Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions

Meta Platforms:Quarterly Results/2025 Q2 (view source)

353 bytes added , 24 July

6,572

edits

@@ Line 172: / Line 172: @@
 === Ad checks were positive during the quarter ===
-* Buy, $655->$855: Stifel analyst Mark Kelley [https://uk.finance.yahoo.com/news/analysts-stay-bullish-meta-cautious-002416517.html said] April was slow initially when it come to ad spend but there has been improvement, with June being the best month in the quarter.
+* Deutsche Bank research [https://news.futunn.com/en/post/59437563/meta-s-q2-earnings-preview-advertising-revenue-exceeds-expectations-ai?level=1&data_ticket=1753353470341042 indicates] that ad spend on Meta grew 1% quarter-over-quarter in Q2, and there is a trend for further acceleration in Q3. It added that industry spending remains strong overall.
+* Buy, $655->$855: Stifel analyst Mark Kelley [https://uk.finance.yahoo.com/news/analysts-stay-bullish-meta-cautious-002416517.html said] April was slow initially when it come to ad spend but there has been improvement, with June being the best month in the quarter.
 * Buy, $803: Citi [https://thefly.com/permalinks/entry.php/id4159291/0342276161/META-Meta-Platforms-positioned-for-Q-beat-says-Citi said] it expects Meta to report better than expected earnings for Q2 since online advertising environment is strengthening.
 * Buy, $765->$775: Bofa [https://thefly.com/permalinks/entry.php/id4159195/0342276161/META-Meta-Platforms-price-target-raised-by--at-BofA-heres-why said] their advertising channel checks indicate improving ad spend since April.