Meta Platforms WKN: A1JWVX ISIN: US30303M1027 Forum: Aktien Thema: Hauptdiskussion

Investing com zb

Morgen europa noch dazu🤣👍

712

Wo seht ihr das

Gleich 40

Jop

+30

700 doller gefallen

+25

+ 20 nachbörslich🎁🤭

Off Topic: Microsoft implementiert jetzt deep seek auf seiner Plattform... Also wenn die ganzen ki-plattformen jetzt extrem viel günstiger werden , könnte ich mich schon vorstellen dass NVidia Probleme mit überhang im Inventar bekommt..

Aktuelle Zahlen sind sehr sehr gut. Negativ ist der Q1 Outlook, höheren Ausgaben und angesprochen Regul Risiken.

Zu gut für ein großen Rücksetzer oder

$META Q4 FY24 Earnings Highlights: 🔹 EPS: $8.02 (Est. $6.78) 🟢; UP +50% YoY 🔹 Revenue: $48.39B (Est. $46.98B) 🟢; UP +21% YoY 🔸 Sees Q1'25 Revenue: $39.5B-$41.8B (Est. $41.67B) 🟡 🔹 Family Daily Active People: 3.35B; UP +5% YoY Full Year FY25 Outlook: 🔹 Capital Expenditures: $60B-$65B (Est. $52.41B) 🔹 Total Expenses: $114B-$119B (Est. $108.01B) 🔹 Revenue Growth Opportunity: Strong expected throughout 2025 Segment Revenue: 🔹 Advertising Revenue: $46.78B (Est. $45.65B) 🟢; UP +21% YoY 🔹 Reality Labs Revenue: $1.08B (Est. $1.11B) 🔴 🔹 Family of Apps Revenue: $47.30B (Est. $46.08B) 🟢 Profitability & Margins: 🔹 Operating Income: $23.37B (Est. $20.09B) 🟢; UP +43% YoY 🔹 Operating Margin: 48% (Prev. 41%) 🟢 🔹 Net Income: $20.84B (Est. $17.46B) 🟢; UP +49% YoY 🔹 Free Cash Flow: $13.15B (Est. $10.29B) 🟢 Reality Labs Performance: 🔹 Operating Loss: $4.97B (Est. Loss $5.1B) 🟢 Family of Apps Performance: 🔹 Operating Income: $28.33B (Est. $25.3B) 🟢 Key Business Metrics: 🔹 Ad Impressions: UP +6% YoY 🔹 Average Price per Ad: UP +14% YoY 🔹 Cash & Marketable Securities: $77.81B 🔹 Long-Term Debt: $28.83B 🔹 Headcount: 74,067; UP +10% YoY Key Business Highlights: 🔸 Foreign currency expected to be a ~3% revenue headwind in Q1 FY25. 🔸 Regulatory landscape in the EU & U.S. could impact business operations. 🔸 Infrastructure & AI investment will drive increased CAPEX and expenses. 🔸 Strong revenue growth expected throughout 2025, driven by core business investments. CEO Mark Zuckerberg's Commentary: 🔸 "We had a great Q4 with record revenue and strong engagement. We remain focused on AI and infrastructure investments to sustain long-term growth." CFO Susan Li's Commentary: 🔸 "We continue to see momentum in advertising, but regulatory and macroeconomic factors could create challenges in 2025. Our CAPEX investment is focused on AI advancements and data center expansion."

"We continue to see momentum in advertising, but regulatory and macroeconomic factors could create challenges in 2025. Our CAPEX investment is focused on AI advancements and data center expansion." Von Susan Li