The head of the head of the head, Mark Zuckerberg, appeared on September 25, 2024 in Meta Connect in Menlo Park, California.
David Paul Morris | Bloomberg | Getty image
Yuan It is scheduled to report the revenue in the fourth quarter after the end of the regular transaction.
This is expected by the analyst of LSEG voting:
- Earnings per share: $ 6.77
- income: 47.03 billion US dollars
Since October 30, social network giants report Revenue in the third quarter And said it will improve the low end of 2024 Capital expenditure guidance From $ 37 billion to $ 38 billion. At that time, the company’s stocks fell slightly in the transaction after get off work, showing that some investors were afraid, and may expenditure There are not too many computing infrastructure related to artificial intelligence, and I have not seen many recent returns.
CEO Mark Zuckerberg on Friday explain As part of the AI ​​strategy, Meta will invest 60 billion to 65 billion US dollars in capital expenditure in 2025. After that, Meta shares have set a record, indicating that as long as the investor is a large company’s expenditure, as long as it is more tolerant Related to AI Instead of still tranquility Meta -wordEssence
Josh Beck, managing director of Raymond James, said, “They are really determined to be excited when Meta’s AI spending.” “They will not be thrown in “Behind the cycle”
High cost related to AI has become More foresight After appearing last week DeepseekA Chinese laboratory that claims to create a large language model, has better performance, and less training is less than the training of its American peers.
Deepseek Unexplained claims Investment Bank William Blair analyst Ralph Schackart said it would not directly affect Meta’s AI expenditure immediately.
“Saudi said too much or loss without investing.”
Wall Street is expected to report the capital expenditure in the fourth quarter of $ 15.33 billion.
Investors want to know tiktok move From apple and Google U.S. app stores have affected Yuan. The company has provided a transaction to the creators to promote Instagram on other short -form video applications, including Tiktok, Snapchat and YouTube. CNBC report This week.
Meta said last week that its thread Weibo platform will begin Test advertisement In the United States and Japan. Advertising shows that Jasmine Enberg, chief analyst of Emarketer, said in an email that Meta tried to use Tiktok’s “volatility”.
Corporate relaxation Its content review policyEberg said, but it may pay attention to advertising customers.
“it “Eberger may wait for politically full of political social media environment to be smarter.”
