📢 Meta Q1 2025: AI-fueled growth + profit machine

港記
05-01

$Meta Platforms, Inc.(META)$ just dropped another strong quarter — and it’s more than just a rebound story.

✅ Revenue up 27%
✅ Net income up 35%
✅ Daily active users? A mind-blowing 3.43 billion people across the Meta family (yes, Facebook is very much alive).

🧠 AI is the real story
Meta isn’t just throwing billions at the metaverse — it’s quietly building some of the world’s most powerful AI-driven ad systems. The result?

  • Ad revenue up 16% to $41.4B (would be +19% FX-neutral)

  • Family of Apps operating margin rose from 39.9% → 52.6% over 2 years

  • Advertisers are paying more because targeting is just that good 🎯

💸 CapEx: All-in on AI
2024: $39.2B
2025 forecast: raised to $64–72B (!)

That’s not for VR goggles — it’s going into AI infrastructure: better models, faster data centers, more compute power. Meta’s betting big because demand is real — and paying off.

💰 Buybacks + cash flow

  • $13.4B in buybacks this quarter

  • Free cash flow dipped (CapEx effect), but operating cash flow rose nearly 25%

  • Expect billions in FCF once CapEx normalizes

⚠️ What’s the catch?
EU regulators are challenging Meta’s ad-free subscription model under the DMA. Could impact European numbers by Q3 — but Meta’s fought similar battles before (and usually wins or pays to move on).

📉 P/E still around 23x despite this growth… undervalued?

Is Meta the most “AI-profitable” company right now?
Or are these CapEx bets too aggressive?

👇 Let’s hear your take. Meta bull, bear, or just watching for Amazon next?

# 🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?

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  • Mortimer Arthur
    ·05-02
    If this is the best and highest results for Meta then the 52 week high of 740$ is not far away.
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  • Enid Bertha
    ·05-02
    META should be $600 by now....
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