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Meta Platforms:Quarterly Results/2023 Q1: Difference between revisions
Meta Platforms:Quarterly Results/2023 Q1 (view source)
Revision as of 11:50, 21 April 2023
, 21 April 2023→Recent Commentaries
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== Recent Commentaries == | == Recent Commentaries == | ||
=== Evercore's Mark Mahaney - 4. April === | === Bullish === | ||
==== Evercore's Mark Mahaney - 4. April ==== | |||
Mark Mahoney is bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=2zRc3CY0HxU</ref>: | Mark Mahoney is bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=2zRc3CY0HxU</ref>: | ||
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* Multiples and estimates have been derisked in tech industry. | * Multiples and estimates have been derisked in tech industry. | ||
=== Jefferies' Brent Thill === | ==== Jefferies' Brent Thill ==== | ||
Brent Thill is also bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=MZm9ckqBLoc&t=86s</ref>: | Brent Thill is also bullish on Meta. He believes that<ref>https://www.youtube.com/watch?v=MZm9ckqBLoc&t=86s</ref>: | ||
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* He doesn't think TikTok will be banned in US. | * He doesn't think TikTok will be banned in US. | ||
=== CNBC === | ==== CNBC ==== | ||
Traders speaking on CNBC were bulish on Meta. They argued that<ref>https://www.cnbc.com/video/2023/03/21/morgan-stanley-says-buy-meta.html</ref>: | Traders speaking on CNBC were bulish on Meta. They argued that<ref>https://www.cnbc.com/video/2023/03/21/morgan-stanley-says-buy-meta.html</ref>: | ||
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* Possibility of a TikTok ban. | * Possibility of a TikTok ban. | ||
=== UBS === | ==== UBS ==== | ||
UBS is positive on Meta. They noted that<ref>https://www.investing.com/news/stock-market-news/meta-is-top-internet-idea-at-ubs-for-q1-earnings-season-google-also-expected-to-beat-432SI-3050471</ref>: | UBS is positive on Meta. They noted that<ref>https://www.investing.com/news/stock-market-news/meta-is-top-internet-idea-at-ubs-for-q1-earnings-season-google-also-expected-to-beat-432SI-3050471</ref>: | ||
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* Cost cutting measures continue. | * Cost cutting measures continue. | ||
=== Bernstein's Mark Shmulik === | ==== 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>. | 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>. | ||