9/4/2023 0 Comments Thread form tap chart![]() Total expenses in FY23 are expected to be $88-$91 billion (vs. Q3 FY23 revenue is forecasted to be $32-$34.5 billion ($2 billion ahead of consensus), or about +20% Y/Y in the mid-range, a significant acceleration. Operating cash flow was $17.3 billion (54% margin, +12pp Y/Y).įree cash flow was $11.0 billion (34% margin, +19pp Y/Y).Ĭash, cash equivalent, and marketable securities: $53.5 billion. a $4.0 billion loss in Q1 FY23).Įxpenses included non-recurring items such as: Operating margin was 29% (+0pp Y/Y, +4pp Q/Q).įoA operating profit was $13.1 billion (41% margin, +2pp Y/Y). RL revenue declined -39% Y/Y to $0.3 billion. ![]() Revenue grew +11% Y/Y to $32.0 billion ($1.2 billion beat).įoA revenue grew +12% Y/Y to $31.7 billion. It gets a bit technical if we look at the detailed metrics.įacebook metrics include only Facebook and Messenger:įamily metrics include users who visited at least one of the apps in the Family segment:įamily metrics represent the company’s estimate of the number of unique people using at least one of the apps without double-counting. Revenue increases when more users see more ads (or ads at a higher price). Meta’s advertising revenue comes from two elements: Reality Labs (RL) : Virtual reality hardware and supporting software.Ībout 99% of Meta’s revenue comes from FoA and advertising. As a helpful reminder, here's a quick rundown of the key metrics and their meanings.įamily of Apps (FoA) : Facebook, Instagram, Messenger, and Whatsapp. ![]() Before we begin, I know the numerous acronyms and metrics associated with Meta's business can be confusing. ![]()
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