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Europe

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Revenue By Geography

Revenue segments as reported by the company.

Advertising

Payments/Other

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

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Year over year growth in Revenue and Operating Expenses.

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OpEx Y/Y

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2024

Meta reports $32.2B revenue in Q4 2022, focuses on efficiency and metaverse growth

Meta's Q4 2022 performance showed strong revenue but challenges in ad revenue and regulatory compliance.
Emphasis on efficiency, AI, and the metaverse highlights strategic strengths and growth opportunities.
Efforts to mitigate challenges from ATT changes and regulatory issues are underway.
Transition to focusing on top-line growth while enhancing efficiency signals a strategic shift.

Meta reports steady Q1 earnings amidst macro challenges and opportunities

Meta Platforms delivered stable financial performance with revenue growth and strong operating income.
Challenges persist from a volatile macro environment and regulatory uncertainties.
Opportunities lie in expanding messaging ads, improving efficiency, and navigating currency tailwinds.
Strategic focus on operational improvements and long-term financial discipline remains key.

Meta (META) reports robust Q2 earnings, eyes AI and Metaverse

Meta's Q2 performance reflects strong financial results driven by ad performance and operational efficiencies, with a strategic focus on AI and Metaverse development.
Despite challenges in the Reality Labs segment, the company's emphasis on long-term investments and product innovation positions it well for future growth.
Opportunities in AI investments, developer engagement, and revenue growth present avenues for Meta to capitalize on its strengths and navigate challenges effectively.

Meta reports robust Q3 earnings amidst geopolitical challenges and AI innovations

Meta's Q3 2023 performance reflects strong revenue growth driven by ad revenue in the Family of Apps segment, despite challenges in the Reality Labs segment and geopolitical uncertainties.
The company's strengths lie in AI innovation, product development, and user engagement strategies, while challenges include operational losses, geopolitical risks, and regulatory changes.
Opportunities for Meta include technological investments, upcoming product launches, and advancements in AI capabilities, positioning the company for continued growth and market leadership.
Overall, Meta's focus on efficiency, innovation, and market responsiveness underscores its commitment to delivering value to users and investors amidst a dynamic business landscape.

Meta reports robust Q4 earnings, focuses on AI innovation

Meta's Q4 2023 performance reflects strong revenue growth and profitability, driven by its ad business and AI advancements, with a focus on efficiency and stability for the future.
While facing challenges in managing expenses and maintaining profitability, Meta is strategically planning for long-term success by minimizing headcount additions and investing in key areas.
The company's opportunities lie in enhancing e-commerce advertising, introducing dividends, and expanding messaging monetization strategies, aligning with its vision for future technology products.

Meta reports robust Q1 earnings, eyes AI innovation for growth

Meta's Q1 performance reflects strong revenue growth and a focus on AI advancements, despite challenges from regulatory issues and TikTok events.
The company's strengths lie in its positioning as a leading AI company, strategic innovation in Reality Labs, and partnerships for growth opportunities.
While facing challenges in regulatory risks and monetizing AI services, Meta sees opportunities in evolving AI capabilities and expanding monetization avenues.

Meta reports strong Q2 earnings, eyes growth through AI and metaverse

Meta delivered a robust performance in Q2, showcasing strong revenue growth and a focus on innovation through AI and metaverse initiatives.
While facing challenges like foreign currency headwinds and evolving consumer expectations, Meta's strengths in AI technology and metaverse products position it well for future growth.
Opportunities lie in personalized experiences, industry collaborations, and market expansion, indicating a promising outlook for Meta's continued success.

Meta reports robust Q3 earnings, eyes AI growth opportunities

Meta's Q3 2024 earnings call highlighted strong financial performance, product momentum, and growth prospects.
While facing challenges in the Reality Labs segment and high expenses, Meta is focused on innovation and monetization strategies.
Opportunities lie in AI applicability, infrastructure investments, and optimizing revenue streams for sustained growth.
Overall, Meta's strategic focus on product development and user experience positions it for continued success and expansion.

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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

JD.com

Lovesac Company

Palo Alto Networks

The Nasdaq lost 33% of its value in 2022, representing its worst single-year return since the financial crisis. Bear market swoons are, historically, an ideal time for long-term investors to put their money to work.

Nasdaq Bear Market: 5 Phenomenal Growth Stocks You'll Regret Not Buying on the Dip

Wall Street says it's unlikely Meta will make a major acquisition anytime soon. But it is likely Meta will use its cash to make investors happy.

Meta can't make any big acquisitions right now, as its $40 billion war chest starts going towards appeasing Wall Street investors

Meta Verified has been expanded to the United States.

Meta Expands ID Verification Subscription Service to US

Facebook and Instagram users in the United States will soon be able to pay to get a coveted blue check on their account.

Meta rolls out paid verification option for Facebook and Instagram users in US

The CEO made the comments about Meta's remote-work policy during an all-hands meeting — his first since announcing another more lay offs this week.

Mark Zuckerberg says Meta is aiming to update workers on the company's remote-work policy this summer, but he's not going to eliminate it completely

The program is expanding to the US after launching in Australia and New Zealand last month.

Meta Rolls Out Paid Verification for Facebook, Instagram in US

The “Meta Verified” subscription service, noted by a blue check mark, also offers direct access to customer support.

Facebook, Instagram Users in U.S. Can Pay for Verified Service

Meta Platforms Inc on Friday launched its subscription service in the U.S., which would allow Facebook and Instagram users pay for verification in the same vein as Elon Musk-owned Twitter.

Meta launches subscription service in US

Meta CEO Mark Zuckerberg announced today that the company is rolling out Meta Verified on Instagram and Facebook in the U.S. The subscription service, which first launched in Australia and New Zealand, allow users to add the coveted blue check mark to their Instagram and Facebook accounts for a monthly fee. Meta Verified costs $11.

Meta launches paid verification on Instagram and Facebook in the US

Meta Platforms is the largest social media company in the world with the potential to increase its user base by expanding into new segment of virtual and augmented reality. The company's core digital advertising business has demonstrated stellar financial performance with huge margins, which enabled the company to invest heavily in developing new products and features.

Meta Platforms: Still Undervalued

Meta Platforms Inc. (NASDAQ: META), the parent of Facebook, has been widely criticized for laying off 20,000 people.

Meta's Shares Surge 70%

Apple

Amazon

Alphabet

Microsoft

Tech giants will likely challenge a new European Union law aimed at reining in their power with the first cases in a potential wave of litigation expected by year-end, one of the EU's top judges said on Friday.

Top EU judge expects a wave of litigation from tech giants against new tech law

Meta's recent actions have given rise to speculation that the company is moving away from the metaverse. To validate this claim, it is important to understand the dynamics behind the metaverse and generative AI.

Meta Stock: How Does Shift From Metaverse To Generative AI Impact Business Outlook?

One area of the market that has performed well YTD, and held up over the last month is Tech

3 Big Tech Stocks are Holding Up the Entire Market

Dick's Sporting Goods

Investors who target stocks displaying relative strength often find themselves in favorable trends, no matter the direction of the general market.

3 Stocks Stealing the Show in March

Meta Platforms Inc (NASDAQ:FB) chief executive Mark Zuckerberg has doubled down on the Facebook owner's AI efforts as it seeks to prove it can compete in the Big Tech AI arms race. “Our single largest investment is in advancing AI and building it into every one of our products,” Zuckerberg said in a letter to staff on Tuesday following the company's announcement of another round of layoffs, a pivot from Meta's previous focus on the Metaverse.

Meta's largest investment is ‘advancing AI': will it be enough to compete?

NVIDIA

It's not all bad out there. While bank failures and ongoing market volatility generate headlines, there are several stocks that have staged huge rallies to start the year.

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A potential ban on TikTok is again in the news. This is in addition to a new legislative bill introduced.

Meta Platforms: What A TikTok Ban Could Mean

I discuss my take on Zuckerberg's update. I think there's more to read into than the headline headcount cuts. Headcount cuts unlikely to lead to revised margin surprise.

Meta Platforms: Due For A Time Correction?

Austria's data protection authority has found that use of Meta's tracking technologies violated EU data protection law as personal data was transferred to the US where the information was at risk from US government surveillance.

Use of Meta tracking tools found to breach EU rules on data transfers

Snap

The White House is demanding ByteDance sell the U.S. arm of TikTok or face a potential ban, according to a report from The Wall Street Journal.

Meta and Snap Stocks Jump as Prospect of Ban on Key Rival TikTok Spreads

Rise in the sector coincides with decline in government bond yields and hopes for a Fed pivot.

Tech Stocks Appear to Be a Haven From the Banking Crisis, for Now

A Dutch court hearing a class action lawsuit on Wednesday found that a European subsidiary of Meta (META.O), Facebook Ireland, improperly used personal data of Dutch citizens between 2010 and 2020, saying the company had "violated the law".

Dutch court finds Facebook misused data in class action suit

Meta Platforms continues to be our favorite stock in the FANG group; the stock is up 99% since our November note. We expect Meta to rebound meaningfully after the harsh pullback in 2022 as the company focuses on cost cuts and restructuring.

Meta Platforms: Bracing For A Year Of Efficiency

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Big Tech has made itself at home in the Washington, D.C., area, despite a long-running attempt by the federal government to rein in the industry.

News for Meta Stock (META)