Meta Platforms Inc Class A (META)
Meta wins antitrust trial as judge denies that it's a monopoly
After five years, Meta has emerged victorious from a U.S. Federal Trade Commission (FTC) lawsuit over its acquisitions of Instagram and WhatsApp.
Meta's chief revenue officer Hegeman leaves to launch startup
Meta's chief revenue officer John Hegeman said on Tuesday he will leave the Facebook parent to launch his own startup, marking a key leadership change amid the social media company's pursuit of superintelligence.
Meta Defeats FTC's Antitrust Case Alleging Social-Media Monopoly
The ruling denies the agency's attempt to force the company to unwind its Instagram and WhatsApp acquisitions.
Meta Did Not Violate Antitrust Law, Judge Rules
Meta's acquisitions of Instagram and WhatsApp did not illegally stifle competition in social networking, a judge found, a major win for the tech giant.
Meta wins antitrust lawsuit over its acquisitions of WhatsApp and Instagram
Meta wins antitrust lawsuit as judge rules FTC failed to prove monopoly claims. FTC alleged Meta's Instagram and WhatsApp acquisitions harmed social networking competition.
Meta Platforms Drops 18% in a Month: Buy, Sell or Hold the Stock?
META shares drop due to growing spending on AI infrastructure, although AI integration is driving user engagement across platforms.
Meta Chief Revenue Officer Leaves to Form Own Startup
John Hegeman has worked on the Facebook app and monetization efforts since joining the social-media company in 2007.
Meta Platforms Q3: Back To Accounting Basics
A few accounting items in Meta Platforms, Inc.'s Q3 earnings report can cause underestimation of its true economic profits, growth potential, and also valuation appeal. The large GAAP/non-GAAP EPS divergence for META is due to a non-cash, non-recurring $15.93B tax charge unrelated to META's core operating performance. META's aggressive CAPEX is primarily growth-oriented. Maintenance CAPEX is much lower, and owner's earnings are much higher.
AI's great power grab continues in spite of bubble fears
Anyone who thought the surge in artificial intelligence spending might ease should look away now. UBS notes that America's big four cloud providers have unveiled yet another round of eye-watering investment plans.
Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild?
Meta Platforms' post-earnings selloff reflects investor concern that its accelerating AI capex cycle could mirror the metaverse bust of 2021-2022. This was exacerbated by the lack of a corresponding uplift in near-term growth guidance, while management acknowledges continued margin compression to support ongoing AI infrastructure deployments and additional technical hires. The following analysis will examine parallels between META's AI investments and its metaverse cycle to assess shared risks and how the company's positioned to mitigate the potential shortfalls.
Meta: P/E 24 Means Failure, But Success Is Possible
Meta Platforms (META) remains a Buy despite recent disappointments in AI product launches and market skepticism about increased AI spending. META's core business is stable with growing revenue and gross profit, and the profit drop was due to a one-time tax write-off. Llama's open-source adoption in B2B and integration by major cloud providers positions META as a potential central player in decentralized AI.
How Bad Can Things Get For Meta Stock?
Meta Platforms (META) stock has dropped about 16% over the past 21 trading days. This recent decline signals renewed worries regarding slowing user growth and substantial investments in artificial intelligence and reality labs, but significant drops like this often raise a more difficult question: is this weakness temporary, or an indication of deeper issues in the narrative?
