🚨 META Q1: Big Beat, Still Cheap?

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🚨 META Q1: Big Beat, Still Cheap?

我真係好犀利
2025-05-01

$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed.

✅ Revenue: $36.46B (+16% YoY) — beat
✅ EPS: $4.71 — beat by 24%
✅ Daily Active People: 3.43B (+6%)
✅ Ad pricing: +10% YoY
✅ Operating margin: 41% (was 33%)

Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.

📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.

📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.

🔥 Still bullish on META? Or is CapEx too much too soon?
Drop your thoughts 👇

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

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Mortimer Arthur
·2025-05-02
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Meta和Tarrifs没有任何关系。无论地理位置如何，财富的分配都将继续。除非有人开始对社交媒体和免费信息流征税。元至800美元。
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Valerie Archibald
·2025-05-02
if the stock and company is so good why is the dividend history so 🚽
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Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.<hr>🔥 Still bullish on META? Or is CapEx too much too soon? Drop your thoughts 👇</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> just crushed earnings — and the market noticed.✅ Revenue: $36.46B (+16% YoY) — beat ✅ EPS: $4.71 — beat by 24% ✅ Daily Active People: 3.43B (+6%) ✅ Ad pricing: +10% YoY ✅ Operating margin: 41% (was 33%)Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.<hr>🔥 Still bullish on META? Or is CapEx too much too soon? Drop your thoughts 👇</body></html>","text":"$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed. ✅ Revenue: $36.46B (+16% YoY) — beat ✅ EPS: $4.71 — beat by 24% ✅ Daily Active People: 3.43B (+6%) ✅ Ad pricing: +10% YoY ✅ Operating margin: 41% (was 33%) Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow. 📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits. 📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming. 🔥 Still bullish on META? Or is CapEx too much too soon? Drop your thoughts 👇","highlighted":1,"essential":2,"paper":2,"likeSize":243,"commentSize":2,"repostSize":13,"favoriteSize":0,"link":"https://ttm.financial/post/430325737566288","repostId":0,"isVote":1,"tweetType":1,"viewCount":3533,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":621,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":430648249155720,"commentId":"430648249155720","gmtCreate":1746170100445,"gmtModify":1746170105507,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":430325737566288,"objectIdStr":"430325737566288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Meta和Tarrifs没有任何关系。无论地理位置如何，财富的分配都将继续。除非有人开始对社交媒体和免费信息流征税。元至800美元。","text":"Meta和Tarrifs没有任何关系。无论地理位置如何，财富的分配都将继续。除非有人开始对社交媒体和免费信息流征税。元至800美元。","html":"Meta和Tarrifs没有任何关系。无论地理位置如何，财富的分配都将继续。除非有人开始对社交媒体和免费信息流征税。元至800美元。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":430648956035152,"commentId":"430648956035152","gmtCreate":1746170180233,"gmtModify":1746170185201,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":430325737566288,"objectIdStr":"430325737566288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"if the stock and company is so good why is the dividend history so 🚽","text":"if the stock and company is so good why is the dividend history so 🚽","html":"if the stock and company is so good why is the dividend history so 🚽","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}