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* Engagement data keeps improving. | * Engagement data keeps improving. | ||
* Cost cutting measures continue. | * Cost cutting measures continue. | ||
=== Bernstein's Mark Shmulik === | |||
Mark is bullish on Meta as he believes that it will take back its digital ad market share it lost due to Apple's policy change. He also believes that digital market will start to recover as we go through the year<ref>https://www.cnbc.com/video/2023/03/30/shmulik-you-dont-have-to-reach-far-to-find-good-value-in-the-communications-services-and-large-cap-internet-names.html</ref>. | |||
== Insights == | == Insights == |