META numbers: Revenue up 25% YoY to $40.1B
- Net income up 201% YoY to $14B
- Family daily active people 3.19B up 8% YoY
- Family monthly active users 3.98B up 6% YoY
- Reduction of headcount of -22%
- $20B of buybacks in 2023. $30B left + authorized an additional $50B, so $80B together left.
- Ad impressions increased by 21% YoY, and the price per ad increased by 2% YoY.
- Introduced a dividend for the first time
當初META開始下跌的一個很重要原因是蘋果的用戶隱私保護政策讓META在投放廣告時不太容易使用用戶精確位置信息，現在AI多模態大模型應該讓META不太依賴精確用戶隱私數據。META的龐大社交用戶群，也許是AI應用落地最大的場景。感覺小紮成為世界首富指日可待。
