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Meta Platforms:Quarterly Results/2025 Q1: Difference between revisions
Meta Platforms:Quarterly Results/2025 Q1 (view source)
Revision as of 19:56, 22 April 2025
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=== Chinese advertisers have cut ad spend === | === Chinese advertisers have cut ad spend === | ||
* Citing the Information and Search Engine Land, Mizuho [https://www.investing.com/news/analyst-ratings/mizuho-cites-chinese-ad-cuts-competition-in-meta-stock-outlook-93CH-3986549 pointed out] that Chinese advertisers have reduced their ad spend due to the tariffs. | * Citing the Information and Search Engine Land, Mizuho [https://www.investing.com/news/analyst-ratings/mizuho-cites-chinese-ad-cuts-competition-in-meta-stock-outlook-93CH-3986549 pointed out] that Chinese advertisers have reduced their ad spend due to the tariffs. | ||
* Buy, $710->$525: MoffettNathanson [https://www.tradingview.com/news/reuters.com,2025:newsml_L4N3R00UQ:0-meta-s-ad-revenue-from-chinese-e-retailers-at-risk-on-trade-worries-moffettnathanson-says/ said] Meta's financial performance could be materially hit this year as Chinese advertisers pull back marketing spend due to escalating U.S.-China trade tensions. The analysts added that the end of de minimis rule, which allowed goods below a certain threshold value to enter the U.S. could impact Chinese advertiser demand on Meta Platforms. They added that Temu and Shein were responsible for the spike in Meta's ad dollars in 2023. They added that cost-cutting measures are unlikely to absorb the hit. | * Buy, $710->$525: MoffettNathanson [https://www.tradingview.com/news/reuters.com,2025:newsml_L4N3R00UQ:0-meta-s-ad-revenue-from-chinese-e-retailers-at-risk-on-trade-worries-moffettnathanson-says/ said] Meta's financial performance could be materially hit this year as Chinese advertisers pull back marketing spend due to escalating U.S.-China trade tensions. The analysts added that the end of de minimis rule, which allowed goods below a certain threshold value to enter the U.S. could impact Chinese advertiser demand on Meta Platforms. They added that Temu and Shein were responsible for the spike in Meta's ad dollars in 2023. They added that cost-cutting measures are unlikely to absorb the hit. It [https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-22-25/card/meta-could-be-facing-7-billion-in-lost-revenue-from-china-JNEPmx4OXm0YWcTimCqQ?siteid=yhoof2 estimates] that Meta could lose $7 billion revenue this year due to the tariffs. | ||
=== Meta is likely to reiterate its 2025 opex and capex guidance === | === Meta is likely to reiterate its 2025 opex and capex guidance === | ||