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Meta Platforms Inc - Class A

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And that revenue was down so imagine what meta is going to report
why would you think im a bot… its legit what meta had become, a platform thats 80% ads and see 10 of your friends posting
I work at a pretty large paid marketing agency. We work with brands that spend 6-8 figures per month on meta ads. While the OP's post touches on performance decline, it lacks granular insights into root causes. ie. Creative optimization on Meta has emerged as a critical factor, especially with Reels. Brands neglecting robust creative testing, off-platform measurement (like geo holdout tests), and platform adaption often experience performance drops. We frequently encounter clients facing similar issues, but with a fresh set of eye, we commonly find ourselves able to turn things around for clients we work with. I feel like meta has been on a major run, and it could crash, but we can't just assume their ad platform sucks now and is heading to the gutter.
Agreed, Meta is one of the only companies actually benefiting from AI right now in the form of its ads. They just talked about how click through and engagement was up like 6-7% since the latest AI integrations
AI assistant on Meta Ray Bans and the next gen AR glasses will use up that surplus silicon, don't you worry.
I got hired on at META when the stock was still at 110 lol. My 4 year rsu grant was based on 110/share. Golden handcuffs
He’s 100% correct it’s hard to find an ad buyer with a positive sentiment on meta. Most are down huge YoY. Ask anyone in the space it’s no secret.
How much Human Time does Meta control, influence, facilitate, replace.
Back in the day, I used to create campaigns for $0.50 max spend. It caused the algorithm to give you a really strong response, so you’ll be tempted to dump more money. I got 200 impressions and five sales from a $0.50 ad campaign, but only 220-400 impressions from a $5.00 max spend, and no more sales. I even went wild and spent $50 and an identical ad campaign with 100x budget did as bad or worse than the $0.50 budget. Meta ad network made no sense to me unless it’s serving bots and the lower priced campaigns only show to valid humans to get you excited.
Meta will be fine. They’ll likely beat top line based on how much Temu and Shien will spend. With all these guys, it’s going to come down to cost control, user growth and guidance. Secretly hoping Snap does well given I’ve seen some big players do well there on DR ( which is interesting )
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