Overview
- Meta will release its Q1 2025 earnings report on April 30, with analysts expecting $41.38 billion in revenue and $5.24 EPS.
- Wall Street remains optimistic about Meta's advertising strength, supported by a 10% increase in ad prices in 2024 and resilient demand.
- Meta's $60–65 billion capital expenditure guidance for 2025 underscores its commitment to AI infrastructure and Llama open-source models.
- The company faces significant legal and economic pressures, including an FTC antitrust lawsuit and trade tensions impacting ad revenue from China.
- Reality Labs continues to weigh on profitability, with $20 billion in losses reported for 2024, raising concerns about its long-term financial sustainability.