Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% to $26.77B, says “scrutiny on youth-related issues” and trials may “result in a material loss”
Meta
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Discussion
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@munster_gene
Gene Munster
on x
$META grew revenue up 33% vs. 31%. For the June quarter, they effectively guided to $61B in revenue, up 28% vs. the just reported 33%. My take: Still impressive growth off of hard comps.
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@munster_gene
Gene Munster
on x
Zuckerberg says AI will amp the ability for people to do what they want. Trying to smooth over the fact that Meta has been the most aggressive company at replacing humans with AI. My math is they've cut about 15% of headcount over the past year because of AI efficiency.
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@drewcohenmoney
Drew Cohen
on x
$Meta posted 33% revenue growth It easy to become blasé at that figure, but remember... that is more than twice the 16% growth they put up in 1Q25, despite a larger revenue base. [image]
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@munster_gene
Gene Munster
on x
$META CFO Susan Li says headcount reductions that they announced last week will help offset increased spending in AI infrastructure. My take: Latest data point that AI is having an impact on employment.
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@munster_gene
Gene Munster
on x
$META says its new Muse Spark model is improving user sessions by a “double digit” percentage. My take: AI is going to make it even more difficult for humanity to put down their screens.
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@stockmarketnerd
@stockmarketnerd
on x
33% Y/Y growth for $META is so impressive. No large compute renting operation helping growth. Massive scale. Sharp acceleration beyond help from easier comps. Impressive.