Meta Platforms Inc.NASDAQ: META), Hnub Wednesday, tau hais tias nws cov nyiaj tau los raug txiav ib nrab (piv rau xyoo tas los) hauv lub quarter thib peb ntawm cov nyiaj txiag. Shares tanked lwm 20% nyob rau hauv txuas ntxiv trading rau lawv tus nqi qis tshaj nyob rau hauv ntau tshaj rau xyoo.
Headwinds lub quarter no suav nrog tib qhov kev nce nqi qub, cov khoom lag luam teeb meem, kev ua tsov rog Ukraine, nce kev sib tw los ntawm TikTok, kev lag luam poob qis rau kev muag khoom, Apple tus kheej hloov pauv, thiab, ntawm chav kawm, "txiaj".
Josh Brown reacts rau peb lub hlis twg cov txiaj ntsig
Nqe ib ad tanked 18% ntawm qhov nruab nrab hauv Q3. Tseem, Josh Brown (Ritholtz Wealth Management) tau hais rau CNBC's “Closing Tswb: Overtime”:
Txawm koj xav tias tsis ncaj ncees lawm nrog Facebook, ntau qhov teeb meem yog kho tau. Qhov teeb meem nrog cov Tshuag no yog kev tswj hwm npau suav phem.
Qhov nws tau hais txog yog kev nqis peev uas tsis muaj peev xwm (tshaj li $ 10 nphom hauv ib xyoos) uas Meta Platforms txuas ntxiv ua hauv Reality Labs - nws qhov kev tsom mus rau ntu.
Txhob tham txog kev ua si video uas tsis muaj tiag. Tsis txhob tsom mus rau tej yaam num nrog xoom ROI kev cia siab rau kaum xyoo thiab tsom mus rau caij nkoj. Thiab tom qab ntawd koj tuaj yeem ua rau qhov kev xav ntawm metaverse.
Qhov ntawd, nws ntseeg tias, tuaj yeem qhib tus nqi zoo heev hauv cov khoom lag luam no uas, ntawm kaum ib lub sijhawm, tam sim no pheej yig li lub mega cap tau txais. Brown ntxiv:
Qhov no yog ib lub tuam txhab nrog amazing hauv paus, horrendous sentiment. Nws yog ib qho ntawm cov khoom pheej yig tshaj plaws hauv nws cov sector - av pheej yig. Nws tau poob ntau dua $ 700 nphom hauv kev ua lag luam. Tab sis kuv xav tias qhov no tuaj yeem kho tau.
Brad Gerstner tsab ntawv rau Meta Platforms
Nyuam qhuav pib lub lim tiam no, Brad Gerstner - tus tswv lag luam loj Meta tau sau ib qho qhib tsab ntawv mus rau Nasdaq-daim ntawv teev npe tuam txhab thov kom tsawg kawg yog 20% txiav ntawm tus nqi headcount. Txog qhov kawg, CFO David Wehner tau hais hauv nyiaj tau los tshaj tawm:
Peb tab tom tuav qee pab pawg ncaj nraim hauv cov ntsiab lus ntawm headcount, shrinking lwm tus thiab nqis peev hauv headcount loj hlob tsuas yog hauv peb qhov tseem ceeb tshaj plaws. Raws li qhov tshwm sim, peb cia siab tias tus naj npawb ntawm qhov kawg ntawm 2023 yuav yog kwv yees li hauv kab nrog Q3 2022 qib.
Thaum kawg ntawm nws lub quarter thib peb, txawm li cas los xij, Meta muaj 87,314 tus neeg ua haujlwm - nce 28% piv rau tib lub hlis twg xyoo tas los, ua rau 19% nce ntawm cov nqi thiab cov nuj nqis.
Gerstner kuj tau hais kom txwv qhov kev nqis peev uas cuam tshuam nrog rau tsis pub ntau tshaj $ 5.0 nphom hauv ib xyoos. Ib qho kev hloov tshiab nyob rau pem hauv ntej tsis muaj nyob rau hauv daim ntawv qhia nyiaj tau los.
Cov nuj nqis tseem ceeb hauv Meta Platforms 'Q3 tsab ntawv ceeb toom
- Tau txais $ 4.39 billion piv rau xyoo dhau los $ 9.2 billion
- Cov nyiaj khwv tau los ntawm ib qho poob qis los ntawm $ 3.22 txog $ 1.64
- Tag nrho cov muag khoom poob 6.0% xyoo-rau-xyoo rau $ 27.17 billion
- Kev pom zoo yog $ 1.90 ib feem ntawm $ 32.5 billion muag
- DAUs tau nce 3.0% rau 1.98 billion - raws li kev kwv yees
Cov nyiaj tau los ntawm Reality Labs tau los ntawm $ 285 lab. Lub lim tiam dhau los, peb npog ib zaj dab neeg ntawm cov ntaub ntawv sab hauv uas tau taw qhia Horizon Worlds - lub tuam txhab kev nthuav dav metaverse tau tawm tsam kom loj hlob tus naj npawb ntawm cov neeg siv txhua hli.
Rau lub quarter thib plaub, Meta Platforms kwv yees nws cov nyiaj tau los poob ntawm $ 30 billion thiab $ 32.5 billion. Hauv kev sib piv, cov kws tshuaj ntsuam tau nyob ntawm $ 32.3 billion. Multinational xaus lub quarter nrog $ 41.78 billion tus nqi ntawm cov nyiaj ntsuab, sib npaug, thiab kev lag luam kev nyab xeeb.