💪Meta's revenues were up 25%, driven by advertising strength.
📈Meta's execution demonstrates their ability to focus and pivot on important factors.
🧠Meta's success in monetizing reels shows their ability to compete with tik-tok.
❓Questions remain about YouTube's performance, particularly in YouTube shorts.
🤔Meta's strong performance raises questions about Apple's future growth opportunities.
What drove Meta's strong revenue growth?
—Meta's strong revenue growth was driven by advertising strength and their focus on monetizing emerging assets like reels.
How did Meta demonstrate their ability to focus and pivot?
—Meta demonstrated their ability to focus and pivot through their execution and strong performance in the December quarter.
How does Meta's success in reels compare to tik-tok?
—Meta's success in monetizing reels shows their ability to compete with tik-tok in the short form video space.
What are the concerns about YouTube's performance?
—There are concerns about YouTube's performance, particularly in YouTube shorts, which is Alphabet's competitor to Meta's reels.
How does Meta's strong performance impact Apple's growth opportunities?
—Meta's strong performance raises questions about Apple's future growth opportunities as Meta continues to deliver outsized growth.
00:14Meta's revenues were up 25%, driven by advertising strength.
01:03Meta's ability to focus and pivot on important factors contributed to their strong execution.
01:31Meta's success in monetizing reels demonstrates their competitiveness with tik-tok.
02:43Questions remain about YouTube's performance, particularly in YouTube shorts.
05:53Meta's strong performance raises questions about Apple's future growth opportunities.
