stratechery by Ben Thompson

Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta

Meta's earnings were received positively by investors, but there were definite causes for concern.

May 6, 2025 - 14:19
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Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
Meta's earnings were received positively by investors, but there were definite causes for concern.
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