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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

#81

Post by pessimizer »

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…

The market, which is the subject, seems to have more vitriol than HN about their current performance.

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

#82

Post by [deleted] »

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…

[deleted]

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

#83

Post by stu2b50 »

ohashi wrote: post #58
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…

We can't be critical of a company that makes people miserable? That weakens democracy? That enables violence and hate? Just because they make a lot of money we should be cheering? Oh wow, they made $11! Let's forget everything else.

There’s a difference between hating Meta for its ethics and hating Meta as a money making machine. People are doing the latter and that’s pretty silly. Meta is, however unethically, a good entity at the goal of making money.

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

#84

Post by chaostheory »

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…

I think you're forgetting about the reason why they switch names in the first place. Meta is signaling that they are all in with their own hardware platform.

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

#85

Post by distrill »

rdw wrote: post #38
chrisco255 wrote: post #25

Earlier quoted context omitted.

I guess? Alphabet had a good quarter.

Alphabet isn't quite the same thing, though. They kept the Google name around, and created Alphabet as a kind of holding company. This way they retained the value of their brand while also getting to have a kooky company with a fun name.

Facebook hasn't gone away. I get that it's not literally a child company under the parent Meta, but the product is still very much alive and is not going anywhere

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

#86

Post by random314 »

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.

I saw an ad for a phone plan that was a lot cheaper than the plan I was about to buy.

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

#87

Post by dekhn »

intrepidsoldier wrote: post #71

The data center infrastructure that Facebook (Meta) has is probably in the top 5 in this world (behind only Amazon, Microsoft, Google). They might want to become a cloud infrastructure provider for some side money and buy themselves some time to figure out this Metaverse fantasy :) Hey, AWS started because Amazon wanted to lease out their spare infrastructure capacity.

in the world? ali baba would like to have a word

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

#88

Post by AuthError »

distrill wrote: post #76
gzer0 wrote: post #59

Here are the results that caused this: - Earnings per share: $3.67 vs $3.84 expected - Revenue: $33.67 billion vs $33.4 billion expected Facebook also missed estimates with user numbers. - Daily Active Users (DAUs): 1.93 billion vs 1.95 billion expected - Monthly Active Users (MAUs): 2.91 billion vs 2.95 billion expected - Average Revenue per User (ARPU): $11.57 vs $11.38 expected Future guidance was the biggest miss…

It's so confusing to me see headlines calling this a "huge earnings miss". Revenue was greater than expected, as was ARPU. I get that the users are under, but this seems pretty far from a huge miss, no?

I think it's the guidance that caused the dip.

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

#89

Post by YXNjaGVyZWdlbgo »

bot41 wrote: post #70
ohashi wrote: post #58

Earlier quoted context omitted.

We can't be critical of a company that makes people miserable? That weakens democracy? That enables violence and hate? Just because they make a lot of money we should be cheering? Oh wow, they made $11! Let's forget everything else.

Why post emotive comments on a financial post?

Financial loss can be pretty emotional.
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