Meta Platforms, Inc.
"Focusing on the Metaverse (Reality Labs) with new headsets. Family of Apps (Facebook, Instagram, WhatsApp) is seeing monetization efforts in Reels and business messaging."
Business LinesFamily of Apps (FoA)
Key Metrics
DAUs, MAUs, ARPU
Growth Driver
AI-Driven Ad Targeting & Reels Monetization
Advantage
Massive Global User Base (Network Effects)
Use Case Solved
Social Networking & Digital Advertising
Market Position
Dominant Global Social Media Platform
Quantified Position
Generates virtually all of company profit
Reality Labs (RL)
Key Metrics
Operating Loss, Revenue
Growth Driver
Development of the Metaverse
Advantage
Long-term vision, significant investment
Use Case Solved
AR/VR hardware and software
Market Position
Leader in VR hardware (Quest)
Quantified Position
Heavy investment phase, large operating losses
Fcf Yield Pct
4.4
Next Year Revenue Growth Pct
10-15
Subscription Revenue Pct
<1%
Marketing And Sales Pct
~20-25%
Capex Pct
~25-30%
Single Point Of Failure
Regulatory pressure over data privacy and anti-trust laws.
Insider Ownership Pct
~13%
Gross Margin Pct T T M
80.90%