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Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.

Meta

Discussion

  • @zulfy Mohamed Zul Fakhar on bluesky
    Reality Labs will lose money for the next 5 years or so... Quest needs to be a mainstream product that they could recoup from the volume of sales.  But it does not seem to happen despite being a holiday favorite for Christmas.  Something is definitely off...  [embedded post]
  • @hilli.tech Wesley Hilliard on bluesky
    Meta's Reality Labs has lost $60 billion since 2020.  —  Makes you wonder where Apple Vision Pro is one year later.  Somehow I doubt Apple is in the hole $60 billion for it, and I'm willing to bet they're not net losing money year over year.  —  Where will Apple's be in 5 years? …
  • @davelee.me Dave Lee on bluesky
    Meta Reality Labs revenue (metaverse) has barely moved on the year-ago quarter — $1.08bn vs $1.07bn in Q4'23.  Meanwhile, losses grew — $4.97bn vs $4.65bn in Q4'23.
  • @pennycheck @pennycheck on x
    Zuck was talking about DeepSeek in early jan on rogan.  The information reported over the weekend Meta and four separate emergency teams working on the implications of DeepSeek.  Now he says “it's too early to have a strong opinion” on DS affect of CapEx.  Read between the lines …
  • @firstadopter Tae Kim on x
    Mark Zuckerberg lays down the gauntlet. “Our goal for Llama 4 is to lead,” says it will be multi-modal and agentic. Vows to invest “hundreds of billions of dollars” in AI infrastructure over the long term (people were expecting him to back pedal, huh?)
  • @jimcramer Jim Cramer on x
    Mark always tells a great story on his call. I can't wait to hear it. These people cant wait to sell it
  • @nearcyan Near on x
    watch in real time as Meta becomes the most valuable company in the world just like Nvidia did a few months ago, both of which were trivial to predict the moment Vaswani et al (2017) was published to arxiv [image]
  • @alexeheath Alex Heath on x
    Zuck on Meta earnings call just now: “I continue to think that investing very heavily in capex and infra” will be “a “major advantage” Wall Street breathes a sigh of relief
  • @techfund1 @techfund1 on x
    Zuckerberg on DeepSeek: - Doesn't think that overall AI compute demand necessarily will go down. While efficiencies are being made in pre-training, more compute is needed at inference time. - Sees the buildout in AI capex as a strategic advantage [image]
  • @munster_gene Gene Munster on x
    Five $META Takeaways: 1.  The AI hardware trade remains intact.  When discussing DeepSeek, he emphasized that the path to AI success involves heavily investing in infrastructure and CapEx to deliver quality products at scale.  $NVDA would have been up if not for disappointing Azu…
  • @thetranscript_ @thetranscript_ on x
    $META CEO on DeepSeek: “It highlights one of the key discussions we're having: whether there will be a global open-source standard.  And I think, for our national advantage, it's important that this standard is an American one.  We take that seriously, and we want to build the AI…
  • @mikeisaac Rat King on x
    zuck begins his earnings call with a giant love letter to the new White House administration! setting the tone for the next four years of corporate america
  • @munster_gene Gene Munster on x
    Great news for $NVDA. Zuckerberg says they will invest hundreds of millions of dollars in AI infrastructure over the long term. So far they've spent around $50B (subset of Capex).
  • @richlightshed @richlightshed on x
    🔥Pretty insane that $Meta with $164 billion of revenue is still growing over 20% and the comps are not easy [image]
  • @thetranscript_ @thetranscript_ on x
    $META CFO: “We expect first quarter 2025 total revenue to be in the range of $39.5-41.8 billion. This reflects 8-15% year-over-year growth, or 11-18% growth on a constant currency basis..”
  • @lexnfx Alexei Oreskovic on x
    $META finished 2024 with 74,067 employees, up 10% year over year.
  • @rihardjarc Rihard Jarc on x
    $META earnings are out: - Revenue $48.39B (up 21% YoY) vs est. $46.98B - Net income $20.84B (up 49% YoY) - EPS $8.02 vs est $6.78 - DAUs 3.35B up 5% YoY - Guidance Q1 Rev $39.5-41.8B (est $41.67B) Operating margin up to 48% from 41% a year ago.
  • @hoatzin99 Kevin on bluesky
    Farmville and Super Pokes FTW!
  • @manswear Manoj Swearingen on bluesky
    Ranking girls...
  • @chepive @chepive on bluesky
    Mr. Zuckerberg is dragging everyone down with his masculine mid-life crisis.  He should just retire, live a quiet and comfortable life with his wife and kids.
  • @ultranova13 @ultranova13 on bluesky
    He sounds more desperate every time he opens his mouth.
  • @grantjallen Grant on bluesky
    Facebook hasn't been cool in like 15 years.  It's over Zucc.  You're stuck with the grandparents sharing AI generated rage bait [embedded post]
  • @noomadunc @noomadunc on bluesky
    Spreading lies and conspiracies is their definition of cultural relebvance
  • @jach37 @jach37 on bluesky
    Already deleted.  No thanks.
  • @erinchampaign Erin on bluesky
    FB has never been OG.
  • @oliviasolon Olivia Solon on bluesky
    Has any brand gone from cool > deeply uncool > cool again?  —  www.theinformation.com/articles/ zuc...
  • @thebrianpenny Brian Penny on threads
    Zuckerberg wants Zuckerberg to be cool too, but it's not happening...
  • @katienotopoulos Katie Notopoulos on threads
    Some of us never left.
  • @kelseylh87 Kelsey L. Hayes on threads
    It's 47 of the blurriest, drunkest photos ever taken on a Friday night in a student bar and put into an album titled, ~*~gUrlZ nit3 out~*~
  • @karissabe Karissa on threads
    Zuckerberg wants Facebook to be cool again?  “ I'm excited this year to get back to some OG Facebook.”
  • @renee.diresta Renee DiResta on threads
    Give it a broccoli haircut, gold chain, and Ray Bans
  • @parkert Parker Thompson on threads
    This is also my personal aspiration for 2025. https://www.theinformation.com/ ...
  • @alexeheath.com Alex Heath on bluesky
    Zuck on Meta earnings call just now: “I continue to think that investing very heavily in capex and infra” will be “a “major advantage”  —  Wall Street breathes a sigh of relief
  • @firstadopter Tae Kim on x
    For Zuckerberg to come out guns ablazing saying he expects Llama 4 to be the best AI model in the world when it comes out, if true, means SCALING is still working.  Remember he said last quarter he believes Meta has the largest GPU cluster in the world...
  • @mikeisaac Rat King on x
    meta's whole thing is “yes open source is good but we would like it to be OUR open source algos and please dont use chinese ones because America rules (and also it is good for us personally)” so basically expect Meta's slogan to be “USA! USA! USA!” for the next four years
  • @munster_gene Gene Munster on x
    $NVDA up 2% in afterhours on $META Capex comments.  Reading between the lines from CFO comments suggest AI investment remains unchanged from Zuckerberg's comments last week.  The only specific number we have is its total expenses are expected to be $114B-$119B, vs. expectations o…
  • @munster_gene Gene Munster on x
    $META reiterates Capex spend for 2025 of $60-$65B. Positive sign that the AI hardware trade is intact.
  • @mikeisaac Rat King on x
    Mark Zuckerberg on DeepSeek: “There's gonna be an open source standard globally. I think for our own national advantage it's important that it's an american standard.” (in short: I expect American flag waving from Meta for the forseeable future)
  • @amitisinvesting Amit on x
    $META REAFFIRMS THEIR $60-$65B ON CAPEX GUIDANCE. DEEPSEEK DID NOT CHANGE THEIR PLANS. GREAT FOR $NVDA NVIDIA, UP 2% AH. Zuckerberg on the call just now: “This is going to be a really big year for AI. I want 1B of our users to access artificial intelligence. We have some [image]