Yo la descubrí aqui en este foro. No la conocía, la estudie un poco y la ecuación riesgo valor me pareció que se ajustaba a mi tipo de cartera.
3 Me gusta
Fieles seguidores de Oculus e Instragram, que le ha pasado a esta para que pase a ganar la mitad? Que no me digan metaverso, eso es subida notable capex, pero el cash flow operativo también baja un 10/15%. Problemas con la publicidad por la situación económica? O en vez de monetizar más Instagram y por fin forrarse con Whatsapp resulta que ahora ingresa menos de RRSS?
1 me gusta
4 Me gusta
3 Me gusta
Yo también quiero ser PM en Meta
https://twitter.com/TikTokInvestors/status/1584593828769845248?t=PfCI6NvAwwmHHjsnSi2j5w&s=19
Product Manager de Meta publica su dia a dia en Tik Tok
El chiste se cuenta solo
3 Me gusta
Ya va por -12%
Parece una acción china 
buenisimo jajaja
1 me gusta
https://twitter.com/zerohedge/status/1585374381211062273
Tip para Marck: Pay a dividend
3 Me gusta
Merece la pena leer los comentarios de Zuck.
2 Me gusta
Puede ser la oportunidad del siglo o el último bote antes de hundirse, pedazo cuchillo… Ojalá recupere lo perdido y más.
1 me gusta
(M*)
Meta reported mixed third-quarter results and its guidance for significant operating expense growth in 2023 was disappointing. We have also lowered our top line projections, which will likely further increase margin pressure next year. Our fair value estimate now stands at $260, down from $346. With uncertainty in the near term, we recommend patience with this wide-moat firm.
Our positive takeaways from Meta’s results were that the network effect remains intact given the firm’s encouraging user count and engagement metrics, which we think position Meta to accelerate revenue growth in late 2023, with the assumption that macro uncertainty eases. In addition, Reels is creating incremental engagement time per user and has also displayed early signs of high monetization potential. Plus, the firm continues to invest in enhancing its ad measurement capabilities while adding new advertising options for businesses, which we think will further drive a turnaround.
Our concern is mainly regarding the firm’s metaverse strategy, in which the firm plans to invest significantly more than we had projected in 2023, without much clarity about when any return on this investment could be realized. However, management does plan to pace metaverse investments at rates that accommodate overall bottom-line growth in 2024 and beyond.
Total revenue declined 4.5% year over year to $27.7 billion due to the stronger dollar (revenue would have been up 2% on a constant currency basis), economic uncertainty, and to a lesser extent, Apple’s data privacy policies. Advertising revenue came in at $27.2 billion, down 4% from last year (up 3% excluding the currency headwind).
Impressions sold increased 17% from last year due to user growth and engagement. However, ad prices declined 18% given higher sales of the lower-priced Reels ad inventory and lower demand from advertisers. Revenue per family monthly active user and Facebook monthly active user declined 8% and 6% from last year, respectively.
3 Me gusta