Meta/Facebook

Google

Recently, OpenAI has made new moves in monetization, predictably targeting two lucrative tracks—short videos and e-commerce advertising. Dolphin Research provides a brief commentary first, and will further discuss the impact of OpenAI's accelerated monetization in the value reassessment study of $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US). Stay tuned. 1. Is AI video content really suitable for 'social'? Let's first talk about the planned video social platform, which is a platform entirely for AI model Sora 2 to generate and publish videos, where users can create video clips up to 10 seconds long...

Alphabet

Alphabet - C

OpenAI

OpenAI wants to cut the fat, who will lose a layer of skin?

The following is organized by Dolphin Research, regarding the $Meta Platforms(META.US) Q2 2025 Earnings Call Minutes. For financial report interpretation, please refer to &#34;Meta's Unstoppable Surge!&#34; 1. Review of Core Financial Information: 2. Detailed Content of the Earnings Call 2.1, Executive Statements of Core Information: 1. Business Progress 1) Overall Performance - The number of daily users of Meta applications worldwide exceeds 3.4 billion, maintaining a high level of overall engagement. - AI systems have begun to show signs of self-improvement, with the improvement rate being slow but the trend clear...

Meta Platforms

Exelon

Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next year

Financial Analysis

Hello everyone, I am Dolphin Research! $Meta Platforms(META.US) released its Q2 2025 earnings report after the market closed on July 31st, Eastern Time. Unlike the concerns before the earnings report about tariffs, EU antitrust litigation, and aggressive hiring affecting short-term profitability, Meta's actual performance once again impressed. In simple terms, the aforementioned concerns can all be dismissed. Specifically: 1. Strong tailwind in advertising: Advertising revenue grew by 21.5%, accelerating quarter-on-quarter. According to advertiser surveys, not only is the impact of tariffs minimal, but Advantage+ and Reels are also continuously driving intrinsic growth in advertising...

SentinelOne

Meta’s “Off-the-Charts” Surge

Conference Minutes

Below is the $Meta Platforms(META.US) Q1 2025 earnings call Minutes. For the earnings review, please refer to &#34;TikTok's loss, Meta's gain, Zuckerberg's AI ambitions soar&#34;. 1. Key financial metrics 1. Total revenue for Q1 was $42.3 billion, up 16% YoY, or 19% on a constant currency basis. Total expenses for Q1 were $24.8 billion, up 9% from last year. 2. By segment, cost of revenue increased 14%, mainly driven by higher infrastructure costs and payments to partners...

Minutes: Create a personalized Meta AI for everyone

TikTok 劫，Meta 爽，老扎 AI 野心再膨胀！

The following is the summary of the Q4 2024 earnings conference call for $Meta Platforms(META.US) (including the Callback session). For a review of the financial report, see &#34;Meta: Why is the market not panicking this time as Zuck is excitedly spending money again?&#34; 1. Overview of Financial Indicators (1) In Q4 2024, Meta achieved total revenue of $48.4 billion, a year-on-year increase of 21% (also a 21% increase when calculated at constant exchange rates). During the same period, the company's total expenses were $25 billion, a year-on-year increase of 5%. (2) Operating costs increased by 15% year-on-year...

Meta (Minutes including small meetings): "Every year" is a key year, and this year is not just about Meta AI

Hello everyone, I am Dolphin Jun! $Meta Platforms(META.US) released its Q4 2024 financial report after the market close on January 29th Eastern Time. Specifically, here are the core points: 1. Is the guidance controversial? No thunder, no sugar: Standing at the window of the fiscal year-end, the market generally pays more attention to the company's operational plans and performance guidance for the next fiscal year compared to the current performance. Even a good guidance can make funds overlook the &#34;thunder&#34; of the current performance. Therefore, Dolphin Jun first looks at the guidance: (1) The revenue guidance range for Q1 2025 is between $39.5 billion and $41.8 billion, with a growth rate of 8% to 15%...

Meta: Once again, Zuckerberg is excited to spend money. Why is the market not panicking this time?

Key points from Meta's Q3 2024 earnings conference call

Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)

With expectations fully priced in, surprises are already few.

Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?

Official Account

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