Meta Revenue Continues to Impress, Zuckerberg on Agents, HW as a Meta Distraction
Today's Above Avalon Daily update includes the following stories:
Meta Revenue Continues to Impress
Zuckerberg on Agents
HW as a Meta Distraction
We will begin circling back to some of the more interesting CY1Q26 earnings releases. Today’s update will be focused on Meta. The update covers Meta’s impressive revenue growth. We then turn to Meta’s spending, where angst is found along two vectors. The discussion then turns to Mark Zuckerberg’s ironic comments regarding AI and agents. We conclude with why Neil thinks hardware is a distraction for Meta.
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Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls
Today's Above Avalon Daily email contains the following story:
Meta 3Q24 Earnings
Three Takeaways From Meta’s 3Q24 Numbers
Three Takeaways From Meta’s 3Q24 Earnings Calls
Hello everyone. We will continue our Big Tech CY3Q24 earnings reviews with Meta. We will first go over my big picture overview. The discussion will then turn to over my takeaways from the earnings release and earnings conference call(s).
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