📅 Earning Release : April 30, 2025💼 Company: Meta Platforms, Inc. (META)📊 Revenue: $42.3B (+16% YoY)💡 Theme: From ads to AI glasses — Meta’s future is intelligent and immersive.🚀 In This Episode:We explore how Meta kicked off 2025 with strong revenue, aggressive AI investment, and surging engagement across its apps. Despite a slight EPS miss and increasing regulatory heat in Europe, Meta is all-in on transforming user experience and business efficiency with AI.📌 Key Highlights:Q1 Revenue: $42.3B, up 16% YoY (19% in constant currency)Operating Income: $17.6B with 41% marginFree Cash Flow: $10.3BNet Income: $13.7B, 32% marginRepurchased $13.4B in shares, paid $1.3B in dividendsQ2 guidance: $42.5B–$45.5B🌐 3.4B+ daily users across Meta’s apps📈 Threads: 350M MAUs, +35% time spent📷 Instagram: +6% time spent👍 Facebook: +7% time spent📲 WhatsApp: 3B+ users, 100M+ in U.S.🧵 WhatsApp Status & IG Reels see billions of daily viewsImproved AdvertisingAI creative tools used by 30% more advertisersNew Reels model: +5% conversion rateGEM ads model: 2x more efficientAdvantage+ campaigns & AI attribution toolsMore Engaging ContentBetter recommendations = more time spentInteractive and personalized experiences on the riseBusiness MessagingAI agents coming to WhatsApp & MessengerVision: Every business to have an AI agent like they have websites todayMeta AI PlatformNearly 1B active users across appsPersonalized experiences, voice, visual contentStrongest engagement from WhatsApp, followed by FacebookStandalone Meta AI app launched in U.S.AI Devices (Wearables & VR)🕶️ Ray-Ban Meta AI Glasses: sales tripled YoYLive translation & voice features rolled out🎮 Quest 3S making VR more accessibleFuture vision: glasses as the form factor of the MetaverseReleased first Llama 4 models — intelligent, multimodal, low-latency“Behemoth” model with 17B parameters per expertBuilding infra for fast deployment & high personalizationCapEx revised up to $64B–$72B for 2025, focused on AI infraEU says “subscription with no ads” may violate DMA🧾 16% of revenue exposed to EU changesMeta to appeal but may face revenue impact by Q3📉 Lower gaming ad revenue due to tough YoY comps🧮 Ad spend dip from Asia-based U.S. exporters amid policy shiftsRevenue: $412M, down 6% YoYExpenses: $4.6B, up 8%Operating loss: $4.2BFocus on scaling AI Glasses, similar to other major consumer devicesLong-term monetization play post-user growth🎙️ Why Listen?Mark Zuckerberg says Meta is building toward full general intelligence. This episode unpacks how Meta is turning vision into reality through massive AI investments, community expansion, and device innovation.🔔 Subscribe for more episodes breaking down earnings, innovation, and long-term investing.#MetaQ1 #MetaAI #MetaGlasses #RealityLabs #Zuckerberg #Threads #Facebook #Instagram #WhatsApp #TechStocks #Investing #MenHobbyInvesting💰 Financials🌍 Community & Engagement🤖 5 Pillars of Meta’s AI Strategy🧠 AI Infrastructure & Llama 4🔍 Regulatory & Macro Headwinds🧪 Reality Labs Snapshot

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