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Meta Platforms:Quarterly Results/2024 Q4: Difference between revisions
Meta Platforms:Quarterly Results/2024 Q4 (view source)
Revision as of 12:41, 16 January 2025
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== Management expectations and analysts estimates == | == Management expectations and analysts estimates == | ||
=== Management guidance === | |||
{| class="wikitable" | |||
!Key Items<ref>https://s21.q4cdn.com/399680738/files/doc_financials/2024/q3/Meta-09-30-2024-Exhibit-99-1_FINAL.pdf</ref> | |||
! colspan="6" |Q4 2024 | |||
! colspan="6" |2024 | |||
|- | |||
! | |||
!Lower-point | |||
!Y/Y | |||
!Mid-point | |||
!Y/Y | |||
!Upper-point | |||
!Y/Y | |||
!Lower-point | |||
!Y/Y | |||
!Mid-point | |||
!Y/Y | |||
!Upper-point | |||
!Y/Y | |||
|- | |||
|Revenue | |||
|$45.0 billion | |||
|12.2% | |||
|$46.5 billion | |||
|15.9% | |||
|$48.0 billion | |||
|19.7% | |||
| | |||
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|- | |||
|Total expenses | |||
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|$96.0 billion | |||
|8.9% | |||
|$97.0 billion | |||
|10.0% | |||
|$98.0 billion | |||
|11.2% | |||
|- | |||
|Capital expenditure | |||
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|$38.0 billion | |||
|35.2% | |||
|$39.0 billion | |||
|38.8% | |||
|$40.0 billion | |||
|42.3% | |||
|} | |||
'''Notes:''' | |||
* Management's guidance for year over year revenue growth assumes foreign currency is approximately neutral, based on exchange rates at the time of the update. | |||
* Management expects 2024 Reality Labs operating losses to increase meaningfully year over year. | |||
* Management expect significant capital expenditures in 2025. | |||
* Management expect a significant increase in infrastructure expenses in 2025 since higher depreciation and operating expenses will be recognized. | |||
* It expects Q4 tax rate to be in the low-teens as long as there won't be any changes to the tax landscape. | |||
=== Analysts estimates === | |||
{| class="wikitable" | |||
!Key Items | |||
!Q4 2024 | |||
!Y/Y | |||
!Q1 2025 | |||
!Y/Y | |||
!2025 | |||
!Y/Y | |||
|- | |||
|Revenue | |||
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|- | |||
|EPS | |||
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|Family Daily Active People | |||
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|Ad revenue | |||
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|Revenue- Reality Labs | |||
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|Reality Labs operating loss | |||
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|Operating margin | |||
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|Capex | |||
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|} | |||
'''Earnings revisions at Seeking Alpha in the last three months''' | |||
{| class="wikitable" | |||
!Key Items | |||
! colspan="2" |Q1 2025 | |||
! colspan="2" |2025 | |||
|- | |||
! | |||
!Up revisions | |||
!Down revisions | |||
!Up revisions | |||
!Down revisions | |||
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|Revenue | |||
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|EPS | |||
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|} | |||
== Analysts opinions and insights == | == Analysts opinions and insights == | ||