Capital : ce qu'il faut savoir

Capital en France fait l'actualité ce jeudi. Selon CNBC, Meta beat on revenue, but showed disappointing user numbers and its capital expenditures were below estimates.

Les faits

• Meta beat on revenue, but showed disappointing user numbers and its capital expenditures were below estimates.
• Meta shares fell about 7% in extended trading on Wednesday after the company reported lower-than-expected capital expenditures, or capex, and missed on user growth.
• Capital expenditures came in at $19.84 billion, below the $27.57 billion average estimate, according to StreetAccount.
• Meta said capex for the year will be between $125 billion and $145 billion, up from a prior range of $115 billion to $135 billion.
• Earnings per share: $7.31 adjusted vs. $6.79 estimated.

L'essentiel

CNBC indique que Meta shares fell about 7% in extended trading on Wednesday after the company reported lower-than-expected capital expenditures, or capex, and missed on user growth. D'après CNBC, Capital expenditures came in at $19.84 billion, below the $27.57 billion average estimate, according to StreetAccount. Comme le souligne CNBC, Meta said capex for the year will be between $125 billion and $145 billion, up from a prior range of $115 billion to $135 billion. Selon CNBC, Earnings per share: $7.31 adjusted vs. $6.79 estimated.

Les chiffres

CNBC indique que Revenue: $56.31 billion vs. $55.45 billion estimated. D'après CNBC, Revenue climbed 33% from $42.3 billion a year earlier, marking the fastest quarter for growth since 2021. Comme le souligne CNBC, Zuckerberg has spent the past three months continuing his company's deeper push into AI following a strategy shift and talent overhaul that he initiated in June with the $14.3 billion investment in Scale AI and the hiring of CEO Alexandr Wang. Selon CNBC, the company reported first-quarter daily active people, or DAP, of 3.56 billion, a 4% increase from the same period the previous year but a more than 5% drop from the fourth quarter.

Le contexte

Selon CNBC, Wall Street was projecting that DAP would come in at 3.62 billion. CNBC indique que However, Meta said capex for the year will be between $125 billion and $145 billion, up from a prior range of $115 billion to $135 billion. D'après CNBC, Tech stocks are poised to finish their best month since April 2020, the early days of the Covid pandemic, with the Nasdaq up 14% for the month as of Wednesday's close. Comme le souligne CNBC, First-quarter average revenue per person came in at $15.66, beating the $15.26 average analyst estimate, according to StreetAccount.

Recherches associées

Les recherches associées qui dominent la conversation : L'Événement Tikehau Capital recadre son top management sur fond de mauvais résultats • La banque Lazard acquiert Campbell Lutyens (conseil en capital-investissement) • JP Morgan Chase s'allège au capital de Vivendi... • Meta relève à nouveau sa prévision de dépenses en capital pour 2026 • Divertissement indoor : Byway Capital et Bpifrance investissent 27 M€ dans La Tête dans les Nuages • Morgan Stanley se renforce au capital de Soitec.

À retenir

• The company reported first-quarter daily active people, or DAP, of 3.56 billion, a 4% increase from the same period the previous year but a more than 5% drop from the fourth quarter.
• The average revenue figure was $16.56 during the fourth quarter.
• The company projected sales of between $58 billion and $61 billion, while analysts are looking for revenue of $59.5 billion.
• Recherches qui explosent : L'Événement Tikehau Capital recadre son top management sur fond de mauvais résultats, La banque Lazard acquiert Campbell Lutyens (conseil en capital-investissement), JP Morgan Chase s'allège au capital de Vivendi..., Meta relève à nouveau sa prévision de dépenses en capital pour 2026.