META Earnings Prediction
The chart below shows how META performed 10 days before and after its earnings report, based on data from the past quarters. Typically, META sees a -1.65% change in stock price 10 days leading up to the earnings, and a +4.87% change 10 days following the report. On the earnings day itself, the stock moves by -0.14%. This data can give you a slight idea of what to expect for the next quarter's release.
META Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
48.38B
20.63%
19.21%
Gross Margin
81.75%
0.86%
-0.10%
Operating Margin
48.48%
10.91%
13.35%
Net Margin
43.07%
18.39%
11.44%
EPS
7.98
50.57%
32.34%
No Data Available
META Earnings Analysis
Meta Platforms Inc Corporation (META.O) Earnings Conference Call
Positive
Strong Revenue Performance: Q4 total revenue was $48.4 billion, up 21% year over year, indicating strong financial performance.
Strong Q4 Operating Income: Operating income for Q4 was $23.4 billion, representing a robust 48% operating margin, showcasing effective cost management.
Family of Apps Revenue Growth: Family of Apps revenue reached $47.3 billion in Q4, also up 21% year over year, driven by strong ad revenue growth.
Meta AI User Growth: Meta AI usage has scaled to over 700 million monthly active users, reflecting significant customer growth and engagement.
Dividend Payout Commitment: The company paid $1.3 billion in dividends to shareholders, demonstrating a commitment to returning capital to investors.
Negative
Rising Operational Costs: Q4 total expenses increased by 5% to $25 billion, despite a favorable impact from legal accrual reductions, indicating rising operational costs.
Reality Labs Operating Loss: Reality Labs segment reported a $5 billion operating loss in Q4, highlighting ongoing challenges in monetizing this segment despite a slight revenue increase.
R&D Compensation Increase: Employee compensation costs in R&D rose by 16%, contributing to overall expense growth and indicating pressure on profitability due to higher labor costs.
Projected Expense Growth: The projected total expenses for 2025 are expected to range between $114 billion and $119 billion, driven primarily by infrastructure costs and employee compensation, suggesting significant financial strain ahead.
Projected Capital Expenditures 2025: The anticipated capital expenditures for 2025 are projected to be between $60 billion and $65 billion, indicating a continued high level of investment without immediate returns, which could impact cash flow.
META FAQs
How does META typically perform around its earnings report dates?
Is Meta Platforms Inc (META) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
META Earning Call Sentiment
Earnings call transcript: Meta Platforms beats Q4 2024 forecasts, stock rises
META.O
-4.35%Positive
The earnings call highlights strong financial performance with a 48% operating margin and significant ad revenue growth. Despite increased Reality Labs losses, optimistic guidance and strategic investments in AI and infrastructure bolster positive sentiment. The Q&A reveals management's focus on AI development and monetization, though some responses were unclear. NULLtheless, the overall positive trajectory in financials and strategic initiatives, along with increased dividends, suggests a likely positive stock price movement.
