Meta Platforms:Quarterly Results/2023 Q1: Difference between revisions

Meta Platforms:Quarterly Results/2023 Q1 (view source)

Revision as of 11:49, 17 April 2023

16 bytes removed , 17 April 2023

→‎Recent Commentaries

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 == Recent Commentaries ==
-=== Evercore's Mark Mahaney - 4. April<ref>https://www.youtube.com/watch?v=2zRc3CY0HxU (min 0:00-2:21)</ref> ===
+=== Evercore's Mark Mahaney - 4. April ===
-Mark Mahoney is bullish on Meta. He believes that:
+Mark Mahoney is bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=2zRc3CY0HxU</ref>:
 * Meta is still cheap. It's currently trading at 13 times the earnings.
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 * Multiples and estimates have been derisked in tech industry.
-=== Jefferies' Brent Thill<ref>https://www.youtube.com/watch?v=MZm9ckqBLoc&t=86s</ref> ===
+=== Jefferies' Brent Thill ===
-Brent Thill is also bullish on Meta. He believes that:
+Brent Thill is also bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=MZm9ckqBLoc&t=86s</ref>:
 * Expense savings, revenue acceleration and advertisers coming back to the platform, as well as reaccelaration of REELS usage will result in 12-14 dollar '''(Moritz:EPS?)''' earnings story.
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 * He doesn't think TikTok will be banned in US.
-=== CNBC<ref>https://www.cnbc.com/video/2023/03/21/morgan-stanley-says-buy-meta.html</ref> ===
+=== CNBC ===
-Traders speaking on CNBC were bulish on Meta. They argued that:
+Traders speaking on CNBC were bulish on Meta. They argued that<ref>https://www.cnbc.com/video/2023/03/21/morgan-stanley-says-buy-meta.html</ref>:
 * Meta still has more room for cost cuts. It added 90,000 jobs in the last four quarters but has only layed off 19,000.