Meta is reportedly developing what it calls a "super sensing" type of facial recognition technology to its smart glasses lineup. A new report from The Information said that Meta is developing software for the glasses that has the ability to recognize people by name and keep better track of what users are doing throughout the day.The company originally planned to include similar technology in its first wave of smart glasses, but abandoned that effort due to privacy concerns.Now, however, the tech appears to ...

Core Insights - Meta Platforms, Inc. (NASDAQ: META) released its first-quarter results, marking the initiation of coverage on the company [1] Financial Performance - The article analyzes the Q1 report of Meta, focusing on the financial metrics and performance indicators [1] Macroeconomic Impact - The analysis includes an examination of the potential impact of recent macroeconomic conditions on Meta's performance [1]

Core Insights - Meta executives, including CEO Mark Zuckerberg and Instagram head Adam Mosseri, acknowledged that TikTok is outperforming Meta in the social media landscape, indicating a significant shift in market dynamics [1][2][6] Group 1: Internal Discussions on Competition - Zuckerberg described Facebook as a "challenger" that has "lost the mindshare and momentum," highlighting TikTok's ability to create a "feeling of shared context" among users [2][8] - Mosseri noted that Facebook is no longer the default discovery engine, suggesting that YouTube currently holds that position, but he anticipated TikTok would eventually surpass it [3][4] - The executives recognized TikTok's dominance in video content, with Mosseri stating that TikTok is "100% video and beating us badly," and that it is growing the social mobile market at the expense of traditional media [4][10] Group 2: User Engagement and Market Trends - TikTok surpassed YouTube in average watch time in the U.S. in 2021, and a study indicated that children aged 4 to 18 spent 60% more time on TikTok than on YouTube in 2023 [4] - Netflix has introduced a TikTok-like feature in its app, indicating a broader trend of traditional media companies adapting to the success of short-form video platforms [5] - Zuckerberg emphasized that while Facebook may have the largest user base, it is no longer the leader in time spent on the app, further illustrating the competitive pressure from TikTok [8] Group 3: Strategic Responses and Challenges - Meta executives expressed concerns about the fragmentation of the social media landscape, with many platforms competing for user attention, making it difficult for Facebook to maintain its growth [10][12] - John Hegeman, then VP of Ads, acknowledged TikTok's lead in short-form video content and creation tools, but believed Meta could close the gap by encouraging creators to use Reels [11] - The internal documents reveal a perception within Meta that Facebook is the underdog in the social media market, with TikTok's success posing a significant risk to Meta's business growth [12]

Core Insights - Meta executives, including CEO Mark Zuckerberg and Instagram head Adam Mosseri, acknowledged that TikTok is outperforming Meta in the social media landscape, indicating a significant competitive threat [1][2][6] - Internal discussions revealed that Meta views Facebook as a "challenger" in the market, having lost both "mindshare" and "momentum" to TikTok [2][8] - TikTok's unique ability to create a "shared context" among users is seen as a key factor in its success, allowing friends to engage with similar content [8][9] Group 1: Competitive Landscape - Zuckerberg noted that while Facebook remains the largest app by user engagement, it is no longer the leader in time spent, with TikTok surpassing YouTube in average watch time in the U.S. in 2021 [4][8] - Mosseri highlighted that TikTok is growing the social mobile market and encroaching on traditional media like TV and long-form video platforms [4][10] - The rise of TikTok has prompted Netflix to introduce a similar vertical video feed in its mobile app, indicating a shift in content consumption trends [5] Group 2: Internal Perspectives - Meta executives expressed concerns about the fragmentation of the social media space, with numerous platforms competing for user attention, making it challenging for Facebook to maintain its growth [10][12] - John Hegeman, then VP of Ads, acknowledged TikTok's leadership in short-form video content and creation tools, while expressing optimism that Meta could close the gap through its Reels feature [11][12] - The document suggests that Meta perceives itself as the underdog in the social media market, with TikTok's success posing a risk to its business and growth [12]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Last week, Meta—the parent company of Facebook, Instagram, Threads and WhatsApp—unveiled a new "personal artificial intelligence (AI)." Powered by the Llama 4 language model, Meta AI is designed to assist, chat and engage in natural conversation. With its polished interface and fluid interactions, Meta AI might seem like just ano ...

Following the last coverage on Meta Platforms (NASDAQ: META ), the stock is down 14% after hitting our $625 target and peaking at $740, just shy of our $773 estimate. Despite this pullback amid broader tech weakness, Q1 2025Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Meta Platforms (META 0.54%) rocketed 4.2% higher on Thursday in response to strong first-quarter earnings. The stock has erased almost all of its year-to-date losses in recent weeks, and, at the time of this writing, it is just a couple of percentage points off from being even on the year.Here's why the company's latest results -- and management commentary on the earnings call -- reinforce its underlying investment thesis, and why Meta is a top growth stock to buy now. Family of apps continues to drive high ...