Facebook niam txiv tuam txhab Meta Platforms (META) Tshuag tau siav raws li lub tuam txhab thev naus laus zis siv nyiaj tsim khoom siv virtual kev muaj tiag, tsim kev paub, thiab nrhiav phooj ywg rau yav tom ntej hauv metaverse.
Cov peev nyiaj tshaj tawm ntawm nws cov neeg siv khoom tau nruj raws li cov tuam txhab hloov kho cov nqi thaum muaj kev sib tw macroeconomic - uas tseem ua rau tus kws tshuaj ntsuam zoo hais tias peb lub hlis twg rau Meta Platforms yog 'ua lossis tawg'.
"Kuv xav tias cov khoom lag luam rov qab rau cov lus nug ib puag ncig, tiag tiag, cov ntsiab lus tseem ceeb," AB Bernstein Senior Analyst Mark Shmulik hais rau Yahoo Nyiaj Txiag. "Cov neeg tuaj yeem nkag siab tias qhov ntawd yog [qhov kev hloov pauv] zoo li kev pib mus sij hawm ntev dua. Kuv xav tias cov tub ua lag luam yuav nyiam nws yog tias lawv siv nyiaj tsawg dua rau nws. "
Cov neeg tshaj tawm nyiam khiav cov phiaj xwm kev lag luam digital uas cov neeg tuaj saib coob tshaj plaws, lub hom phiaj muaj peev xwm thiab hloov pauv tus nqi nyob - rau ib xyoo caum, Meta cov koom haum Facebook thiab Instagram tau yog qhov chaw ntawd. Kev siv nyiaj txiag lag luam thaum lub sij hawm macroeconomic uncertainty ua rau ntsib tus nqi ntawm ad siv los ntawm kev muag khoom tseem ceeb tshaj.
“Lub macro ib puag ncig txuas ntxiv tsis zoo. Peb xav tias ntau lub tuam txhab ad-tsav yuav plam lawv cov nyiaj khwv tau los hauv peb lub hlis twg, "Needham Senior Analyst Laura Martin hais rau Yahoo Nyiaj Txiag "Thiab hauv Meta qhov teeb meem, tsis yog tsuas yog ib puag ncig macro deteriorating, tab sis lawv poob ntau lub sijhawm siv rau. TikTok. Thiab qhov ntawd tseem tshwm sim. "
Raws li kev tshawb fawb los ntawm Piper Sandler, TikTok yog qhov nyiam tshaj plaws kev tshaj xov xwm app ntawm cov hluas thiab cov paj tau nthuav dav rau Bytedance-muaj tuam txhab thaum piv rau Facebook thiab Instagram.
Martin hais tias "Kuv xav tias Mark Zuckerberg qhia peb tias nws tsis xav tias nws muaj lub lag luam tseem ceeb," Martin hais. "Nws tab tom tsiv mus rau Reels vim nws sib tw nrog TikTok. Nws tab tom tsiv mus rau qhov kev hloov pauv, thiab nws tau hloov lub npe ntawm lub tuam txhab no, uas qhia kuv tias nws tsis xav tias nws lub lag luam tseem ceeb uas nws tau tsim 15 xyoo dhau los yog qhov ua lag luam ntxiv lawm. "
Nrhiav ob txhais ceg hauv metaverse
Facebook tau siv $ 10 nphom hauv xyoo 2021 hauv kev ua haujlwm ntxov los tsim cov metaverse thiab Mark Zuckerberg qhia cov tswv lag luam hauv 2022 tias lub tuam txhab yuav siv nyiaj ntau ntxiv los tsim cov metaverse thiab yuav los ntshav rau peb mus rau tsib xyoos.
Cov thawj koom ruam loj tuaj yeem muaj qhov kev cia siab ntawm qhov muaj peev xwm ntawm Meta los muag metaverse experiential hardware thiab yog vim li cas yuav tsum muaj.
"Yog tias koj saib cov kev txhawb siab tom qab nws, peb tau dhau los ntawm cov kev hloov pauv yav dhau los ntawm desktop mus rau txawb," Shmulik tau hais tias "Thiab yog li lawv [Meta] nkag siab tias qee lub sijhawm, yuav muaj lwm lub khoos phis tawj. hloov. Lawv tsis xav tau daig hauv daim ntawv thov txheej. "
Ntawm Meta Connect, Facebook Founder & CEO Mark Zuckerberg tau qhia txog $ 1,500 VR headset, nrog rau cov phiaj xwm nthuav dav uas cov suite ntawm cov chaw ua haujlwm paub txog kev sib koom tes tuaj yeem dhia pib kev koom tes hauv metaverse.
Accenture, Zoom, thiab Microsoft kuj tshaj tawm kev sib koom tes nrog Meta platforms. Microsoft muab cov phooj ywg tseem ceeb hauv kev muaj tiag virtual nrog kev cog lus los nqa nws cov cuab yeej tsim khoom thiab kev ua si huab thev naus laus zis rau qhov kev paub.
"Kuv xav tias nws tab tom tham txog dab tsi ntawm kev hloov lub ntiaj teb ntawm kev suav rau cov neeg siv khoom yog qhov tshiab thiab nthuav thiab txaus ntshai, tab sis coj tus CEO nag hmo ntawm Microsoft thiab Accenture? Zoo heev - hais tias nws tau txais qee cov koom tes ua lag luam zoo, "Martin hais. "Thiab kuv tsis xav tias cov neeg siv khoom xav them $ 1,500. Kuv xav tias yog qhov kev zam. Tab sis kuv xav tias Accenture tuaj yeem them nyiaj ntau txhiab $ 1,500 tsom iav. "
Brad Smith yog tus thauj tog rau nkoj ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @thebradsmith.
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
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Tau qhov twg los: https://finance.yahoo.com/news/mark-zuckerberg-is-telling-us-he-doesnt-think-he-has-a-core-business-meta-analyst-122101655.html