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Meta Platforms:Quarterly Results/2023 Q1: Difference between revisions
Meta Platforms:Quarterly Results/2023 Q1 (view source)
Revision as of 11:58, 21 April 2023
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==== 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>. | ||
=== Bearish === | |||
==== Forrester's Nikhil Lai ==== | |||
* “In [the first quarter], advertisers’ fear, uncertainty and doubt were exacerbated by the sudden bank failures,”He said<ref name=":9">https://www.marketwatch.com/story/ai-is-the-word-as-alphabet-and-meta-get-ready-for-earnings-5084ff59#:~:text=Meta's%20annual%20advertising%20revenue%20is,round%20of%20layoffs%20on%20Wednesday.</ref>. | |||
==== Cowen's John Blackledge ==== | |||
* He said that a first-quarter call with digital ad experts this month indicate a continued pricing weakness for Meta<ref name=":9" />. | |||
== Insights == | == Insights == | ||