You might also like
Meta Platforms, Inc. operates with a mission to build community and bring the world closer together through its diverse range of products and services. The company reports its financial results in two segments: Family of Apps and Reality Labs. The Family of Apps segment includes Facebook, Instagram, Messenger, WhatsApp, and other services, generating substantially all of Meta's revenue through advertising placements . Reality Labs focuses on the development and sale of consumer hardware products, software, and content related to virtual, augmented, and mixed reality . Meta's strategic investments are directed towards artificial intelligence, the metaverse, its discovery engine, monetization of products and services, regulatory readiness, and enhancing developer efficiency .
- Family of Apps - Encompasses Facebook, Instagram, Messenger, WhatsApp, and other services, generating revenue primarily through advertising placements that allow marketers to reach users across various objectives.
- Facebook - A social networking platform connecting users worldwide.
- Instagram - A photo and video sharing social networking service.
- Messenger - A messaging app and platform.
- WhatsApp - A messaging and voice over IP service.
- Reality Labs - Develops and sells consumer hardware products, software, and content related to virtual, augmented, and mixed reality.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Mark Zuckerberg ExecutiveBoard | Founder, Chairman, and CEO | None | Founder of Meta, leading the company since 2004, overseeing its transformation into a global tech leader. | 2004 |
Andrew Bosworth Executive | Chief Technology Officer | None | Heads technology development, focusing on virtual and augmented reality innovations. | 2006 |
Christopher K. Cox Executive | Chief Product Officer | None | Leads product development, enhancing engagement across Meta's apps. | 2005 |
Javier Olivan Executive | Chief Operating Officer | None | Oversees global operations, pivotal in Meta's international growth strategies. | 2007 |
Nick Clegg Executive | President of Global Affairs | None | Manages global affairs, previously served as Deputy Prime Minister of the UK. | 2022 |
Susan Li Executive | Chief Financial Officer | None | CFO of Meta, responsible for financial strategy and operations. | N/A |
Andrew W. Houston Board | Independent Director | CEO & Chairman of Dropbox, Inc. | Brings leadership experience from Dropbox, focusing on collaboration technologies. | 2020 |
Charlie Songhurst Board | Independent Director | Technology Investor | Provides expertise in enterprise SaaS, AI, and deep tech, with a background in corporate strategy. | 2024 |
Dana White Board | Independent Director | President & CEO of UFC | Offers brand building and global business strategy expertise, leading UFC's global expansion. | 2024 |
Hock E. Tan Board | Independent Director | President & CEO of Broadcom Inc. | Provides technology and business development insights, with a focus on innovation. | 2024 |
John Arnold Board | Independent Director | Co-founder & Co-chair of Arnold Ventures, Co-founder & Chairman of Grid United | Brings investment and philanthropic expertise, focusing on systemic societal issues. | 2024 |
John Elkann Board | Independent Director | CEO of Exor, Executive Chair of Ferrari and Stellantis, Founder of Lingotto | Brings leadership and investment experience from his roles in major global companies. | 2024 |
Marc L. Andreessen Board | Independent Director | Co-founder & General Partner at Andreessen Horowitz, Board Member at Coinbase and Samsara Inc. | Offers insights from his venture capital and technology background, supporting Meta's strategic initiatives. | 2008 |
Nancy Killefer Board | Independent Director | Director at Cardinal Health, Inc. and Certara, Inc. | Offers expertise in finance and compliance, with a background in public and private sectors. | 2020 |
Peggy Alford Board | Independent Director | Board Member at The Macerich Company | Contributes financial and operational expertise from her roles at PayPal and other companies. | 2019 |
Robert M. Kimmitt Board | Lead Independent Director | Senior International Counsel at WilmerHale | Provides oversight on legal and regulatory issues, with extensive government and legal experience. | 2020 |
Tony Xu Board | Independent Director | CEO & Chairman of DoorDash, Inc. | Provides strategic insights from his experience leading DoorDash. | 2022 |
Tracey T. Travis Board | Independent Director | Independent Director at Accenture plc | Offers financial and operational expertise, with extensive experience in global business. | 2020 |
-
With Reality Labs' operating losses expected to increase meaningfully year-over-year and no clear timeline provided for profitability, can you elaborate on when you anticipate reaching peak losses and what specific products or initiatives will drive returns in the next few years?
-
You indicated significant capital expenditure growth in 2025 due to investments in AI infrastructure; how do you plan to balance these increased expenses with shareholder value, and what assurances can you provide that these investments will yield the expected returns?
-
Despite Threads reaching 275 million monthly active users, you mentioned it won't be a meaningful driver of 2025 revenue; what is the long-term monetization strategy for Threads, and how do you justify continued investment without near-term revenue contributions?
-
With the increase in average price per ad partly due to lower impression growth in Q3, are you concerned about stagnating impression growth, and what strategies are in place to drive both impression growth and advertiser value moving forward?
-
Given your ongoing headcount investments in strategic areas like Generative AI and Reality Labs, how flexible is your overall headcount strategy in light of cost growth, and how are you ensuring that these investments provide measurable ROI rather than becoming cost centers?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Business Acquisitions (Q3 2023) | 2023 | Total cash consideration was $467 million, with $88 million allocated to intangible assets and $366 million to goodwill driven by expected synergies and potential monetization opportunities; acquisition costs were immaterial and expensed as incurred. |
Business Acquisitions (Q2 2023) | 2023 | Total cash consideration of $467 million was used for the acquisitions, allocating $99 million to intangible assets and $357 million to goodwill reflecting anticipated synergies and monetization opportunities, with immaterial acquisition-related costs expensed as incurred. |
Business Acquisitions (Q1 2023) | 2023 | Completed for $430 million in cash, with $88 million in intangible assets and $343 million in goodwill arising from expected synergies and monetization opportunities; financial results were consolidated from the acquisition dates and related costs were immaterial. |
Business Acquisitions (Q3 2022) | 2022 | Total cash consideration of $1.18 billion was allocated to $302 million in intangible assets, $1.10 billion in goodwill, and $223 million in net liabilities assumed, with goodwill reflecting expectations of synergies and monetization and acquisition costs expensed as incurred. |
Business Acquisitions (Q2 2022) | 2022 | Total cash consideration stood at $1.15 billion, with allocations of $291 million to intangible assets, $1.07 billion to goodwill, and $211 million to net liabilities assumed; expected synergies and monetization opportunities underpinned the goodwill, and acquisition costs were immaterial. |
Business Acquisitions (Q1 2022) | 2022 | Completed with a total cash consideration of $774 million, allocating $182 million to intangible assets, $759 million to goodwill, and assuming $167 million in net liabilities, with the goodwill justified by synergies from future growth and monetization opportunities, and acquisition costs being immaterial. |
Recent developments and announcements about META.
Earnings
New Earnings (Q4 2024)
·Jan 30, 2025, 8:14 AMView full earnings summary →META plans $60–$65B in 2025 CapEx to power AI and infrastructure, aiming to reach 1B+ users with upcoming Llama 4 and Meta AI. Yet monetization remains largely post-2025, risking near-term profit pressures. Strong ad demand persists, but rising costs bear watching.
8-K Filings
8-K Filing
·Feb 20, 2025, 11:01 PMLeadership ChangesView full 8-K filing →Meta’s latest 8‑K filing shows the CNGC raised the target bonus for non‑CEO executives from 75% to 200% of base salary for 2025, moving total cash compensation from about the 15th to the 50th percentile of peers.