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Meta Platforms:Quarterly Results/2024 Q4: Difference between revisions
Meta Platforms:Quarterly Results/2024 Q4 (view source)
Revision as of 11:45, 30 January 2025
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* Li said their Image Animation tool launched in October has received great adoption, with hundreds of thousands of advertisers using it monthly. | * Li said their Image Animation tool launched in October has received great adoption, with hundreds of thousands of advertisers using it monthly. | ||
=== Capital expenditure === | === Capital expenditure and total expenses === | ||
* Li said they are pursuing capital efficiency by extending the useful life of their servers and related equipment and that this will enable them to use their " non-AI and AI servers for a longer period of time before replacing them, which we estimate will be approximately 5.5 years." However, the capex and depreciation savings from this efficiency program have already been included in their guidance. | |||
* They are also pursuing efficiency by deploying their custom MTIA silicon in areas where they can achieve a lower cost of compute. | |||
* The focus continues to be adding technical support. Li said '''in Q4, nearly 90% of their year-over-year headcount growth was within the R&D function, the remaining went to infrastructure headcount.''' | |||
* Li said their efficiency focus in the last two years has led to significant improvement in internal processes and developer tools. '''She said they now have an AI-powered coding assistant, which enables developers to write codes faster.''' | |||
=== Trump's administration === | === Trump's administration === | ||