Meta (Facebook, Instagram, WhatsApp, Oculus) META earnings report

2024. 2. 4. 07:05U.S. Economic Stock Market Outlook

반응형

Meta (Facebook, Instagram, WhatsApp, Oculus) META earnings report //

The stock price has been adjusted after changing its name to Meta, and now it is going through the roof again.

The stock price is showing a huge surge after Zuckerberg said he would pay dividends from now on. It is predicted that Zuckerberg will be able to receive at least 800 billion dividends every year if he starts receiving dividends from now on.

the fourth quarter of '23
EPS of $5.33 (estimated earnings of $4.96) above
Revenue beat $40.11B (expected $39.02B)

Year-on-year comparison
- +25% increase in total sales
- Operating profit increased by +156%
- Operating margin 41%

At one time, everyone was worried about the advertising market, but rather, all regions are making more sales than they have been since the COVID-19 period. I was suspicious that everyone might be leaving Facebook, and I was afraid that it might be ruined by various lawsuits, but it turned out that I was worried about useless things.

Compared to the +50% sales growth of Reality Lab, the increase in operating loss by +10% seems to have been quite good

Operating expenses to sales have remained at their lowest level in the last nine quarters following the previous quarter

DAUs for all services such as Facebook and Instagram are also steadily increasing

Facebook's regional DAU grew the most in the Asia-Pacific region at +7%

반응형