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Meta Q1 Earnings: Solid AI Strategy, Huge Capex Guide (Maintain Buy)
Seeking Alpha· 2025-05-01 19:58
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Why Meta Platforms Is Soaring Today
The Motley Fool· 2025-05-01 16:58
Shares of Meta Platforms (META 5.19%) are rising on Thursday. The company's stock gained 4.9% as of 12:46 p.m. ET, and gained as much as 8% earlier in the day. The leg up comes as the S&P 500 (^GSPC 1.12%) gained 0.9% and the Nasdaq Composite (^IXIC 2.00%) gained 1.9%.The social media behemoth released its Q1 report after market close yesterday, beating Wall Street's already-high expectations.Another strong quarterThe Facebook parent posted Q1 2025 earnings per share (EPS) of $6.43 on $42.3 billion in sales ...
Meta Platforms' Q1 Earnings and Revenues Surpass Estimates, Rise Y/Y
ZACKS· 2025-05-01 16:35
Meta Platforms (META) reported first-quarter 2025 earnings of $6.43 per share, beating the Zacks Consensus Estimate by 23.18%. The figure surged 36.5% year over year.Revenues of $42.31 billion beat the Zacks Consensus Estimate by 2.61% and increased 16.1% year over year. At constant currency (cc), revenues soared 19% year over year.META’s Top-Line Growth Rides on Strong User BaseRevenues from Family of Apps (99% of total revenues), which includes Facebook, Instagram, Messenger, WhatsApp and other services, ...
Meta's Q1 Earnings Beat Lifts Shares: ETFs to Buy
ZACKS· 2025-05-01 15:20
Key Takeaways Meta Platforms shares surge after it beats estimates for both the top and bottom lines. Earnings per share rose 37% year over year to $6.43 while revenues grew 16% to $42.3 billion. IXP, FCOM, VOX, XLC and WUGI could be exciting picks to tap Meta's growth. After the closing bell on April 30, Facebook’s parent company, Meta Platforms (META) came up with better-than-expected first-quarter 2025 results, beating estimates on both the top and bottom lines. META shares jumped 5.4% in after-market ...
Meta Platforms jumps 6% on earnings beat, advertising resilience
CNBC· 2025-05-01 13:35
Meta CEO Mark Zuckerberg appears at the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.Meta Platforms shares jumped more than 6% Thursday after the company topped earnings expectations and showed advertising resilience in a murky macroeconomic environment."Key here is that Meta's adv. demand trends appear to be relatively healthy and while we're watching for any impacts from macro and lower spend from China-based advertisers given the de minimis change, Meta's scale of users and advertisers ...
Meta Earnings Green Light AI Rally
Seeking Alpha· 2025-05-01 13:15
I was bullish on Meta Platforms (NASDAQ: META ) around the start of the year, and the stock performed very well, initially. Meta's stock surged by about 20% before topping out around mid-February. However, it's been mostly downhill since the momentum stockAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each mornin ...
Meta Surges on Earnings Strength
The Motley Fool· 2025-05-01 13:06
Core Insights - Meta Platforms reported strong first-quarter financial results for 2025, with total revenue increasing by 16% year-over-year, reaching $42.3 billion, surpassing expectations [2][3] - Adjusted earnings per share rose by 37% to $6.43, also exceeding forecasts [2] - The company experienced a 5% increase in ad impressions and a 10% rise in average ad pricing, contributing to overall revenue growth [3] Financial Performance - Total revenue for Q1 2025 was $42.3 billion, up from $36.5 billion in Q1 2024, marking a 16% increase [2] - Adjusted earnings per share increased from $4.71 to $6.43, reflecting a 37% growth [2] - Operating margin improved from 38% to 41%, a 3 percentage point increase [2] - Operating income surged by 27%, while net income rose to $16.6 billion, a 35% increase from the previous year [4] Cost Management - Meta managed to keep expenses to a 9% increase, with significant reductions in overhead costs offsetting a more than 20% rise in research and development spending [4] - The marketing and sales budget was also maintained, contributing to improved profitability [4] AI and Product Development - The Meta AI and augmented reality unit was highlighted as a key driver of positive results, with the Ray-Ban Meta AI glasses receiving specific mention [5] - The company is nearing a milestone of 1 billion monthly active users in its AI segment [5] Market Reaction - Following the financial report, Meta's stock rose approximately 4% in after-hours trading, reflecting investor satisfaction with the results [6] - The company projected Q2 revenue between $42.5 billion and $45.5 billion, indicating continued growth expectations [6] Capital Expenditure - Meta increased its capital expenditure projections by $4 billion to a new range of $64 billion to $72 billion for the full year, signaling ongoing investment in data centers and infrastructure to support AI initiatives [9] Regulatory Environment - The company is closely monitoring the regulatory landscape, particularly regarding the European Commission's recent decision on its subscription-based ad-free service [8]
Meta Is Recession-Proof: Maintaining Buy Post-Earnings
Seeking Alpha· 2025-05-01 12:48
Meta (NASDAQ: META ) has beaten analysts’ expectations for revenue and EPS for seven consecutive quarters (yes, seven). And it did it again on Wednesday after the company reported 1Q25. Revenue came in at $42.31 billionI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what ...
Meta: A No-Brainer Growth Play
Seeking Alpha· 2025-05-01 12:45
Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, GOOG, AAPL, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given a ...
Meta's advertisers didn't flinch after it shook up content moderation
Business Insider· 2025-05-01 11:10
Meta's content-moderation mishaps used to be the talk of Madison Avenue, when advertisers would lambast the tech giant over its so-called brand safety concerns. But it's a new era, and advertisers are spending through it.The company's first-quarter revenue, which is almost entirely derived from advertising, reached $42 billion in the quarter, ahead of analysts' expectations and up 16% year over year. In January, Meta said it was replacing third-party fact-checkers with an X-inspired community notes system ...