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Meta Platforms:Quarterly Results/2024 Q4: Difference between revisions
Meta Platforms:Quarterly Results/2024 Q4 (view source)
Revision as of 10:40, 24 January 2025
, 24 January→Analysts estimates
| Line 83: | Line 83: | ||
!Y/Y | !Y/Y | ||
!2025 | !2025 | ||
! | !2026 | ||
!2027 | |||
|- | |- | ||
|Revenue<ref name=":0">https://finance.yahoo.com/quote/META/analysis/</ref> | |Revenue<ref name=":0">https://finance.yahoo.com/quote/META/analysis/</ref> | ||
| Line 91: | Line 92: | ||
|14.65% | |14.65% | ||
|$186.65 billion | |$186.65 billion | ||
| | | | ||
| | |||
|- | |- | ||
|EPS<ref name=":0" /> | |EPS<ref name=":0" /> | ||
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|14.60% | |14.60% | ||
|$25.36 | |$25.36 | ||
| | |||
| | | | ||
|- | |- | ||
|Family Daily Active People | |Family Daily Active People | ||
| | |||
| | | | ||
| | | | ||
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|- | |- | ||
|Ad revenue | |Ad revenue | ||
| | |||
| | | | ||
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|- | |- | ||
|Revenue- Reality Labs | |Revenue- Reality Labs<ref name=":1">https://visiblealpha.com/blog/meta-microsoft-earnings-preview/</ref> | ||
| | |$1.13 billion | ||
| | |6.0% | ||
| | |$502 million | ||
| | | | ||
|$2.64 billion | |||
|$3.32 billion | |||
|$4.64 billion | |||
|- | |- | ||
|Reality Labs operating loss | |Reality Labs operating loss<ref name=":1" /> | ||
| | |$-5.12 | ||
| | | -10% | ||
| | |$-4.34 billion | ||
| | | | ||
|$-19.49 billion | |||
|$-20.55 billion | |||
|$-19.48 billion | |||
|- | |- | ||
|Operating margin | |Operating margin | ||
| | |||
| | | | ||
| | | | ||
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| | | | ||
|- | |- | ||
|Capex | |Capex<ref name=":1" /> | ||
| | |$15.43 billion | ||
| | |103% | ||
| | |$12.33 billion | ||
| | | | ||
|$52.15 billion | |||
|$57.24 billion | |||
|$59.26 billion | |||
|} | |} | ||
'''Earnings revisions at Seeking Alpha in the last three months''' | '''Earnings revisions at Seeking Alpha in the last three months''' | ||
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|0 | |0 | ||
|} | |} | ||
'''Visible Alpha insights on earnings estimates''' | |||
* Estimates for capex in Q1 and full year 2025 have been moving higher<ref>https://visiblealpha.com/blog/meta-microsoft-earnings-preview/</ref>. | |||
* Estimates for Family of Apps and the Reality Labs revenue for Q4 have not changed since October due to continued strength in DAU performance across geographies, especially in the US and Europe. | |||
== Analysts opinions and insights == | == Analysts opinions and insights == | ||