Profile - To The Moon

Superlin

Posts · 3Posts · 3
Following · 0Following · 0
Followers · 0Followers · 0

- SuperlinSuperlin
  ·2024-07-27
  Share your opinion about this news…
  Meta Earnings Preview: AI Advancements, Revenue Growth and CapEx Spending in Focus
  Analysts expect Meta's Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg's unanimous expectations.Meta Platforms is sch
  Meta Earnings Preview: AI Advancements, Revenue Growth and CapEx Spending in Focus
  345 Comment
  6
  Share
  Report
- SuperlinSuperlin
  ·2024-07-03
  Share your opinion about this news…
  Nvidia Is the Fifth Most Profitable Company in the S&P 500. Here Are the 4 That Beat It
  $NVIDIA Corp(NVDA)$ has been on top of the world in recent years, riding high on the wave of artificial intelligence. Yet in terms of profitability, it isn’t the best performer in the S&P 500.Nvidia’
  Nvidia Is the Fifth Most Profitable Company in the S&P 500. Here Are the 4 That Beat It
  169 Comment
  Like
  Share
  Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4098944709643850","uuid":"4098944709643850","gmtCreate":1635917283790,"gmtModify":1635917283790,"name":"Superlin","pinyin":"superlin","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":104,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.15","exceedPercentage":"93.98%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.29","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":332010497638512,"gmtCreate":1722087328642,"gmtModify":1722087956631,"author":{"id":"4098944709643850","authorId":"4098944709643850","name":"Superlin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098944709643850","authorIdStr":"4098944709643850"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332010497638512","repostId":"1129344563","repostType":2,"repost":{"id":"1129344563","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722047400,"share":"https://ttm.financial/m/news/1129344563?lang=&edition=fundamental","pubTime":"2024-07-27 10:30","market":"us","language":"en","title":"Meta Earnings Preview: AI Advancements, Revenue Growth and CapEx Spending in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1129344563","media":"Tiger Newspress","summary":"Analysts expect Meta's Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg's unanimous expectations.Meta Platforms is sch","content":"<html><head></head><body><blockquote><p>Analysts expect Meta&#39;s Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg&#39;s unanimous expectations.</p></blockquote><p>Meta Platforms is scheduled to release its Q2 earnings on July 31, after the closing bell. Investors are watching closely for updates on AI integration and advertising performance.</p><p>Analysts expect Meta&#39;s Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a73aedae7d54d485f5f2da311e77eef\" alt=\"Source: Bloomberg\" title=\"Source: Bloomberg\" tg-width=\"1072\" tg-height=\"361\"/><span>Source: Bloomberg</span></p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Last quarter, Meta reported a revenue beat of $36.46 billion vs. $36.16 billion expected and an EPS beat of $4.71 per share vs. $4.32 expected.</p><p style=\"text-align: left;\">The company reported the following key numbers.</p><ul style=\"\"><li><p>Family daily active people (DAP) – DAP was 3.24 billion on average for March 2024, an increase of 7% year-over-year.</p></li><li><p>Ad impressions – Ad impressions delivered across Family of Apps increased by 20% year over year.</p></li><li><p>Average price per ad increased by 6% year over year.</p></li><li><p>Headcount fell to 69,329 as of March, a 10% decrease year over year.</p></li></ul><p>Nonetheless, Meta’s Q1 2024 earnings report met with a cool reception. Its share tumbled after earnings as investors focused on its Q2 2024 sales forecasts, at the lower end of analysts&#39; estimates and after it said it expects its 2024 capital expenses to be higher than anticipated due to its investments in AI.</p><h2 id=\"id_1683254184\">What to Watch for Q2</h2><p>Meta&#39;s impressions and user growth may taper with ad pricing and election-ad spending to be key drivers for surpassing consensus sales growth expectations of 20% in 2Q. Regulatory challenges in Europe tied to the Digital Markets Act and a lack of traction with its ad-free subscription offering may weigh on sales growth in the region. Though Meta&#39;s positioning remains strong in gen AI, a top-line lift from licensing its Llama model to enterprise customers and adoption of subscription chatbot offerings, similar to OpenAI and Gemini Advanced, will be a key focus on the earnings call.</p><p>Any jump in capex guidance may raise pressure to curtail losses in the company&#39;s Reality Labs segment. The prospect of a Trump re-election could pressure Chinese advertiser spending, which is estimated be a mid-single digit contribution to revenue.</p><p><strong>Advertising Performance</strong> - Advertising revenues increased by 27% in Q1. The market will look for a similar performance in Q2 2024.</p><p style=\"text-align: left;\"><strong>User Engagement Metrics</strong> – DAP reached 3.24 billion on average in March 2024, a gain of 7% year over year. Investors will be looking for continued growth in this area.</p><p style=\"text-align: left;\"><strong>AI integration and impact</strong> - Meta emphasised AI integration in its products, contributing to strong financial results in Q1. Look for updates on how AI is improving user engagement, particularly in areas like Reels, where AI-powered recommendations have led to an 8-10% increase in watch time.</p><p style=\"text-align: left;\"><strong>Expenses and profitability</strong> - Meta increased its capital expenditure outlook for 2024 to between $35 billion and $40 billion.Watch for any further increases to expense projections and their impact on profitability.</p><p style=\"text-align: left;\"><strong>Reality Labs performance</strong> – Reality Labs includes virtual, augmented, and mixed reality related consumer hardware, software and content used in developing the MetaVerse. Analysts expect the division to show an operating loss of $4.31 billion for the quarter as it continues to bleed cash.</p><p style=\"text-align: left;\"><strong>Forward guidance</strong> – Investors will look for guidance on Meta&#39;s outlook for Q3 and the rest of 2024, as this will provide insights into the company&#39;s expectations for growth and challenges in the coming months.</p><h2 id=\"id_3466218126\">Analysts&#39; opinions</h2><p>Facebook parent Meta Platforms has seen its stock momentum slow amid what some market watchers are calling Magnificent Seven &#34;fatigue.&#34; But analysts are raising their expectations for the stock ahead of Meta&#39;s second quarter report later this month.</p><p>Analysts with Jefferies reiterated a buy rating and set a price target of 565, up from 540, for Meta stock in a client note late Monday. That followed a report earlier in the day from Bernstein, whose analysts kept a positive outperform call on Meta and upped their price target to 575, from 565.</p><p>Jefferies analyst Brent Thill told clients Monday that Meta has undergone a &#34;valuation reset.&#34;</p><p style=\"text-align: start;\">But Thill noted that the lower valuation could help offset tougher sales growth comparisons for Meta. The company is beginning to compare its results against quarters from last year. Its advertising sales accelerated in 2023 and powered its triple-digit stock growth.</p><p>Citing checks with industry sources, Jefferies analysts believe Meta can beat expectations with its Q2 results and guidance for the September-ending third quarter.</p><p>Bernstein analysts wrote to clients Monday that Meta struggled amid &#34;investor &#39;fatigue&#39; with the Mag 7 and AI, a crescendo of political winners and losers trading, an uncertain macro, and tougher compares into 2Q and 2H24.&#34;</p><p style=\"text-align: start;\">But, &#34;through the noise, data into 2Q signals revenue strength tied to<strong> </strong>higher Temu global ad spend, while return of key verticals such as gaming and tech should benefit Meta,&#34; Bernstein analyst Mark Shmulik wrote.</p><p style=\"text-align: start;\">The number to watch will be Meta&#39;s guidance for the current quarter, in Shmulik&#39;s view.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Earnings Preview: AI Advancements, Revenue Growth and CapEx Spending in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Earnings Preview: AI Advancements, Revenue Growth and CapEx Spending in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-27 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Analysts expect Meta&#39;s Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg&#39;s unanimous expectations.</p></blockquote><p>Meta Platforms is scheduled to release its Q2 earnings on July 31, after the closing bell. Investors are watching closely for updates on AI integration and advertising performance.</p><p>Analysts expect Meta&#39;s Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a73aedae7d54d485f5f2da311e77eef\" alt=\"Source: Bloomberg\" title=\"Source: Bloomberg\" tg-width=\"1072\" tg-height=\"361\"/><span>Source: Bloomberg</span></p><h2 id=\"id_1358305931\" style=\"text-align: left;\">Previous Quarter Review</h2><p>Last quarter, Meta reported a revenue beat of $36.46 billion vs. $36.16 billion expected and an EPS beat of $4.71 per share vs. $4.32 expected.</p><p style=\"text-align: left;\">The company reported the following key numbers.</p><ul style=\"\"><li><p>Family daily active people (DAP) – DAP was 3.24 billion on average for March 2024, an increase of 7% year-over-year.</p></li><li><p>Ad impressions – Ad impressions delivered across Family of Apps increased by 20% year over year.</p></li><li><p>Average price per ad increased by 6% year over year.</p></li><li><p>Headcount fell to 69,329 as of March, a 10% decrease year over year.</p></li></ul><p>Nonetheless, Meta’s Q1 2024 earnings report met with a cool reception. Its share tumbled after earnings as investors focused on its Q2 2024 sales forecasts, at the lower end of analysts&#39; estimates and after it said it expects its 2024 capital expenses to be higher than anticipated due to its investments in AI.</p><h2 id=\"id_1683254184\">What to Watch for Q2</h2><p>Meta&#39;s impressions and user growth may taper with ad pricing and election-ad spending to be key drivers for surpassing consensus sales growth expectations of 20% in 2Q. Regulatory challenges in Europe tied to the Digital Markets Act and a lack of traction with its ad-free subscription offering may weigh on sales growth in the region. Though Meta&#39;s positioning remains strong in gen AI, a top-line lift from licensing its Llama model to enterprise customers and adoption of subscription chatbot offerings, similar to OpenAI and Gemini Advanced, will be a key focus on the earnings call.</p><p>Any jump in capex guidance may raise pressure to curtail losses in the company&#39;s Reality Labs segment. The prospect of a Trump re-election could pressure Chinese advertiser spending, which is estimated be a mid-single digit contribution to revenue.</p><p><strong>Advertising Performance</strong> - Advertising revenues increased by 27% in Q1. The market will look for a similar performance in Q2 2024.</p><p style=\"text-align: left;\"><strong>User Engagement Metrics</strong> – DAP reached 3.24 billion on average in March 2024, a gain of 7% year over year. Investors will be looking for continued growth in this area.</p><p style=\"text-align: left;\"><strong>AI integration and impact</strong> - Meta emphasised AI integration in its products, contributing to strong financial results in Q1. Look for updates on how AI is improving user engagement, particularly in areas like Reels, where AI-powered recommendations have led to an 8-10% increase in watch time.</p><p style=\"text-align: left;\"><strong>Expenses and profitability</strong> - Meta increased its capital expenditure outlook for 2024 to between $35 billion and $40 billion.Watch for any further increases to expense projections and their impact on profitability.</p><p style=\"text-align: left;\"><strong>Reality Labs performance</strong> – Reality Labs includes virtual, augmented, and mixed reality related consumer hardware, software and content used in developing the MetaVerse. Analysts expect the division to show an operating loss of $4.31 billion for the quarter as it continues to bleed cash.</p><p style=\"text-align: left;\"><strong>Forward guidance</strong> – Investors will look for guidance on Meta&#39;s outlook for Q3 and the rest of 2024, as this will provide insights into the company&#39;s expectations for growth and challenges in the coming months.</p><h2 id=\"id_3466218126\">Analysts&#39; opinions</h2><p>Facebook parent Meta Platforms has seen its stock momentum slow amid what some market watchers are calling Magnificent Seven &#34;fatigue.&#34; But analysts are raising their expectations for the stock ahead of Meta&#39;s second quarter report later this month.</p><p>Analysts with Jefferies reiterated a buy rating and set a price target of 565, up from 540, for Meta stock in a client note late Monday. That followed a report earlier in the day from Bernstein, whose analysts kept a positive outperform call on Meta and upped their price target to 575, from 565.</p><p>Jefferies analyst Brent Thill told clients Monday that Meta has undergone a &#34;valuation reset.&#34;</p><p style=\"text-align: start;\">But Thill noted that the lower valuation could help offset tougher sales growth comparisons for Meta. The company is beginning to compare its results against quarters from last year. Its advertising sales accelerated in 2023 and powered its triple-digit stock growth.</p><p>Citing checks with industry sources, Jefferies analysts believe Meta can beat expectations with its Q2 results and guidance for the September-ending third quarter.</p><p>Bernstein analysts wrote to clients Monday that Meta struggled amid &#34;investor &#39;fatigue&#39; with the Mag 7 and AI, a crescendo of political winners and losers trading, an uncertain macro, and tougher compares into 2Q and 2H24.&#34;</p><p style=\"text-align: start;\">But, &#34;through the noise, data into 2Q signals revenue strength tied to<strong> </strong>higher Temu global ad spend, while return of key verticals such as gaming and tech should benefit Meta,&#34; Bernstein analyst Mark Shmulik wrote.</p><p style=\"text-align: start;\">The number to watch will be Meta&#39;s guidance for the current quarter, in Shmulik&#39;s view.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129344563","content_text":"Analysts expect Meta's Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg's unanimous expectations.Meta Platforms is scheduled to release its Q2 earnings on July 31, after the closing bell. Investors are watching closely for updates on AI integration and advertising performance.Analysts expect Meta's Q2 revenue to be $38.317 billion, adjusted net income to be $12.927 billion, and adjusted EPS to be $4.864, according to Bloomberg's unanimous expectations.Source: BloombergPrevious Quarter ReviewLast quarter, Meta reported a revenue beat of $36.46 billion vs. $36.16 billion expected and an EPS beat of $4.71 per share vs. $4.32 expected.The company reported the following key numbers.Family daily active people (DAP) – DAP was 3.24 billion on average for March 2024, an increase of 7% year-over-year.Ad impressions – Ad impressions delivered across Family of Apps increased by 20% year over year.Average price per ad increased by 6% year over year.Headcount fell to 69,329 as of March, a 10% decrease year over year.Nonetheless, Meta’s Q1 2024 earnings report met with a cool reception. Its share tumbled after earnings as investors focused on its Q2 2024 sales forecasts, at the lower end of analysts' estimates and after it said it expects its 2024 capital expenses to be higher than anticipated due to its investments in AI.What to Watch for Q2Meta's impressions and user growth may taper with ad pricing and election-ad spending to be key drivers for surpassing consensus sales growth expectations of 20% in 2Q. Regulatory challenges in Europe tied to the Digital Markets Act and a lack of traction with its ad-free subscription offering may weigh on sales growth in the region. Though Meta's positioning remains strong in gen AI, a top-line lift from licensing its Llama model to enterprise customers and adoption of subscription chatbot offerings, similar to OpenAI and Gemini Advanced, will be a key focus on the earnings call.Any jump in capex guidance may raise pressure to curtail losses in the company's Reality Labs segment. The prospect of a Trump re-election could pressure Chinese advertiser spending, which is estimated be a mid-single digit contribution to revenue.Advertising Performance - Advertising revenues increased by 27% in Q1. The market will look for a similar performance in Q2 2024.User Engagement Metrics – DAP reached 3.24 billion on average in March 2024, a gain of 7% year over year. Investors will be looking for continued growth in this area.AI integration and impact - Meta emphasised AI integration in its products, contributing to strong financial results in Q1. Look for updates on how AI is improving user engagement, particularly in areas like Reels, where AI-powered recommendations have led to an 8-10% increase in watch time.Expenses and profitability - Meta increased its capital expenditure outlook for 2024 to between $35 billion and $40 billion.Watch for any further increases to expense projections and their impact on profitability.Reality Labs performance – Reality Labs includes virtual, augmented, and mixed reality related consumer hardware, software and content used in developing the MetaVerse. Analysts expect the division to show an operating loss of $4.31 billion for the quarter as it continues to bleed cash.Forward guidance – Investors will look for guidance on Meta's outlook for Q3 and the rest of 2024, as this will provide insights into the company's expectations for growth and challenges in the coming months.Analysts' opinionsFacebook parent Meta Platforms has seen its stock momentum slow amid what some market watchers are calling Magnificent Seven \"fatigue.\" But analysts are raising their expectations for the stock ahead of Meta's second quarter report later this month.Analysts with Jefferies reiterated a buy rating and set a price target of 565, up from 540, for Meta stock in a client note late Monday. That followed a report earlier in the day from Bernstein, whose analysts kept a positive outperform call on Meta and upped their price target to 575, from 565.Jefferies analyst Brent Thill told clients Monday that Meta has undergone a \"valuation reset.\"But Thill noted that the lower valuation could help offset tougher sales growth comparisons for Meta. The company is beginning to compare its results against quarters from last year. Its advertising sales accelerated in 2023 and powered its triple-digit stock growth.Citing checks with industry sources, Jefferies analysts believe Meta can beat expectations with its Q2 results and guidance for the September-ending third quarter.Bernstein analysts wrote to clients Monday that Meta struggled amid \"investor 'fatigue' with the Mag 7 and AI, a crescendo of political winners and losers trading, an uncertain macro, and tougher compares into 2Q and 2H24.\"But, \"through the noise, data into 2Q signals revenue strength tied to higher Temu global ad spend, while return of key verticals such as gaming and tech should benefit Meta,\" Bernstein analyst Mark Shmulik wrote.The number to watch will be Meta's guidance for the current quarter, in Shmulik's view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323480543776888,"gmtCreate":1720000220929,"gmtModify":1720000338483,"author":{"id":"4098944709643850","authorId":"4098944709643850","name":"Superlin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098944709643850","authorIdStr":"4098944709643850"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323480543776888","repostId":"1104962076","repostType":2,"repost":{"id":"1104962076","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719996531,"share":"https://ttm.financial/m/news/1104962076?lang=&edition=fundamental","pubTime":"2024-07-03 16:48","market":"us","language":"en","title":"Nvidia Is the Fifth Most Profitable Company in the S&P 500. Here Are the 4 That Beat It","url":"https://stock-news.laohu8.com/highlight/detail?id=1104962076","media":"Dow Jones","summary":"$NVIDIA Corp(NVDA)$  has been on top of the world in recent years, riding high on the wave of artificial intelligence. Yet in terms of profitability, it isn’t the best performer in the S&P 500.Nvidia’","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  has been on top of the world in recent years, riding high on the wave of artificial intelligence. Yet in terms of profitability, it isn’t the best performer in the S&amp;P 500.</p><p>Nvidia’s triple-digit rally, which has made it one of the most important stocks in the market capitalization-weighted S&amp;P 500, is behind much of the market’s surge this year.  That has understandably made some investors nervous. </p><p>Gains by other tech stocks have shown that the rally doesn’t entirely hang on Nvidia’s performance, but that hasn’t quashed concern that optimism about AI is out of hand.</p><p style=\"text-align: start;\">Bulls say that the proof is in the pudding. Nvidia’s earnings per share nearly quadrupled to $1.30 in its most recently completed fiscal year, and estimates have EPS more than doubling in the current fiscal 2025.</p><p>The flip side of that is that such explosive growth can’t last forever. Skeptics are concerned that AI enthusiasm has gotten carried away, and that it will be painful for the market to adapt to a more moderate growth rate. Yet by at least one measure, Nvidia’s profitability has room to expand: net income margin.</p><p>Net income margin, which is calculated by dividing net income by revenue, shows how much money a company is making from its sales. A firm that is slashing prices to move merchandise isn’t using a sustainable model, which will be evident from how little of its revenue translates into profits.</p><p>At 48.8%, Nvidia’s net income margin is only the fifth-highest in the S&amp;P 500. Real estate investment trust  <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a>  tops the list, with a net income margin of 69.6%, followed by exchange operator  <a href=\"https://laohu8.com/S/CME\">CME Group Inc</a>  at 57.9%, and internet infrastructure and domain name registry  <a href=\"https://laohu8.com/S/VRSN\">VeriSign</a>  with 54.8%.  <a href=\"https://laohu8.com/S/V\">Visa</a>  comes in just ahead of Nvidia, with a net income margin of 52%.</p><p>It is worth noting that the next fairly large tech firm on the list is  <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> , in twelfth place with a net income margin of 39.3%, so in that sense, Nvidia has already surpassed many of its peers.</p><p>Nonetheless, Nvidia’s current net interest margin isn’t in uncharted territory. It could conceivably increase over time, particularly as AI ramps up. Betting against the chip manufacturer breaking barriers hasn’t panned out in the past.</p><p><a href=\"https://www.marketwatch.com/investing/stock/cme?mod=article_chiclet\" title=\"\n\n\" class=\"e6ysytl2 css-3onbyo-ChicletStyle\"><br/></a></p><p style=\"text-align: start;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is the Fifth Most Profitable Company in the S&P 500. Here Are the 4 That Beat It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is the Fifth Most Profitable Company in the S&P 500. Here Are the 4 That Beat It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-03 16:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  has been on top of the world in recent years, riding high on the wave of artificial intelligence. Yet in terms of profitability, it isn’t the best performer in the S&amp;P 500.</p><p>Nvidia’s triple-digit rally, which has made it one of the most important stocks in the market capitalization-weighted S&amp;P 500, is behind much of the market’s surge this year.  That has understandably made some investors nervous. </p><p>Gains by other tech stocks have shown that the rally doesn’t entirely hang on Nvidia’s performance, but that hasn’t quashed concern that optimism about AI is out of hand.</p><p style=\"text-align: start;\">Bulls say that the proof is in the pudding. Nvidia’s earnings per share nearly quadrupled to $1.30 in its most recently completed fiscal year, and estimates have EPS more than doubling in the current fiscal 2025.</p><p>The flip side of that is that such explosive growth can’t last forever. Skeptics are concerned that AI enthusiasm has gotten carried away, and that it will be painful for the market to adapt to a more moderate growth rate. Yet by at least one measure, Nvidia’s profitability has room to expand: net income margin.</p><p>Net income margin, which is calculated by dividing net income by revenue, shows how much money a company is making from its sales. A firm that is slashing prices to move merchandise isn’t using a sustainable model, which will be evident from how little of its revenue translates into profits.</p><p>At 48.8%, Nvidia’s net income margin is only the fifth-highest in the S&amp;P 500. Real estate investment trust  <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a>  tops the list, with a net income margin of 69.6%, followed by exchange operator  <a href=\"https://laohu8.com/S/CME\">CME Group Inc</a>  at 57.9%, and internet infrastructure and domain name registry  <a href=\"https://laohu8.com/S/VRSN\">VeriSign</a>  with 54.8%.  <a href=\"https://laohu8.com/S/V\">Visa</a>  comes in just ahead of Nvidia, with a net income margin of 52%.</p><p>It is worth noting that the next fairly large tech firm on the list is  <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> , in twelfth place with a net income margin of 39.3%, so in that sense, Nvidia has already surpassed many of its peers.</p><p>Nonetheless, Nvidia’s current net interest margin isn’t in uncharted territory. It could conceivably increase over time, particularly as AI ramps up. Betting against the chip manufacturer breaking barriers hasn’t panned out in the past.</p><p><a href=\"https://www.marketwatch.com/investing/stock/cme?mod=article_chiclet\" title=\"\n\n\" class=\"e6ysytl2 css-3onbyo-ChicletStyle\"><br/></a></p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VICI":"Vici Properties",".SPX":"S&P 500 Index","CME":"芝加哥商品交易所","VRSN":"威瑞信","AVGO":"博通","V":"Visa","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104962076","content_text":"NVIDIA Corp  has been on top of the world in recent years, riding high on the wave of artificial intelligence. Yet in terms of profitability, it isn’t the best performer in the S&P 500.Nvidia’s triple-digit rally, which has made it one of the most important stocks in the market capitalization-weighted S&P 500, is behind much of the market’s surge this year.  That has understandably made some investors nervous. Gains by other tech stocks have shown that the rally doesn’t entirely hang on Nvidia’s performance, but that hasn’t quashed concern that optimism about AI is out of hand.Bulls say that the proof is in the pudding. Nvidia’s earnings per share nearly quadrupled to $1.30 in its most recently completed fiscal year, and estimates have EPS more than doubling in the current fiscal 2025.The flip side of that is that such explosive growth can’t last forever. Skeptics are concerned that AI enthusiasm has gotten carried away, and that it will be painful for the market to adapt to a more moderate growth rate. Yet by at least one measure, Nvidia’s profitability has room to expand: net income margin.Net income margin, which is calculated by dividing net income by revenue, shows how much money a company is making from its sales. A firm that is slashing prices to move merchandise isn’t using a sustainable model, which will be evident from how little of its revenue translates into profits.At 48.8%, Nvidia’s net income margin is only the fifth-highest in the S&P 500. Real estate investment trust  Vici Properties  tops the list, with a net income margin of 69.6%, followed by exchange operator  CME Group Inc  at 57.9%, and internet infrastructure and domain name registry  VeriSign  with 54.8%.  Visa  comes in just ahead of Nvidia, with a net income margin of 52%.It is worth noting that the next fairly large tech firm on the list is  Broadcom , in twelfth place with a net income margin of 39.3%, so in that sense, Nvidia has already surpassed many of its peers.Nonetheless, Nvidia’s current net interest margin isn’t in uncharted territory. It could conceivably increase over time, particularly as AI ramps up. Betting against the chip manufacturer breaking barriers hasn’t panned out in the past.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}