US & Canada DAUs

Europe DAUs

Asia-Pacific DAUs

Rest of World DAUs

Daily Active Users

US & Canada MAUs

Europe MAUs

Asia-Pacific MAUs

Rest of World MAUs

Monthly Active Users

US & Canada

Europe

Asia-Pacific

Rest of World

Revenue By Geography

Revenue segments as reported by the company.

Advertising

Payments/Other

Revenue Segments

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

Gross Margin

Operating Margin

Profit Margin

Margins

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

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Today, we'll find out what Barclays, JPMorgan, and Goldman Sachs think of the infamous Meta's earnings release. I carefully go through the assumptions of their valuation models to figure out the closest-to-reality stock price target for the next 12 months.

Meta Should Slow Down Its METAbolism, Sell-Side Says

Why Meta Platforms Stock Dropped Hard This Week

The reasons for the decline boil down to lower spend from advertisers and an increasingly expensive commitment to the metaverse.

What Meta's Disappointing Earnings Mean For Tech Investors

Apple

Apple stock's recent change to its App Store policy poses a massive threat to Meta's business model.

Apple Stock Takes On Meta

Amazon

Alphabet

There was little in the way of bullish sentiment in the lead up to this year's tech earnings season. But now that most big-tech earnings calls are in, exactly how bad was it?

Big-tech damage report: How bad was it for Apple, Meta, Amazon, Alphabet and Microsoft?

It seemed to start with the name change. When Mark Zuckerberg's company was named Facebook, it was nipping at the heels of Big Tech juggernauts like Alphabet and Microsoft Corp. and flirting with a place in the exclusive trillion-dollar club occupied by those tech behemoths.

Facebook in freefall: 5 charts that show Meta's financial collapse

The social networking giant faces a grueling uphill battle.

Where Will Meta Platforms Be In 1 Year?

3 Red Flags for Meta Platforms' Future

Facebook's parent company is riling up Wall Street with excessive spending and its big metaverse bet.

Wall Street is fed up with Meta - but Zuck's full steam ahead with his massive metaverse bet.

Walled gardens have dominated digital advertising for some time. That may be changing.

Did Apple Just Stick a Pin in the Google-Facebook Duopoly?

Meta Platforms has rebranded the entire company around an idea that it's failing to achieve while spending $10s of billions to do so. The company's core platforms continue to perform incredibly well and have substantial cash flow generation potential.

Meta Platforms: It's Time To Let The Metaverse Go

Meta's share price tanked nearly 25% on Thursday, taking its market cap down to $263 billion. It is now the world's 27th most valuable company.

Meta got bumped off world's top 20 companies' list, thanks to Zuckerberg's relentless metaverse pursuit

The fine is the maximum allowed, for more than 800 violations of the state law.

Meta Fined $24.6M for Violating Washington Campaign Finance Disclosure Law

You would be hard-pressed to find a more contentious stock than Meta Platforms Inc. ( META , Financial) in the value investing world right now. Facebook's parent company used to be one of the most popular stocks in the world, riding the wave of its social media dominance and raking in cash from advertisers.

How Meta Became the Market's Biggest Value Trap

The stock market ended sharply mixed Thursday. The tech-heavy Nasdaq composite sold off, as Meta Platforms crumbled on weak earnings.

Tech Stocks Continue To Slide After Meta Meltdown; 3 Recent Breakouts Trigger Sell Signals

Shares of Meta plunged Thursday after the company reported dismal quarterly earnings late on Wednesday.

Mark Zuckerberg's Fortune Dropped $11 Billion Today–And Is Down $100 Billion Since Meta's Stock Peaked

Meta, the parent company of Facebook and more, has reported its Q3 earnings for 2022. Share prices fell below $100 since 2016.

Meta share price plummets after Q3 earnings call

A day after weighing in with its third quarter earnings report, Meta is flailing. The company formerly known as Facebook was in trouble Thursday after uninspiring numbers and an apparent lack of faith in Mark Zuckerberg's metaverse vision sent its shares plunging by 25%.

Meta is in trouble

The FAANG stocks consisting of Facebook parent Meta Platforms ( META , Financial), Amazon ( AMZN , Financial), Apple ( AAPL , Financial), Netflix ( NFLX , Financial) and Alphabet's ( GOOG , Financial)( GOOGL , Financial) Google were previously thought to be untouchable by the market mayhem. In 2022, however, these stocks have faced a series of detrimental headwinds, driven by a combination of macroeconomic factors and company issues.

Everything to Know About Meta and Google's Earnings Miss

Meta is going through a massive investment cycle as growth grinds to a halt.

Meta Is Betting Billions That AI Will Fix Its Advertising Business

Microsoft

EU antitrust regulators are looking to establish a 40-man team and hire a technology expert to enforce tough new rules aimed at reining in the powers of Big Tech, an EU official said on Thursday.

EU wants 40-man antitrust team to enforce new tech rules, official says

Despite announcement avatars would stop floating around, Zuckerberg's virtual reality gamble is not paying off

Meta shares dip is proof metaverse plan never really had legs

Meta Platforms' (META) third-quarter 2022 performance suffers from lower ad spending, challenging macroeconomic conditions, ad-targeting headwinds and stiff competition.

Meta Platforms' (META) Q3 Earnings Miss, Revenues Down Y/Y

Morgan Stanley downgraded Meta stock to equal-weight from overweight and slashed its price target to $105 from $205.

Meta loses its 'buy' rating from Morgan Stanley after blowing past spending forecasts and casting doubt on strong cash flow in 2023

Zuckerberg owns more than 350 million shares of Meta's stock, according to its latest proxy statement. Its shares have tumbled approximately 70% year to date.

News for Meta Stock (META)