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Meta shares drop 20% on Q4 earnings miss, weak outlook

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Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#41

Post by notyourwork »

codingkev wrote: post #22
fdgsdfogijq wrote: post #15

This explains the shift to Meta. The current company is basically dying, and so they are going to bet the house on something new. Apple really did a number on them by restricting the data they can collect

Facebook is dying slowly in the developed world, that is true. However it is still growing in emerging markets. And most importantly: FB is still generating tons of cash to fund the other assets. WhatsApp has basically zero monetization right now but billions of users. Huge potential cash cow. Instagram still has a ton of potential for further optimized monetization. Think fully embedded 1-click buying for things lik…

Sounds a lot like smoking cigarettes. Phasing out of the developed world and not the business is shifting to the innocent to milk the cow.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#42

Post by nappy-doo »

The vitriol on HN for FB is something else.

The earnings for this company are truly staggering. They made 11$/user. Their earnings were up 34% year-over-year – on a base of 29B dollars. They made 10B more this year than they did last year, and the comments in here are all about, "boy Apple fucked them, and Meta suxor!"

You people are nuts.

While I don't love FB as an entity, as a business they are making fucking bank. They are running a printing press, and the world is eating it up. Y'all need to switch to decaf or something. Their numbers are truly staggering.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#43

Post by paulpauper »

fdgsdfogijq wrote: post #15

This explains the shift to Meta. The current company is basically dying, and so they are going to bet the house on something new. Apple really did a number on them by restricting the data they can collect

They earn tens of billions in ad revenue. that is not 'dying'.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#45

Post by colecut »

javagram wrote: post #23
analogdreams wrote: post #18

Earlier quoted context omitted.

don't follow content that makes you uncomfortable. seems like an easy fix any user can implement on their own.

Platforms wouldn’t be using algorithmic feeds (that include content a user did not opt into following) if users didn’t prefer it by their behavior.

I think users would overwhelmingly prefer chronological feeds, but that would reduce the time people spent on them...

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#46

Post by wutbrodo »

nappy-doo wrote: post #42

The vitriol on HN for FB is something else. The earnings for this company are truly staggering. They made 11$/user. Their earnings were up 34% year-over-year – on a base of 29B dollars. They made 10B more this year than they did last year, and the comments in here are all about, "boy Apple fucked them, and Meta suxor!" You people are nuts. While I don't love FB as an entity, as a business they are making fucking bank…

HN is worse than default subreddits when it comes to a handful of topics, and is the most prominent category. There's plenty to criticize FB for, but the commenter community here gets truly unhinged whenever one of these topics comes up.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#47

Post by Grustaf »

librish wrote: post #5

Apple vs ad-tech is a really interesting battle. It shows the immense power Apple has in the consumer market today, where they can affect some of the largest businesses in the US unilaterally. Meta is in a very tricky position in that unless they put up an actual paywall users don’t really have any incentive to allow tracking. But putting up a paywall introduces a lot of friction, not to mention the adverse selection…

How much would it have cost you to use those applications if you had to offset the ad revenue? 10 bucks a year? 50? Do you really value your attention that low?

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#48

Post by ilikehurdles »

friedman23 wrote: post #24
zwkrt wrote: post #16

Earlier quoted context omitted.

The idea of buying something based on an advertisement and not a need is foreign to me. What is a kind of ad that you consider to be “relevant”? I just block all of them so I might just not be aware of the potential.

Just because you block ads doesn't mean you are immune to advertisements. How many of your interests are shaped by media campaigns. Even if you go and choose to buy things based on "need" (which I doubt). How do you choose which to buy of the various things that satisfy your needs? Maybe you go to one of many consumer reporting sites? Maybe you look at reviews? How do you know those are truly unbiased, they aren't mo…

Naturally, that’s true, but it wouldn’t affect my decision. If I could unilaterally ban billboard ads, I would; but the fact that certain kinds of ads are not block-able does not affect my decision to keep blocking other kinds of ads, and limiting the effectiveness of ads I can’t block.

No entity has the innate right to psychologically manipulate me into contributing to its bottom line.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#49

Post by alexdias »

zwkrt wrote: post #16
librish wrote: post #5

Apple vs ad-tech is a really interesting battle. It shows the immense power Apple has in the consumer market today, where they can affect some of the largest businesses in the US unilaterally. Meta is in a very tricky position in that unless they put up an actual paywall users don’t really have any incentive to allow tracking. But putting up a paywall introduces a lot of friction, not to mention the adverse selection…

The idea of buying something based on an advertisement and not a need is foreign to me. What is a kind of ad that you consider to be “relevant”? I just block all of them so I might just not be aware of the potential.

An ad that is “relevant” to me is an ad that leads me to think “yes, this item is exactly what I was looking for”. Sometimes you know you want to buy something (let’s say a backpack) but you don’t know which brand/model to go for.

This is where ads come in: a backpack company can run ads that should be shown to people interested in buying backpacks, and it’s potentially a win-win: you find a cool item that you buy, and the company gets a new customer.

Re: Meta shares drop 20% on Q4 earnings miss, weak outlook

#50

Post by omot »

ethbr0 wrote: post #33
omot wrote: post #26

Maybe they'll try launching a Facebook phone that tries to capture Apple's market and it'll fail miserably again. Never underestimate the blue message bubble y'all. That's real leverage.

Apple has always understood that true power is architecting yourself the ability to substantially harm competitors... without your users noticing.

Invisible hand? Yeah maybe when you're early-stage Capitalism, in late-stage it's all about the invisible knife.
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