|
|
|
|
|
22.10.26 - 00:01
|
Encouraged by Meta′s Partnerships, Says First Founder (Bloomberg)
|
|
|
Libby Leffler, discusses whether Meta's history of scaling up new initiatives offers reason to doubt Zuckerberg's ability to succeed. Leffler discusses Meta's fourth-quarter revenue outlook of $73 billion to $76 billion, compared with an estimate of $73.57 billion, and noted a new non-voting Class C common stock. She speaks with Romaine Bostick & Mandeep Singh on "The Close." (Source: Bloomberg)...
|
|
|
|
|
21.10.26 - 23:54
|
Meta Boosts Bet on AI With Spending Outlook, New Stock Class (Bloomberg)
|
|
|
Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during its quarterly earnings report Wednesday, raising the bottom end of the range from $130 billion. The new class of shares, meanwhile, will be distributed to existing investors through a stock dividend. Holders will get one share of the new stock in what will essentially be a two-for-one stock split, Meta said. It expects trading of the new shares to begin in January. Bloomberg Tech Host Ed Ludlow joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
21.10.26 - 23:03
|
META Jumps After Q3 Earnings Beat, Boosts Guidance (ZeroHedge)
|
|
|
META Jumps After Q3 Earnings Beat, Boosts Guidance
In our preview of Meta's earnings, we laid out expectations...
Revenue estimate $63.32 billion (Bloomberg Consensus)
Advertising rev. estimate $61.82 billion
Family of Apps revenue estimate $62.75 billion
Reality Labs revenue estimate $517.7 million
Other revenue estimate $1.1 billion
Operating income estimate $20.28 billion
Family of Apps operating income estimate $23.96 billion
Reality Labs operating loss estimate $5.21 billion
Operating margin estimate 32.5%
EPS estimate $3.56
Ad impressions estimate +12.3%
Average price per ad estimate +11.2%
Average Family service users per day estimate 3.66 billion
... and also sketched a setup of what to expect from earnings:
expectations at 9/10,
positioning at 8/10,
Mag 7 exposure at a record,
an implied move that Goldman calls cheap,
a buyside bar for 2027 spending that's $50 billion above the Street,
a product whose growth may already have peaked, and...
an equity rai...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
