Meta – strong advertising business, but no more empty promises!
Meta's ad machine is running at full speed – but without cloud monetization, every additional capex dollar becomes a test for the stock!
$83 billion loss at Reality Labs is enough – now Zuckerberg only counts tangible results, no more visions!
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I'm torn about Meta – and the market reacted correctly with a decline of over 8%. On the one hand, the core business is performing brilliantly: $56.3 billion in quarterly revenue, +33% growth – the strongest pace in almost five years. The AI-driven ad optimization is impressive, with 19% more ad placements at the same time as 12% higher prices. The new Frontier model Muse Spark from the Meta Superintelligence Labs under Alexandr Wang also makes a promising impression and apparently boosts usage sessions by double digits. So far, so good. On...
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