Meta Platforms (FB) 02 (Jun 22 - Dec 26)

[winston]

vested

Meta poised to surpass Google in digital ad revenue for first time, report says

By Jaspreet Singh

Global net ad revenues are expected to reach $243.46 billion in 2026, ahead of Google's projected $239.54 billion.

The ⁠driving force behind the change is Meta's accelerated ​growth rate, which is forecast to increase to 24.1% this year from 22.1% in 2025. Google's growth rate is expected to remain steady at 11.9% this ⁠year.

Intensified competition in the ad market after launching ads on WhatsApp and Threads, creating direct rivalry with platforms like Elon Musk's X.

Google, Meta and Amazon ⁠are projected to account for 62.3% of 2026 digital ad spending globally.

Source: The Star

https://www.thestar.com.my/tech/tech-ne ... eport-says

[behappyalways]

Meta Builds Photorealistic AI Version Of Mark Zuckerberg To Interact With Employees
https://www.zerohedge.com/political/met ... -employees

[winston]

by behappyalways:-

Meta's AI-driven spending spree is reportedly costly! Rumors circulated in May of 8,000 layoffs, with further layoffs expected in the second half of the year. Meta's Metaverse strategy fails, forcing organizational restructuring due to high-cost AI transformation.

Meta拚AI燒錢!5月傳裁員8千人 下半年還要裁 Meta元宇宙失利! 高成本AI轉型迫使組織重組｜非凡財經新聞｜20260418

https://m.youtube.com/watch?v=DlV08-U3Pb0

[winston]

not vested

Meta's Muse Spark Model: Big Improvements Reinvigorate Investors

by Leo Miller


Key Points

Many investors saw Meta as having fallen behind in the AI race, but that perception looks to be changing.

The company's latest Muse Spark model shows huge improvements over its Llama releases.

After Meta invested over $14 billion to attract a top AI founder Alexandr Wang, the company moving in the right direction.

Source: Market Beat

[behappyalways]

Scramble For AI Compute: Meta Inks Multibillion-Dollar Deal With Amazon For CPU Chips
https://www.zerohedge.com/technology/sc ... -cpu-chips

[winston]

not vested

<Results> Meta Platforms, Inc. (META.US) 1Q Net Profit Up 61% YoY; Daily Active Users Miss, FY Capex Raised; Shares Fall Over 5% After Hours

Meta Platforms, Inc. (META.US) reported that net profit for 1Q increased 61% YoY to USD26.77 billion, with EPS of USD10.44.

However, daily active users reached 3.56 billion, up 4% YoY, missing market expectations of 3.62 billion. The stock fell more than 5% in after-hours trading.

Revenue rose 33% YoY to USD56.31 billion, above the expected USD55.45 billion. The company expects 2Q revenue to range between USD58 billion and USD61 billion.

Capital expenditure for the quarter amounted to USD19.84 billion, below market expectations of USD27.57 billion.

Nevertheless, Meta said full-year capital expenditure will range between USD125 billion and USD145 billion, higher than its previous forecast of USD115 billion to USD135 billion.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall?

by Leo Miller

Key Points

Meta Q1 2026 earnings saw the company post its highest growth in over four years and came with a large earnings per share beat.

However, increased capital expenditure guidance overshadowed these strong results.

While Muse Spark gets Meta back into the AI model conversation, the company has yet to flesh out monetization specifics.

Source: Market Beat

[winston]

<Research> CMBI: Meta Platforms, Inc. (META.US) AI Accelerates Ad Revenue Growth, Maintains Buy

CMBI issued a research report noting that Meta Platforms, Inc. (META.US) recorded total revenue of USD55 billion in 1Q26, up 33% YoY and largely in line with market expectations.

Operating profit rose 30% YoY to USD22.9 billion, exceeding market expectations by 18%, mainly driven by strong operating leverage.

Management guided that total revenue for 2Q26 will increase 22% to 28% YoY to between USD58 billion and USD61 billion, broadly in line with market expectations of USD59.6 billion.

The broker noted that Meta Platforms, Inc. raised its FY2026 capital expenditure guidance from the previous USD115 billion-USD135 billion to USD125 billion-USD145 billion, representing YoY growth of 73% to 101%, primarily due to rising core component costs and increased investment in data centers.

The report indicated that the move has triggered concerns among some investors regarding return on investment and potential earnings pressure.

CMBI raised its FY2026FY2028 total revenue forecasts by 3% to 6%, mainly driven by rapid AI-powered advertising revenue growth.

The broker is optimistic about Meta Platforms, Inc.'s talent pool and computing power reserves, which support its vision of achieving personal superintelligence.

It believes AI investment will continue to drive growth in its core businesses, and therefore maintains a Buy rating with a TP of USD880, implying 29x FY2026 forecast PE.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

Meta Buys Robot Brain Startup As Zuck Wants Humanoids In Homes
https://www.zerohedge.com/technology/me ... oids-homes

[behappyalways]

Meta Raising $13 Billion SPV For Texas Data Center As Its CDS Hits Record
https://www.zerohedge.com/markets/meta- ... its-record