[新聞] Facebook shares plunge more than 20% on weak earnings
原文標題:Facebook shares plunge more than 20% on weak earnings
, big forecast miss
原文連結:https://reurl.cc/QjEmp5
發布時間:2 20223:31 PM
原文內容:
Facebook shares tumbled more than 20% in extended trading on Wednesday after
the company reported disappointing earnings, gave weak guidance and said user
growth has stagnated.
Here are the results:
Earnings per share: $3.67 vs $3.84 expected, according to a Refinitiv survey
of analysts
Revenue: $33.67 billion vs $33.4 billion expected, according to Refinitiv
Facebook also missed estimates with user numbers.
Daily Active Users (DAUs): 1.93 billion vs 1.95 billion expected by analysts,
according to StreetAccount
Monthly Active Users (MAUs): 2.91 billion vs 2.95 billion expected by
analysts, according to StreetAccount
Average Revenue per User (ARPU): $11.57 vs $11.38 expected by analysts,
according to Street Account
The company, which was recently renamed to Meta, issued disappointing
guidance for the first quarter in addition to coming up short on its
fourth-quarter profit and user numbers. Daily Active Users (DAUs) on Facebook
were slightly down in the fourth quarter compared to the previous quarter,
marking its first quarterly decline in DAUs on record.
Facebook said revenue in the first quarter will be $27 billion to $29
billion, while analysts were expecting sales of $30.15 billion, according to
Refinitiv. That would mean 3% to 11% year-over-year growth, while analysts
were expecting about 15%, according to Refinitiv.
Facebook said it’s being hit by a combination of factors, including privacy
changes to Apple’s iOS and macroeconomic challenges. It blamed the
lower-than-expected growth in part on inflation and supply chain issues that
are impacting advertisers’ budgets.
There’s also a shift to products that don’t generate as much revenue as its
core news feed. For example, people are spending more time on its Reels
videos.
“On the impressions side, we expect continued headwinds from both increased
competition for people’s time and a shift of engagement within our apps
towards video surfaces like Reels, which monetize at lower rates than Feed
and Stories,” Facebook said.
The report is Facebook’s first since changing the name of its parent company
to Meta, which is a nod to the metaverse. CEO Mark Zuckerberg announced the
name change in October following a series of troubling reports about Facebook
that stemmed from leaked documents shared by a former employee with
journalists, lawmakers and the Securities and Exchange Commission.
With the name change to Meta comes a new reporting structure. The company
said in its last earnings report that it will break out its hardware
division, Facebook Reality Labs, into a separate division. Its core business
will be Facebook’s Family of Apps (FoA), including Instagram, Messenger and
WhatsApp.
Meta said its Family of Apps saw revenue of $32.79 billion with operating
income of $15.89 billion in the fourth quarter. Its Reality Labs segment made
$877 million in revenue in the quarter with an operating loss of $3.3 billion.
For the fourth quarter, Facebook is proving to be an outlier among the top
tech companies. Its results come a day after Alphabet cruised past estimates,
sending its stock higher on Wednesday. Apple and Microsoft also topped
estimates on profit and revenue. Despite a January stock slump across tech,
the industry giants, other than Netflix, have delivered uplifting earnings
reports, reminding investors of the power of their dominant businesses even
in a challenging macro environment.
As of Wednesday’s close, the company’s shares are down about 4% this year.
心得/評論:
EPS 不如預期
財報展望不如預期
活躍用戶成長趨緩
META 現在盤後 -21%
市值蒸發快 200B
這比 NFLX 還誇張
搞不好有創什麼史上一天跌掉最多市值紀錄
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.163.179.197 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1643840820.A.E19.html
推
02/03 06:30,
4年前
, 1F
02/03 06:30, 1F
推
02/03 06:32,
4年前
, 2F
02/03 06:32, 2F
推
02/03 06:33,
4年前
, 3F
02/03 06:33, 3F
推
02/03 06:35,
4年前
, 4F
02/03 06:35, 4F
噓
02/03 06:38,
4年前
, 5F
02/03 06:38, 5F
現在市場就是這樣
好也沒漲幾根毛
差一點點就被重重教訓
我對美股今年表現不敢樂觀
推
02/03 06:38,
4年前
, 6F
02/03 06:38, 6F
推
02/03 06:41,
4年前
, 7F
02/03 06:41, 7F
推
02/03 06:43,
4年前
, 8F
02/03 06:43, 8F
→
02/03 06:43,
4年前
, 9F
02/03 06:43, 9F
推
02/03 06:43,
4年前
, 10F
02/03 06:43, 10F
→
02/03 06:44,
4年前
, 11F
02/03 06:44, 11F
噓
02/03 06:45,
4年前
, 12F
02/03 06:45, 12F
推
02/03 06:50,
4年前
, 13F
02/03 06:50, 13F
推
02/03 06:57,
4年前
, 14F
02/03 06:57, 14F
推
02/03 06:59,
4年前
, 15F
02/03 06:59, 15F
→
02/03 07:03,
4年前
, 16F
02/03 07:03, 16F
→
02/03 07:04,
4年前
, 17F
02/03 07:04, 17F
推
02/03 07:06,
4年前
, 18F
02/03 07:06, 18F
推
02/03 07:14,
4年前
, 19F
02/03 07:14, 19F
推
02/03 07:18,
4年前
, 20F
02/03 07:18, 20F
→
02/03 07:19,
4年前
, 21F
02/03 07:19, 21F
推
02/03 07:20,
4年前
, 22F
02/03 07:20, 22F

→
02/03 07:20,
4年前
, 23F
02/03 07:20, 23F
推
02/03 07:21,
4年前
, 24F
02/03 07:21, 24F
推
02/03 07:29,
4年前
, 25F
02/03 07:29, 25F
→
02/03 07:29,
4年前
, 26F
02/03 07:29, 26F
推
02/03 07:30,
4年前
, 27F
02/03 07:30, 27F
推
02/03 07:32,
4年前
, 28F
02/03 07:32, 28F
推
02/03 07:32,
4年前
, 29F
02/03 07:32, 29F
推
02/03 07:34,
4年前
, 30F
02/03 07:34, 30F
推
02/03 07:35,
4年前
, 31F
02/03 07:35, 31F
→
02/03 07:37,
4年前
, 32F
02/03 07:37, 32F
→
02/03 07:37,
4年前
, 33F
02/03 07:37, 33F
→
02/03 07:37,
4年前
, 34F
02/03 07:37, 34F
→
02/03 07:38,
4年前
, 35F
02/03 07:38, 35F
推
02/03 07:44,
4年前
, 36F
02/03 07:44, 36F
→
02/03 07:44,
4年前
, 37F
02/03 07:44, 37F
推
02/03 07:45,
4年前
, 38F
02/03 07:45, 38F
還有 182 則推文
還有 2 段內文
推
02/03 12:14,
4年前
, 221F
02/03 12:14, 221F
噓
02/03 12:15,
4年前
, 222F
02/03 12:15, 222F
→
02/03 12:15,
4年前
, 223F
02/03 12:15, 223F
→
02/03 12:20,
4年前
, 224F
02/03 12:20, 224F
→
02/03 12:21,
4年前
, 225F
02/03 12:21, 225F
推
02/03 12:22,
4年前
, 226F
02/03 12:22, 226F
推
02/03 12:35,
4年前
, 227F
02/03 12:35, 227F
推
02/03 12:45,
4年前
, 228F
02/03 12:45, 228F
推
02/03 12:46,
4年前
, 229F
02/03 12:46, 229F
→
02/03 12:46,
4年前
, 230F
02/03 12:46, 230F
→
02/03 12:47,
4年前
, 231F
02/03 12:47, 231F
→
02/03 12:48,
4年前
, 232F
02/03 12:48, 232F
推
02/03 12:48,
4年前
, 233F
02/03 12:48, 233F
→
02/03 12:48,
4年前
, 234F
02/03 12:48, 234F
推
02/03 12:50,
4年前
, 235F
02/03 12:50, 235F
推
02/03 12:57,
4年前
, 236F
02/03 12:57, 236F
推
02/03 13:53,
4年前
, 237F
02/03 13:53, 237F
推
02/03 13:56,
4年前
, 238F
02/03 13:56, 238F
噓
02/03 14:42,
4年前
, 239F
02/03 14:42, 239F
→
02/03 14:52,
4年前
, 240F
02/03 14:52, 240F
→
02/03 14:52,
4年前
, 241F
02/03 14:52, 241F
→
02/03 14:53,
4年前
, 242F
02/03 14:53, 242F
→
02/03 14:53,
4年前
, 243F
02/03 14:53, 243F
→
02/03 14:54,
4年前
, 244F
02/03 14:54, 244F
推
02/03 14:56,
4年前
, 245F
02/03 14:56, 245F
→
02/03 14:56,
4年前
, 246F
02/03 14:56, 246F
→
02/03 14:57,
4年前
, 247F
02/03 14:57, 247F
推
02/03 15:13,
4年前
, 248F
02/03 15:13, 248F
推
02/03 15:17,
4年前
, 249F
02/03 15:17, 249F
推
02/03 15:25,
4年前
, 250F
02/03 15:25, 250F
推
02/03 16:10,
4年前
, 251F
02/03 16:10, 251F
推
02/03 17:30,
4年前
, 252F
02/03 17:30, 252F
→
02/03 17:31,
4年前
, 253F
02/03 17:31, 253F
推
02/03 17:36,
4年前
, 254F
02/03 17:36, 254F
推
02/03 18:58,
4年前
, 255F
02/03 18:58, 255F
推
02/03 18:59,
4年前
, 256F
02/03 18:59, 256F
推
02/04 00:12,
4年前
, 257F
02/04 00:12, 257F
推
02/04 00:42,
4年前
, 258F
02/04 00:42, 258F
推
02/04 09:39,
4年前
, 259F
02/04 09:39, 259F
推
02/04 11:14,
4年前
, 260F
02/04 11:14, 260F
Stock 近期熱門文章
87
205
PTT職涯區 即時熱門文章