Meta Platforms’ (META) first-quarter 2025 results, set to be reported on April 30, are expected to reflect the benefits of higher advertising revenues.The Zacks Consensus Estimate for Meta Platforms’ first-quarter advertising revenues is pegged at $40.44 billion, indicating growth of 13.5% year over year.We believe higher ad revenues will help META shares move higher after the first-quarter 2025 earnings release despite concerns over higher tariffs, monetization of its AI services, and growing regulatory he ...

Core Insights - Meta's Llama AI model family has achieved significant growth, reaching 1.2 billion downloads, an increase from 650 million in early December 2024 [1][2] - Meta AI, powered by Llama models, has garnered around 1 billion users, indicating a strong user adoption [2] - Despite the rapid growth of Meta's Llama ecosystem, the company faces stiff competition from other major players in the AI sector, such as Alibaba, which recently launched its Qwen 3 model family [2]

Facebook parent Meta Platforms on Tuesday launched a separate app for its Meta AI assistant, similar to those offered by Microsoft-backed OpenAI and Alphabet’s Google.The standalone app comes as Meta looks to boost the AI assistant’s usage, apart from being available within the company’s family of platforms — WhatsApp, Instagram, Facebook and Messenger.It also signals CEO Mark Zuckerberg’s move to strengthen the company’s position in the competitive AI landscape, taking on major rivals such as OpenAI and Go ...

Core Insights - Meta has launched its first standalone AI assistant app to compete with ChatGPT, aiming to provide users direct access to its generative AI models [1][4] Group 1: Product Features - The new Meta AI app is designed to be a personal AI, primarily accessed through voice conversations, with interactions tailored to individual users [2] - Users will initially provide basic context about their interests, but the app will evolve to allow deeper personalization over time [3] - The app includes a social feed for users to view AI-generated posts from others and replaces the previous Meta View app for Ray-Ban Meta smart glasses, facilitating seamless conversations across devices [3] Group 2: Market Context - The release of the Meta AI app comes as OpenAI's ChatGPT remains a leading AI assistant, regularly updated with new features [4]

Company Overview - Meta Platforms is the world's largest social media platform operator, evolving from Facebook to a diverse operator through acquisitions like Instagram and WhatsApp [1] - Approximately 97% of Meta's revenues come from advertising, facing competition from companies like Alphabet, Amazon, and Snap [2] Earnings Preview - Meta is set to report earnings on April 30, with shares down about 8% year-to-date but up approximately 27% over the past year and 171% over the past five years [3] - The options market indicates a potential move of plus or minus 9.2% following the earnings report [4] Earnings Expectations - Zacks Consensus Analyst Estimates project earnings growth of roughly 10.83% for the current quarter, with flat growth expected for 2025 [5] - Current quarter earnings estimate is $5.22, with a high estimate of $5.85 and a low estimate of $4.81 [8] Earnings Surprise History - Meta has a strong history of exceeding Wall Street expectations, with positive surprises in nine consecutive quarters and an average surprise of 13.77% over the past four quarters [9] Valuation - The recent correction in Meta's shares has made the stock cheaper, trading at approximately 23 times earnings, near its lowest valuation in two years [11] AI Integration - Meta is leveraging AI across its platforms, enhancing user engagement and optimizing ads, with significant integration in WhatsApp and Messenger [14] - AI optimization has led to a 24% increase in time spent on Instagram, with 40% of content curated through AI [15] Conclusion - Despite recent challenges, Meta has established itself as a leader in social media, with a strong earnings track record and a forward-looking approach to AI integration, indicating a bullish outlook for the company [16]

After integrating Meta AI into WhatsApp, Instagram, Facebook, and Messenger, Meta is rolling out a standalone AI app. Unveiled at Meta’s LlamaCon event on Tuesday, this app allows users to access Meta AI in a standalone app, similar to the ChatGPT app and other AI assistant apps. To win over users, Meta is trying to leverage what makes it different from companies like OpenAI and Anthropic — Meta already has a sense of who you are, what you like, and who you hang out with based on years of data that you’ve l ...

Meta CEO Mark Zuckerberg makes a keynote speech during the Meta Connect annual event, at the company's headquarters in Menlo Park, California, on Sept. 25, 2024.Meta Platforms is launching a stand-alone artificial intelligence app and going head-to-head with ChatGPT maker OpenAI.The new offering will utilize the company's Llama AI model to act as an AI assistant for users, the company said Tuesday. It also includes a Discover feed that shows how other are interacting with the tool and can be used to create ...

On Tuesday, Meta is hosting its first-ever LlamaCon AI developer conference at its Menlo Park headquarters, where the company will try to pitch developers on building applications with its open Llama AI models. Just a year ago, that wasn’t a hard sell.However, in recent months, Meta has struggled to keep up with both “open” AI labs like DeepSeek and closed commercial competitors such as OpenAI in the rapidly evolving AI race. LlamaCon comes at a critical moment for Meta in its quest to build a sprawling Lla ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Meta Platforms (META) is expected to report strong first-quarter 2025 results, driven by robust advertising revenue growth and effective use of AI technologies [1][4][21] Revenue Expectations - META anticipates total revenues between $39.5 billion and $41.8 billion for Q1 2025, reflecting an 8-15% year-over-year growth or 11-18% growth at constant currency [1] - The Zacks Consensus Estimate for first-quarter revenues is $41.22 billion, indicating a 13.08% increase from the previous year [1][2] Earnings Projections - The consensus estimate for earnings per share stands at $5.21, down 2.3% over the past month, suggesting a 10.62% growth from the year-ago quarter [2] Advertising Revenue Growth - Strong advertising revenue growth is anticipated, with the Zacks Consensus Estimate for Q1 2025 advertising revenues at $40.44 billion, indicating a 13.5% year-over-year growth [4] - META's platforms, including WhatsApp, Instagram, Messenger, and Facebook, reach over three billion users daily, enhancing its position in the digital ad market [5] AI and Machine Learning Utilization - META is leveraging AI and machine learning to enhance user engagement and advertising effectiveness, with AI-driven feed recommendations being a key factor [6][15] - The deployment of deep neural networks has improved ad quality and recall rates significantly [18] Financial Performance and Valuation - The Family of Apps' operating income is estimated at $19.97 billion, reflecting a 13% year-over-year growth, while Reality Labs is expected to incur a loss of $4.70 billion, wider than the previous year's loss [7] - META shares have declined 6.6% year-to-date, outperforming the Zacks Computer & Technology sector's 11% decline but lagging behind the Internet Software Industry's 5.9% drop [8] Competitive Position - META is expected to capture a significant share of global ad spending, alongside Alphabet and Amazon, projected to absorb roughly 50% of the market by 2028 [5] - The company's focus on improving advertisers' return on ad spending through proprietary machine learning systems enhances its competitive edge [16]