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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

#61

Post by cobookman »

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…

The emerging markets *currently* do not have as large of revenue potential for advertising as the western markets.

Meta made in Q4-2020 53.56B in ad rev in the US and Canada. Meta only made 4.05B in Asia Pacific in Q4-2020.

https://www.statista.com/statistics/251328/facebooks-average...

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

#62

Post by sorry_outta_gas »

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…

Apple dislikes ad-tech for reason x because it's a fundamental threat to their business from their compitators making money though it or mindshare being pushed towards other products; the further the reach and the lower the cost the worse it is for them

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

#63

Post by ElectronShak »

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…

I feel like if instagram were to be driven further in the monetisation direction, we would no-longer have instagram, so someone else could innovate around photos, and take the still photo market.

I feel like instagram is no longer an actual photo sharing app, just a place where high profile users promote stuff to their followers.

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

#64

Post by nathanaldensr »

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…

What does vitriol for Facebook have to do with how much money they made? You're post is one giant non-sequitur.

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

#65

Post by Waterluvian »

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…

I don’t doubt there are a lot of users in developing markets. Is there much money?

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

#67

Post by ARandomerDude »

sorry_outta_gas wrote: post #53
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…

I get the feeling it's a lot of people bitter they failed the interview process

Can't speak for others but I've never wanted to work at FB, never will, and can honestly say FB is a resume negative when I'm looking at candidates.

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

#68

Post by teeray »

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

The shift to Meta is the same reason as Comcast’s shift to Xfinity

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

#69

Post by dahdum »

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…

I think maybe they banked too heavily on getting their crypto Libra/Diem going in order to power monetization of WhatsApp/Instagram. It could have been as slick as Weixin/WeChat pay and dominate the cross currency remittance market.

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

#70

Post by bot41 »

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.

Why post emotive comments on a financial post?
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