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VOICE ARCHIVE

@supbagholder

@supbagholder
35 posts
2026-01-29
$META +6% as investors are realizing AI capex is a good thing when it increases topline growth. [image]
2026-01-29 View on X
Bloomberg

Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs

Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.

$META came in at the high end of estimates, grew 24% yoy topline and remains the cheapest mag7 Very happy
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

$META +6% as investors are realizing AI capex is a good thing when it increases topline growth. [image]
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

Distribution is everything. Ottawa is folding lmao [image]
2026-01-29 View on X
Globe and Mail

Canada says it is talking to Meta to restore news to Facebook and Instagram as the Online News Act is put on the table as part of trade negotiations with the US

2026-01-28
$META +6% as investors are realizing AI capex is a good thing when it increases topline growth. [image]
2026-01-28 View on X
Bloomberg

Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs

Riley Griffin /Bloomberg:

$META +6% as investors are realizing AI capex is a good thing when it increases topline growth. [image]
2026-01-28 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

$META came in at the high end of estimates, grew 24% yoy topline and remains the cheapest mag7 Very happy
2026-01-28 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

2025-09-18
2/2 failed demos so far cmon zuck 🥹
2025-09-18 View on X
Bloomberg

Meta debuts $799 Meta Ray-Ban Display, with a screen in the right lens and hand gesture detection via the Meta Neural Band wristband, on sale from September 30

Meta Platforms Inc., seeking to turn its burgeoning smart glasses into a must-have product, on Wednesday unveiled its first version with a built-in screen.

2/2 failed demos so far cmon zuck 🥹
2025-09-18 View on X
Engadget

A live blog of Meta Connect 2025, where Meta announced Meta Ray-Ban smart glasses with and without a display, new Meta Oakley glasses, Horizon updates, and more

Expect a lot of smart glasses and AI talk this year, with a dash of the metaverse and VR.  —  Who's excited for smart glasses?

2025-06-17
$META to introduce channel subscriptions, promoted channels and ads in status in WhatsApp updates tab. Let's fucking go. I've been waiting for this for the better part of a decade.
2025-06-17 View on X
New York Times

WhatsApp rolls out ads in its Updates tab, a first for the app, and Meta will collect some data to target the ads, but says it has no plans to put ads in chats

here's where you'll see them (and where you won't) Capital Brief : Meta to roll out ads on WhatsApp and offer paid subscriptions Katie Hicks / Marketing Brew : Ads are coming to Wh...

2025-01-25
@amitisinvesting I honeslty am confused on this. Meta annouces a massive capex hike a few days after China reveals an open-source LLM model that beats the best of our models, with a fraction of the cost? My bet is China is lying here.
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

Meta wouldn't be hiking capex by 50%-70% yoy if they weren't seeing solid ROI.  The easiest way to judge Meta's capex strategy is by looking at their top-line growth.  Meta is telling us it's will continue growing strong imo...
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

2024-08-01
EPS of $5.16 Beats Revenue $39.1B Beats their higher guidance of $39B Congrats :)
2024-08-01 View on X
Meta

Meta reports Q2 revenue up 22% YoY to $39B, net income up 73% to $13.5B, and family daily active people up 7% to 3.27B on average for June 2024; META jumps 5%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2024.

2024-07-19
Meta plans to cut Reality Labs spending by 20% between now and 2026. If accurate, this could reduce spending by up to $3.6B/year by 2026 ($18B spent on RL in 2023). I wonder if these funds will be reinvested in AI capex or go straight to the bottom line...
2024-07-19 View on X
The Information

An ex-Reality Labs manager says Meta asked the unit to cut spending by ~20% from 2024 to 2026; Meta plans two Quest 4 versions in 2026 and a Quest Pro 2 in 2027

2024-05-04
Apple seems very enthusiastic about Vision Pro in the enterprise sector... they've hinted at enterprise use cases and interest 3 or 4 times during the call. In contrast, there was barely any mention of excitement from consumers about Vision Pro.
2024-05-04 View on X
Apple

Apple reports Q2 revenue down 4% YoY to $90.75B, net income down 2% to $23.64B, and announces a $110B share buyback, its largest yet

2024-05-03
Apple seems very enthusiastic about Vision Pro in the enterprise sector... they've hinted at enterprise use cases and interest 3 or 4 times during the call. In contrast, there was barely any mention of excitement from consumers about Vision Pro.
2024-05-03 View on X
CNBC

Apple Q2 revenue: iPhone down 10% YoY to $45.96B, Mac up 4% to $7.45B, iPad down 17% to $5.56B, and Wearables, Home, and Accessories down 10% to $7.91B

Apple CEO Tim Cook waves to journalists after his meeting with Indonesian President Joko Widodo at the Presidential Palace in Jakarta, Indonesia, April 17, 2024.

Apple seems very enthusiastic about Vision Pro in the enterprise sector... they've hinted at enterprise use cases and interest 3 or 4 times during the call. In contrast, there was barely any mention of excitement from consumers about Vision Pro.
2024-05-03 View on X
AppleInsider

Tim Cook says half of Fortune 100 companies have purchased Apple Vision Pro units and that Apple's focus is on getting more apps and more enterprises engaged

Wesley Hilliard / AppleInsider :

2024-04-26
Meta Advertising: 26.7% yoy 👑 LinkedIn: 10% yoy MSFT Search: 12% yoy GOOGL Search: 14.5% yoy GOOGL Youtube: 20.8% yoy GOOGL Network: -1.1% yoy
2024-04-26 View on X
Alphabet

Alphabet Q1: revenue up 15% YoY to $80.5B, net income up 57% to $23.7B, Google Cloud revenue up 28% to $9.6B, and headcount down 5%; GOOG jumps 10%+

Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2024.

2024-04-25
Who the fuck sells Meta on those numbers? They guided miss by 1%. They beat everywhere else. Opex and Capex increased. But with a 20%+ top line growth rate, I'll allow Zuck to spend. Very good earnings. I'm happy. I'll buy more if it drops
2024-04-25 View on X
Meta Investor Relations

Meta reports Q1 revenue up 27% YoY to $36.46B, net income up 117% YoY to $12.37B, and family daily active people up 7% YoY to 3.24B on average for March 2024

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

2024-02-07
Snapchat+, the most important metric for $META's equivalent Meta Verified, incrased 40% QoQ.
2024-02-07 View on X
CNBC

Snap reports Q4 revenue up 5% YoY to $1.36B, vs. $1.38B est., DAUs up 10% YoY to 414M, a net loss of $248M, up from $288M in Q4 2023; SNAP drops 30%+

mean audio/video clips, I'm assuming.  Does gen Z want that? idk. X: Dare Obasanjo / @carnage4life : $SNAP drops -30% after meeting expectations on revenue ($1.36B vs $1.38B) but f...