Q1整体表现还是不错的,收入超过我的预期,运营利润率小幅低于预期,从运营利润角度整体上打平符合预期,净利润因为税率很低(13%),所以显得高了不少。 小扎的性格决定了我就是头铁,费用和资本开支都明显上调了, 意味着已经开启新的烧钱模式了,系好安全带吧! 市场如果对此过度悲观,又将迎来加仓机会,看短期有没有400...
$Meta(META)$从财报数据上来看,无疑是非常不错的。 一点隐忧就是从earnings call上传递的信息看,曾经导致大失血像个无底洞的RL窟窿,又有点死灰复燃的感觉。 各区域广告业务的营收/用户数信息 Earnings Call上部分高亮的信息: 收入: 1. 人工智能平台产生的价值 a. 对用户参与度的影响,使得用户在平台上花费的总...
Q1 2024 Earnings CallApril 24, 2024 02:00 PM PT Listen to Webcast Earnings Release (PDF) Slides (PDF) Earnings Call Transcript (PDF) Follow Up Call Transcript (PDF) Learn More About Create a page Careers Privacy Terms Help © Meta 2024 ...
据预测,20232023年年MetaMeta QuestQuest 出货量将达到出货量将达到12701270万台,占全球出货总量的万台,占全球出货总量的59.1%59.1%,其原因包,其原因包括:括:1)1)Oculus Quest 2Oculus Quest 2拥有出色的独立性和便携性:拥有出色的独立性和便携性:作为一款独立式的虚拟现实头显,该设备不需要连接到计算机或游戏主...
Meta Platforms Earnings Call Meta 2024Q3业绩直播(即时传译) Oct 31 05:00 Replay Meta Platforms Earnings Estimates Revenue EPS EBIT Revenue is based on 32 analyst forecasts. Estimate data is from S&P, and actual data is from Income Statement Currency: USD2024/Q12024/Q22024/Q32024/Q42025/Q...
图表:谷歌、微软、Meta在2020-2022年Earnings call中提到AI的次数 谷歌 微软 Meta70 60 50 40 30 20 10 0AI工程领域:Meta工程领域相关能力仅次于微软和谷歌,强于亚马逊资料来源:Github,中信建投FollowersRepositoriesRepositories_Stars_收藏数Microsoft343005500vscode:145,264Microsoft Learning2900490AZ-104-MicrosoftAzure...
Meta Platforms Inc. (META) Q2 2022 Earnings Call Transcript META earnings call for the period ending June 30, 2022. Motley Fool Transcribing | Jul 27, 2022 Meta Platforms, Inc. (FB) Q1 2022 Earnings Call Transcript FB earnings call for the period ending March 31, 2022. ...
CFRA Research senior equity analyst Angelo Zino reacts to Meta's Q1 earnings report, the 'Magnificent 7' and shares his expectations for the overall earnings period.
“We anticipate that our full-year 2023 total expenses will be in the range of $88-91 billion increased from our prior range of $86-90 billion due to legal-related expenses recorded in the second quarter,” said Susan Li, Chief Financial Officer (CFO) of Meta, during anearnings callmeeti...
Meta Q1 earnings were a ‘tour de force’, says Wedgewood’s David Rolfe For those who’ve gained expertise in AI ethics, trust and safety and related content moderation, the employment picture looks grim. Newly unemployed workers in those fields from across the social media landscape told CNBC...