[PODCAST] The Future of Meta Platforms (Ticker: META)
Returning guest Rihard Jarc
YouTube
Spotify
Apple Podcasts
We brought back Rihard Jarc to the podcast to discuss Meta Platforms. Rihard is one of the foremost experts on the company and its stock.
Meta shares are up 500% in the last two years:
At the bottom, Meta stock had a market cap of $250 billion (or thereabouts). Just a few years later, the Family of Apps segment is generating close to $80 billion in operating income. That is less than 5x earnings.
I know, I can hear you, the Reality Labs segment drags down consolidated earnings. But we can clearly see an inflection in Meta, and the stock was dirt cheap in late 2022. Rihard was one of the only vocal bulls at the time.
On the episode, we cover:
(00:00) Introduction to Meta Platforms
(02:20) The Surge of Meta's Stock
(05:19) Core Business Performance: Facebook, WhatsApp, and Instagram
(18:14) Instagram's Evolution and Competition
(27:07) Artificial Intelligence and Monetization Strategies
(35:22) Meta's Infrastructure and AI Revenue Opportunities
(37:38) AI's Role in Advertising and Customer Engagement
(39:37) Ray-Ban Smart Glasses: A New Era of Wearable Tech
(43:37) Meta's Competitive Edge Against Google
(47:03) Strategic Investments: Meta's Subsea Cable Initiative
(51:49) Work Culture and Leadership at Meta
(56:15) The Metaverse: Current Status and Future Prospects
(01:00:44) Stock Outlook: Meta's Future in the Market
Check it out at the links above. Hope you enjoy the episode!
-Brett
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