Platforms (META) reported first-quarter 2025 earnings of $6.43 per share, beating the Zacks Consensus Estimate by 23.18%. The figure surged 36.5% year over year.Revenues of $42.31 billion beat the Zacks Consensus Estimate by 2.61% and increased 16.1% year over year. At constant currency (cc), revenues soared 19% year over year.META’s Top-Line Growth Rides on Strong User BaseRevenues from Family of Apps (99% of total revenues), which includes Facebook, Instagram, Messenger, WhatsApp and other services, ...

Meta Platforms(META.O)表示，第一季度销售额达到420亿美元，并表示未来几个月将保持稳定增长， 这打消了人们对特朗普的关税会损害其全球数字广告业务的担忧。这家社交媒体巨头表示，其第一季度 营收增长了16%，超出了分析师的预期。Meta此前预计，该公司当前季度的营收将同比增长8%至 16%，推动其股价在盘后交易中上涨逾6%。此外，该公司第一季度净利润为166亿美元。Meta还表示将 其全年支出预期下调了10亿美元。然而，Meta的元宇宙业务部门Reality Labs部门录得42亿美元的运营 亏损，而销售额为4.12亿美元。自2020年底以来，Reality Labs累计亏损超过600亿美元。 Meta营收靓丽打消广告业务担忧，盘后涨超6% ...

Meta Earnings Presentation Q1 2025 investor.atmeta.com Advertising Revenue by User Geography In Millions $12,710 $14,131 $14,956 $17,784 $15,451 $16,593 $17,389 $20,982 $18,259 $6,269 $7,268 $7,721 $9,159 $8,327 $9,135 $9,358 $11,154 $9,527 $5,893 $6,435 $6,829 $7,316 $7,338 $7,721 $8,050 $9,012 $8,224 $3,229 $3,664 $4,137 $4,447 $4,519 $4,880 $5,088 $5,635 $5,382 Q1'23 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Rest of World Asia-Pacific Europe US & Canada $28,101 $31,498 $41,392 $33,643 $38,706 $35,6 ...

作 者 | Apollonian Research 编译 | 华尔街大事件 市场从未真正喜欢过Meta(NASDAQ:META)的 Reality Labs 或扎克伯格对元宇宙的愿景，但其核心业务 Family of Apps 是一台如此赚钱的机器，以至于许多投资者能够忽略业务其他部分的现金消耗。 本文提 出了一个反向观点，即 Reality Labs 不是害群之马，而是让 Meta 成为目前 Mag7 中最具吸引力的公司。 再加上已经很具吸引力的估值，Meta 显然值得买入。 从印刷机和蒸汽机到互联网和智能手机，突破性技术可以带来大量利润。目前，一些可预测的新兴技术将 为公司带来可观的收入。其中之一是人工智能，另一个是自动驾驶，这使特斯拉的股价与其核心汽车业务 脱节。Meta 的独特之处在于，它对另一项新兴技术的投资并没有使股价溢价，而是折价。 2021 年 10 月 28 日，Facebook 更名为 META，2022 年 Reality Labs 部门的运营亏损开始增加，投资者 集体失去了理智，股价跌至 100 美元左右。在意识到 META 尽管转向了 Metaverse，但仍拥有惊人的现 金流后，他 ...