Detailed view for this entity.
“Meta is uh, obviously the company that owns Facebook, Instagram, and WhatsApp is the core apps... one of the most profitable companies ever built.”
“We predate almost every social media platform. We're like a year younger than Facebook. Uh YouTube was maybe six months old when we launched.”
“We predate almost every social media platform. We're like a year younger than Facebook. Uh YouTube was maybe six months old when we launched.”
“Facebook or Meta is trading at an earnings yield of 3.74%.”
“As we plan for the future, we will continue to invest very significantly in infrastructure to train leading models and deliver personal super intelligence to billions of people and businesses around the world.”
“The optimizations we made in Q4 drove a 7% lift in views of organic feed and video posts on Facebook, resulting in the largest quarterly revenue impact from Facebook product launches in the past two years.”
“In fact, in the second half of 2025, our initiatives on Facebook to redistribute ads across users and sessions delivered a nearly four times larger revenue impact than Facebook ad load increases.”
“I have to say upfront that I think my answers to a lot of your questions on this particular call may be somewhat unfulfilling because we're in this interesting period where we've been rebuilding our AI effort and we're six months into that.”
“we are going to be rolling out our initial set of models and products and businesses around that over the the coming months.”
“you have a significant number of businesses that already pay a subscription to basically use their tool to accelerate their business results and integrating that kind of thing into our ads and business manager.”
“I think that the Manis acquisition is going to um is is a good example of you have a significant number of businesses that already pay a subscription to um to basically use their tool to accelerate their business results.”
“I expect over the course of 2026 to have significantly um more uh capacity this year as we add cloud... but we'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online.”
“I expect over the course of 2026 to have significantly um more uh capacity this year as we add cloud.”
“We're continuing to focus on increasing our infrastructure um efficiency in several ways including by optimizing workloads, improving infrastructure utilization, diversifying our chip supply.”
“we think that there is room for our larger models to benefit from having more compute... we expect that we will see gains coming from that.”
“In this case, it's that Meta is apparently targeting a 9 trillion valuation with new executive incentive program. The platform is seeking to incentivize its top executives to grow the company at an extremely aggressive pace with a new stock option program that could pay some of them hundreds of millions of dollars.”
“I think Meta is an easy double. I think the stock could double from here fairly easily over the next 5 years.”
“We expect advertising revenue therefore to continue to climb.”
“Amazon's been increasing its advertising revenue meaningfully at a faster pace than some of its larger ad rivals including Alphabet and Meta Platforms. And in the most recent quarter, advertising revenue accelerated, jumping to 17.7 billion.”
“historically, Facebook or Meta, and snap were beneficiaries of advertising. That was how they made their money.”