For the quarter ended September 2024, Meta Platforms (META) reported revenue of $40.59 billion, up 18.9% over the same period last year. EPS came in at $6.03, compared to $4.39 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $40.21 billion, representing a surprise of +0.95%. The company delivered an EPS surprise of +16.18%, with the consensus EPS estimate being $5.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Facebook owner Meta Platforms beat analysts’ estimates for third-quarter revenue and profit on Wednesday, but warned of “significant acceleration” in infrastructure expenses related to its artificial-intelligence buildout, sending mixed signals about whether higher digital ad sales from its core social media business would continue to cover its massive AI investments.Shares of the Menlo Park, Calif.-based firm fell 2.5% in after-hours trading.The world’s biggest social media company, headed by CEO Mark Zuck ...

Meta Platforms (META) came out with quarterly earnings of $6.03 per share, beating the Zacks Consensus Estimate of $5.19 per share. This compares to earnings of $4.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.18%. A quarter ago, it was expected that this social media company would post earnings of $4.70 per share when it actually produced earnings of $5.16, delivering a surprise of 9.79%.Over the last four quarters, t ...

业绩总结 - Q3 2024的广告收入为398.85亿美元，较Q3 2023增长了约18%[3] - 家庭应用程序的收入为403.19亿美元，较Q3 2023增长了约5%[3] - Q3 2024的净收入为156.88亿美元，较Q3 2023增长了约174%[6] - 每股稀释收益为5.33美元，较Q3 2023增长了约203%[7] - Q3 2024的资本支出为67.63亿美元，较2023年同期减少了约26%[8] - Q3 2024的有效税率为12%[5] 用户数据 - 家庭日活跃用户（DAP）为32.4亿，较Q3 2023增长了约7%[10] - 每用户平均收入（ARPPU）为9.44美元，较Q3 2023下降了约14%[12] - 广告印象同比增长21%[14] - 广告平均价格同比下降6%[18] 现金流与资本支出 - 2023年第三季度的净现金来自经营活动为204.02亿美元[24] - 2023年第三季度的自由现金流为136.39亿美元[24] - 2023年第三季度的资本支出为64.96亿美元[24] - 2024年第一季度的自由现金流预计为125.31亿美元[24] - 2024年第二季度的自由现金流预计为108.98亿美元[24] - 2024年第三季度的自由现金流预计为155.22亿美元[24] 用户活动与数据限制 - 2024年第一季度全球日活跃用户中，估计少于3%为违规账户[30] - 2024年第一季度的用户活动估计基于内部样本和用户调查数据[29] - 用户地理位置的收入估计受到数据限制和测量挑战的影响[31] - 自由现金流（FCF）不应单独考虑，需结合其他GAAP财务指标分析[24]

文章核心观点 - 公司第三季度收益超出分析师预期,得益于人工智能(AI)需求的增长 [1][2][3] - 公司提高了全年资本支出的下限,以投资于人工智能 [3] - 公司预计第四季度收入将在450亿美元至480亿美元之间 [4] 公司财务表现 - 公司第三季度收入为405.9亿美元,同比增长18.6%,超出分析师预期的402.7亿美元 [2] - 公司第三季度净利润为156.9亿美元,同比增长35.4%,超出分析师预期的135.8亿美元 [2] - 广告收入占公司总收入的绝大部分,达到398.9亿美元,同比增长18.6% [3] 人工智能投资 - 公司CEO表示,公司在应用程序和业务中的人工智能进展良好 [3] - 公司还看到了Meta AI、Llama采用和基于AI的眼镜等方面的强劲势头 [3] - 公司将全年资本支出的下限从370亿美元提高到380亿美元,以投资于人工智能 [3]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Meta's blowout year continues after the company reported another stellar financial quarter on Wednesday. Shares fell in after-hours trading. Wall Street analysts had high expectations for the Instagram and WhatsApp parent company, projecting an 18% jump in sales year over year. The company reported $40.6bn in sales, a 19% increase year over year that outpaced investor expectations of $40.19bn. Meta, which saw a 25% jump in its share price over the past two months, reported $6.03 in earnings per share (EPS), ...

业绩表现 - Meta平台在第三季度轻松超过华尔街分析师的预期每股收益较上年同期增长37%至摊薄后的6.03美元总营收增长19%至406亿美元分析师此前预期每股收益为5.25美元营收为402.9亿美元[1] - Meta旗下FacebookInstagram和WhatsApp的日活跃用户数量达到32.9亿较上年同期增长5%[2] 未来预期 - Meta预计第四季度营收在450亿至480亿美元之间[3] - 公司预计2024年全年资本支出为380亿至400亿美元较之前370亿至400亿美元的指引略有上升[4] 行业情况 - 社交媒体行业本周早些时候得到重大认可Reddit公布自2023年上市以来的首次盈利其股价周三飙升40%Snap Inc.周二稳健的财务业绩及其发布更简化更用户和广告商友好的Snapchat应用程序的计划也受到类似的热情欢迎[5] - Meta的季度报告备受期待因为市场整体对技术特别是人工智能的追捧亚马逊和苹果将于周四公布业绩[6]

ToplineShares of Meta Platforms fell by more than 3% as the company reported earnings and revenue that beat Wall Street expectations Wednesday.Meta logo at their headquarters in Menlo Park, California. (Photo by Kelly Sullivan/Getty Images for ... [+] Facebook)Getty Images for Facebook Key FactsMeta reported $6.03 earnings per share and $40.5 billion in revenue in the third quarter of 2024, compared to analyst expectations of $5.22 earnings per share and $40.2 billion in revenue, according to FactSet. Dail ...

财务数据 - 第三季度总收入为405.89亿美元，同比增长19%[2] - 公司总收入为40,589百万美元，同比增长19%[24] - 广告收入为39,885百万美元，同比增长18%[24] - Family of Apps业务收入为40,319百万美元，同比增长19%[24] - Reality Labs业务收入为270百万美元，同比增长29%[24] - 公司总利润为17,350百万美元，同比增长26%[28] - 现金及现金等价物为43,852百万美元[22] - 资产总额为256,408百万美元[22] - 负债总额为91,879百万美元[22] - 公司第三季度GAAP收入为40,589百万美元，同比增长19%[29] - 剔除汇率影响后,第三季度收入为41,133百万美元,同比增长20%[29] - 第三季度广告收入为39,885百万美元,同比增长19%[29] - 剔除汇率影响后,第三季度广告收入为40,423百万美元,同比增长20%[29] - 第三季度经营活动产生的现金流为24,724百万美元[29] - 第三季度资本支出为8,258百万美元,自由现金流为15,522百万美元[29] 用户数据 - 家庭日活跃用户达32.9亿，同比增长5%[3] 成本和支出 - 全年预计总支出将在960-980亿美元之间，其中现实实验室业务的亏损将大幅增加[5] - 全年资本支出预计在380-400亿美元之间，2025年将显著加速[6] - Family of Apps业务利润为21,778百万美元，同比增长24%[28] - Reality Labs业务亏损为4,428百万美元[28] 广告数据 - 广告展示量同比增长7%，平均广告价格同比增长11%[3] 监管环境 - 公司正密切关注欧盟和美国的监管环境,这可能会对业务和财务业绩产生重大影响[7]