Stock With Breakout: Meta Platforms (META) Finally Wants to Monetize WhatsApp's More Than 2 Billion Users

Meta Platforms (META) is one of the most exciting AI profiteers. The share is now on the verge of a big-picture breakout. Meta Platforms, formerly known as Facebook, is one of the largest social networks in the world. The current user figures continue to be impressive: the monthly active users (MAUs) on Facebook are scratching the 3 billion mark. Instagram has over 2 billion, Messenger has around 1.3 billion monthly active users.

Will WhatsApp become an "everything app"?
Meta has now identified WhatsApp as an important growth driver - an idea that we have been communicating for some time. With over two billion users worldwide, WhatsApp has a strong position in Meta's portfolio. Growth is particularly rapid in the USA, where more than half of 18- to 35-year-olds have installed WhatsApp. Meta plans to further expand the app's business opportunities by offering companies paid tools and customized apps to communicate directly with customers. The app is set to become an "everything app". Another highlight is the increasing integration of "click-to-message" advertising, which leads users from Facebook to WhatsApp. These advertising formats could generate revenues of up to $10 billion. Meta is also working on enabling payments directly via WhatsApp and is developing a corresponding infrastructure in India, Brazil and Singapore.

Integration of AI-supported assistants and business solutions in WhatsApp
WhatsApp is experiencing healthy growth, particularly in the US, where the number of daily active users and messages sent continues to rise. The momentum is therefore set to continue: Planned measures include the integration of AI services to improve the user experience. Meta is working on the integration of AI-supported assistants and business solutions in WhatsApp, which should enable companies to make sales and customer service more efficient. These AI services are intended to make it easier for companies to interact with their customers and thus increase the potential for business messages and transactions.

WhatsApp led to 85% growth in other Family of Apps revenue in Q1
The setback in the share price after the Q1 figures was rightly absorbed, as Meta is doing really well: Family of Apps ad revenue was up 27% to $35.6 billion. The number of ad impressions delivered rose by 20%, while the average ad price increased by 6%. Importantly, other Family of Apps revenue increased by 85% to $380 million, mainly driven by the growth of WhatsApp's business messaging platform.

Meta Platforms (ISIN US30303M1027): WhatsApp is thus positioning itself as a central platform for business communication and private interactions, making it a significant component of Meta's future strategy. The share now looks very bullish on the chart. The share now looks very bullish on the chart. Stock market participants can follow the breakout here.

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