TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Meta Platforms

    • Nadella, Pichai and Zuck

      From the pages of CEORater: I would take Microsoft CEO Satya Nadella over Google’s Sundar Pichai on most days and over Meta’s Mark Zuckerberg everyday and twice on Sunday.

    • META Shares Are Rich

      META shares are rich, especially when one considers the prospect of anemic revenue growth. Related TEK2day META article from May 29th 2023: META’s Ad Problem

    • Apple’s New AR Headset Won’t Move The Needle But May Hurt Meta..

      Apple Vision Pro demo (YouTube, duration: 18:00): Apple Vision Pro commentary (YouTube, duration: 4:31):

    • META’s Ad Problem

      META’s value proposition to Ad Buyers was permanently impaired by Apple’s implementation of permission-based Ad tracking which has negatively impacted META’s price per ad metric for almost two years (see chart and table below). Further adding to META’s Ad woes, Google will phase out third-party cookies next year and replace them with its Privacy Sandbox.…

    • Meta’s Deepfake

      The cynic in me has never believed that Meta has been honest about the number of active users on its platform, daily usage, user engagement, etc. First, I’ve previously quoted the Pew Research survey below (first chart). My personal experience with young people in my family reflects the Pew survey data represented in the chart…

    • META Is Lost

      It feels like META gave these poor performance reviews in order to not get crosswise with California employment law ahead of more planned employee terminations. My view is that META will never find its way back in terms of making Facebook and Instagram the “destination” platforms they once were. Facebook lacks a product identity. Instagram…

    • New YouTube Chief: Neal Mohan

      Neal Mohan is YouTube’s Chief Product Officer and will replace Susan Wojcicki who is stepping down. I like that a Product person will lead YouTube. It is mission critical to have “product” at the center of these massive content platforms to ensure optimal user experiences (Look to Meta Platforms for examples of how to ruin…

    • META and The Market

      At some point the market has got to reconcile with economic reality. META is a case in point. From a macro standpoint, we have a softening macro-economic backdrop and the Fed continues to tighten. We’re not pivoting anytime soon and we will have a long Fed pause before rates come down and before QT stops.…

    • META: Where Will Growth Come From?

      Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META’s…

    • YouTube & The NFL

      The WSJ reports that YouTube is negotiating with the NFL for exclusive rights to broadcast NFL Sunday Ticket.