Meta Platforms Pushing For Higher Growth With AI

Michael Del Monte
4.73K Followers
(10min)

Summary

  • Meta Platforms is significantly increasing its AI investment in eFY25, raising capital spend guidance to $64–72 billion to enhance AI applications and personalized advertising.
  • META's growth strategy includes AI-generated ads and a deeper partnership with EssilorLuxottica for AI-enabled smart glasses, aiming to boost engagement across users and businesses.
  • The Company may face some headwinds as consumers are facing more pressure on discretionary spending, turning to BNPL applications for everyday items like groceries and bills.

Chat Speech Bubble on Smart Phone Screen

akinbostanci

Meta Platforms (NASDAQ:META) is diving more heavily into AI in eFY25, increasing its guidance for capital spend to $64-72b as the firm advances its AI application development to drive business and consumer engagement. As part of its growth strategy, Meta made available

This article was written by

4.73K Followers
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About META Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on META

Related Stocks

SymbolLast Price% Chg
META
--