Meta platforms on wedding Evening delivered a Monster Quarterly Beat on Everything from Sales and Earnings to Cash Flow and Engagement. Revenue in the fourth Quarter Rose Over 20% Year Over Year to $ 48.4 Billion, Outpacing the $ 47 Billion CONSENSUSUSUSUSUSUSUSUSUSUTE CompleD by LSEG. Earnings per share in the three months ended dec. 31 surged more than 50% to $ 8.02, crushing the lseg’s consensus estimate of $ 6.77. Shares of the Facebook and Instagram Parent Rose in after-Hours Trading Folling Fifth Straight Record High Close. In Fact, The Stock Bucked A Down Market and Extended Itning Streak to Eight Sessions in a Row. Meta 1y Mountain Meta Platforms 1 Year Meta Was Able to Keep Rolling Through the Market Turmoil This Week Created by News That Chinese Startup Deepsek was able Igence Model. In reiterating Friday’s Capital Expenditure Guidance, Meta Answered The Big Question We Had About Who Mark Zuckerberg Bold Revise that Figure Following MandepSeK revival. On the call, he said, “It’s probally too early to a strong opinion on what this (Deepsek News) means for the Trajectory Around Infrastructure and Capex and Things LIKE Pening here all at Once. ” Bottom line by about five minutes into zuckerberg’s prepared remarks, one thing was made perfectly clear: The fierce intensity he’s picked up in the octagon have to the boardroom. “This is going to be a really big year. The end of this year, “Zuckerberg said on the post-earnings conference call. “I keep telling our teams that is going to be intenses, we have about 48 weeks to get on the trajector I Assistant Reaches More than 1 billion people, and I expect meta ai to be that leading ai assistant. ” Meta Platforms Why We Our It: We Value Meta Platforms for Its Targeted Advertising Dominance. Deep User Engagement also Creates a flywheel Effect between users and content producers/marketplace sellers. The company’s scale provides the Financial Power and Employee Talent Needed to Ensure New Growth Avenues Such as Artificial Intelligence, The Metavens, and Virtual and Augmented Reality Projects. We like management’s intenses focus on cost controls. Competitors: Alphabet, Tiktok (Owned by China’s bytedance) and Snap Weight in Portfolio: 4.91% most Recent Buy: Sept. 6, 2022 Initiated: May 29, 2014 While Sales Guidance for the Current Fiscal 2025 First Quarter was Short Versus Expectations, The Street is Looking is looking past and beting that meta hasned iteding play Eneration of ai-defined Computing. Meta has a Knack of Making Monsstrous Investments With a Clear Line of Sight to Near-Term Returns with Sacrificing the Longer-term Opportunities of Widespread Ai Adoptation. That was the case in 2024 and appears zuckerberg’s goal this year, too. “While we are not providing a full-yar 2025 Revenue Outlook, We Expect the Investments We’re Making in Our Core Business This Year Will Give Us Us An option to control 2025. ” Focusing on the first Quarter Revenue Guidance would be to love for the trees and give the after-Hours price action, it appeares that investors are finally starting to understand this. We are increasing our price target to $ 750 per share $ 650. However, we’re reiterating our 2 rating as we look for a pullback before advising members to buy. It’s not in our nature to chase the kind of hot streak that meta’s stock has been on for the past two weeks. Commentary Talk about a blowout. Anytime a 20% increase in sales results in a 50% increase on the bottom line, you know management is laser-focused on efficiency and leaving no stone unturned to cut on. What exactly does that look like? Consider this. Two Years ago, Right Before What Will Forever Be Known As The “Year of Efficiency,” Meta Spent 10% of Revenue on General and Administer X and 26% on cost of revenue. Roughly a year laater, in the third Quarter of 2023, that Fell to 6%, 8%, 26%and 19%, Respectively. With this release, management said expenses have no Fallen to 2%, 7%, 25%, and 18%of Revenue, Respectively. All the while, daily active people on the company’s family of apps have increased sequentially in every quarter since the end of 2022. That is a management team you do not bet against. Family of apps, where we find results from Facebook, Instagram, WhatsApp, Messenger, And Threads, Delived Strong Fourth Quarter 2024 Sales and Profit, Benefiting from Beetter-Beetter-Beetter-End An-expected user base. Meta also generated more average revered per person than expected across its family of apps. On the other side of the house, Reality labs, which houses meta’s virtual and augmented reality headsets and its metaverse efforts, sales were in line with expectations. While The Unit’s Operating Loss Did Increase Slightly Year Over Year, It Came in Almost $ 1 Billion Billion Below Expectations. Cash flow was superb, with cfo susan li saying on the call, “We expect our strong financial position Repurchasses and dividends. ” DURING The Quarter, Provided Meta Platforms Paid Out $ 1.3 Billion in Dividends, however, did not repurchase any shares guidance a closer look at guidance, Meta Expects FIRSTS FIRSTS e of $ 39.5 to $ 41.8 billion, which at the $ 40.65 billion midpoint, is below the $ 41.7 billion the street was looking for, according to lseg. The team did not provide a full-yaar revenue estimate but did guide Total expenses to be in a range of $ 114 billion to $ 119 billion, with infrastructure-respected constitutions Iver of the year-over-year Increase Versus 2024. While appearing to be about the $ 110.5 billion the street was looking for, analysts have not yet adjusted their models for zuckerberg’s capital expertures forcast for the precedence. Regarding Capital Expenditures, The team reiterated the $ 60 billion to $ 65 billion full-year guide provided this past friday. We aren Bollywood that to estimates as the street have not yet updated estimates. That said, it should be noted that prior to the announsement, analysts were modeling capital expecteditures at about $ 52 billion. The Question Best and Fastest Nvidia Ai Chips, Whoen the Case in Recent Quarters, Or How Meta CAN Spend Less Nvidia and Puts Othma Parts Othma Usiness. The stocks of nvidia and fellow club chipmaker broadcom have been the biggest casualties of the emergence of Deepsek. The Year-Over-Year Capital Expenditures Growth will be driven primearily Y will be directed to the core business . (Jim Cramer’s Charitable Trust is Long Meta, NVDA, Avgo. See here for a full list of the stocks. e. Jim Waits 45 Minutes after Sending a Trade Alert Before Buying or Selling a Stock in his Charitable Trust’s Portfolio. If jim has talked about a stock on CNBC TV, He Waits 72 hours after is the trade alert alert before executing the trap. The Above Investing Club Information is Subject to our terms and conditions and privacy policy, together with our disclaimer. No fiduciary obligation or duty exists, or is created, by virtue of your receipt of any information provided in connection with the investment club. No specific outcome or profit is guaranteed.
Meta Ceo Mark Zuckerberg Makes a Keynote Speech during the Meta Connect Annual Event, At the Company’s Headquarters in Menlo Park, California, on Sept. 25, 2024.
Manuel Orbegozo | Reuters
Meta Platforms On Wednsday Evening delivered a Monsterly Beat on Everything from Sels and Earnings to Cash Flow and Engagement.
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