META (NASDAQ: META) Archives - Page 2 of 3

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Time to get fit - an open letter from Altimeter to Mark Zuckerberg

As part of their public market investments, Altimeter have been a long term shareholder of Meta (aka Facebook). And this week they published an open letter to Mark Zuckerberg and the Meta board of directors.

31st Oct, 2022
What's making headlines - Wednesday October 19, 2022

There's so much happening around the world of business and hopefully this headline companion helps keeps you more informed.

20 October
Is it BeReal time?

It is time to BeReal. Move over TikTok, there’s a hot new social media platform in town. With 53 million downloads and monthly active users up more than 2,000% since January, we thought it was time to explore the business behind the hottest social media app of the year.

18 October
General
Facebook scrambles to escape stock's death spiral

That is a quote from an analyst at investment bank Needham that covers the Facebook stock. And it’s a big call. Facebook, well now Meta, still operates some of the biggest online platforms in the world - Instagram alone is certainly a business to be admired. But the sentiment of the quote is shared amongst more and more of the investment community these days - can Meta figure it out?

10th Oct, 2022
General
"It's a modern-day Facebook" - How BeReal became Gen Z's favourite app

When we think about the next generation of social media challenging Meta’s supremacy, we often think about TikTok and Snapchat (Snapchat isn’t so much new as just incredibly popular with Gen Z). But there are other social platforms out there giving Facebook and Instagram a run for their money. One of these apps is BeReal.

9th Sep, 2022
General
This Week in Crypto – Coinbase mistakenly transfers woman $10.5 million

While we don't have a strong view on crypto here at Equity Mates, we are fascinated to watch the story unfold. Read on for some of the most interesting Tweets, articles and memes from the past week below.

1st Sep, 2022
General
Why we keep falling for fitness fads

Despite our recognition that fitness moves in fads, investors keep falling for the next one. As we read this article explaining why we keep falling for fitness fads - it made us think of three recent business news stories.

31st Aug, 2022
General
Teens, social media and technology 2022

Pew Research have recently released a report into young people’s use of social media and technology, and have highlighted some interesting trends for investors (and parents) to note.

22nd Aug, 2022
General
John Hempton's investor letter

John Hempton is one of the world’s best short sellers and one of Australia’s most outspoken investors. So his investor letters are always worth the read.

3rd Aug, 2022
General
Zuck turns up the heat

Meta, aka Facebook, just reported their first ever quarter of falling revenue (albeit a small fall - $28.8 billion in revenue compared to $28.9 billion this time last year). As this article reports, this falling revenue comes as Mark Zuckerberg pushes his team even harder. Can the Meta team withstand the heat, or will Zuck’s ambitions melt?

1st Aug, 2022
Earnings season continues as we unpack a few companies that caught our eye

There is so much going on in the markets at the moment. Facebook's first ever revenue drop, Spotify killing it, F45 down 70% in one day, the Fed raise rates by 75 basis points, Sezzle’s in a trading halt. To start this Monday episode Bryce and Alec give a quick 'round the grounds' global market wrap. All you need to know, and some extra news you'll want to know!

1 August
General
Meta's new COO is nothing like Sheryl Sandberg

This week Sheryl Sandberg surprised everyone by announcing her 14 year tenure at Meta would be coming to an end. When Sandberg joined the then-4-year-old startup it was a viral social network. She made it a business. After Sandberg’s announcement, Meta announced that Javier Olivan would replace her as the company’s Chief Operating Officer

9th Jun, 2022
Leaning Out: Sheryl Sandberg logs off Facebook

Sheryl Sandberg, the Chief Operating Officer of Meta (formerly Facebook), announced she was stepping down from the company after 14 years at Mark Zuckerberg’s side. And reports of her closeness with Zuckerberg aren’t exaggerated - when she started the job she asked for three things – that they would sit next to each other, that they’d meet one-on-one every week, and for honest feedback when he thought she messed something up. Mark agreed to all of it, on the condition the feedback would have to be mutual. In the midst of all the extraordinary change at Facebook in the last fourteen years, Sheryl Sandberg has been at the centre of it all. Today Alec and Sascha discuss what a post-Sandberg Meta looks like, and ask the question - what will she do next?

7 June
General
7 Tech Companies - Latest earnings releases review

In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.

31st May, 2022

Source: Loftus Peak
General
Sea Change: Alphabet and Meta's new undersea cables

The latest efforts by these two companies is laying undersea cables to better connect the continent of Africa. With 1.4 billion people, Africa is the least connected continent and these undersea cables are expected to change this. Research commissioned by Google suggest that in Nigeria, median downloads speeds will improve 6x, data prices will fall 21%, add $10 billion to GDP and create 1.6 million new jobs. After Nigeria, Google’s cable will have two more landing spots - Namibia and South Africa - before connecting back to Europe in Portugal.

23rd May, 2022
Who’s winning the war for our attention?

The total time we spend on social media and streaming platforms is mind-boggling. Every minute, there are 44 million views on Facebook live. But TikTok smash those numbers with three times that engagement - there's 167 million views every minute. So recently, when Netflix, the previously unrivalled king of content, announced its first drop in subscribers in a decade recently… Darcy and Sascha sat down to discuss: Who’s winning in the war for our attention?

30 April
Can you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season

Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter of the stocks on the exchange are down 60% or more. In this episode, we use Quartr to listen in on the earnings calls, and hear directly from some of the CEOs and leaders of these companies that have fallen from their highs. And we answer the question - who seems concerned, and who doesn't sound worried at all.

28 February

Sponsored by Quartr
Is Bitcoin the next sub-prime?

One US economist reckons BTC could trigger the next sub-prime crisis. Is he right? Why do markets still think Phil Lowe is kidding himself, why did Facebook's share price tank, can Scomo deliver an unemployment rate with a three in front of it, and what are consumers looking for post-Covid? All this and more on this week's Comedian v Economist.

9 February
3 stocks on Owen's Watchlist | SiteMinder, Australian Ethical Investment & Meta Platforms

Episode #146 of Equity Mates on AusBiz TV.

29 Nov, 2021
General
Tim Cook wants Facebook Dead, and his Strategies May Be Working

The last few years there has been a growing tension between two of the biggest names in technology - Apple’s Tim Cook and Facebook’s Mark Zuckerberg. It started with veiled criticism around Facebook’s data privacy and fake news. Then Apple’s product changes - in particular the iOS 13 privacy and security features - caused a stir amongst all the social media platforms.

13th Nov, 2021
General
An Interview with Mark Zuckerberg on the Metaverse

Two days before Mark Zuckerberg announced the Facebook name change, he sat down with Ben Thompson of Stratechery. There has been a lot written about Facebook's name change but we thought this was particularly interesting to hear the inside view of the metaverse from Zuckerberg himself. This is a transcript of that interview.

12th Nov, 2021
General
Facebook's Lost Generation

There is plenty to talk about with Facebook (or should we say Meta) recently. Whistleblowers, court cases, a rebrand and a push into exciting frontiers of technology. Yet, the most important story about Facebook may not be getting much attention.

1st Nov, 2021
General
Why this Facebook Scandal is Different

Facebook has been jumping from one scandal to the next for the past five years. Political interference, fake news, vaccine misinformation, antitrust concerns. In this context, the latest scandal - a whistleblower revealing the company knew its products could cause meaningful harm - does not seem to be that different. Especially as this is not the first whistleblower in Facebook’s history.

11th Oct, 2021
Carbon capture, Google & Facebooks ad duopoly and where are Bryce and Alec investing?

Today Bryce and Alec take another look at what's happening at Woolies, Facebook and Google breaking up the ad duopoly, and the World’s biggest plant to pull CO2 from the air.

4 October
Will Evergrande Crash the World Economy?

If Evergrand defaults as expected, will the global economy go belly up? Why did Australia ditch France for its submarines? How did Canva becoming an Australian tech legend and what happens now that Facebook knows that Instagram is toxic?

22 September