$Meta Platforms, Inc.(FB)$Tiktok and Youtube are taking market shares from them, but look at the bigger picture. FB, whatsapp, FB messenger and instagram remains top 5 social media in terms of DAU, they are trying their best to copy Tiktok by implementing Reels which is their biggest growth driver for their social media platform.
Once they figured out a way to monetize more from Reels, Apple IOS headwind would no longer be a big issue. Though, be prepared to hold the stock long term, as the headwind will persist throughout the 1st half of 2022.
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Comments
他们已经让instagram提要几乎无法使用广告和“推荐帖子”。想象一下,他们增加了从卷轴赚钱的方法,更多的人将离开平台。
唯一的希望是元宇宙。