-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：META第一季營收成長33%至563.1億美元，超出我們先前31%的預期；稀釋後每股盈餘為10.44美元（年成長62%），調整後每股盈餘為7.31美元，均高於市場普遍預期的7.08美元。強勁的廣告基本面推動了業績成長，廣告曝光量成長19%，平均單次廣告價格上漲12%，顯示公司在各個平台上的覆蓋範圍和定價能力均有所提升。穩健的業績反映了公司嚴格的營運槓桿，儘管成本增長了35%，但利潤率仍保持在41%的穩定水平，這得益於322.3億美元的強勁營運現金流。管理階層預計第二季營收為580億至610億美元（成長25%），與預期一致，同時維持全年支出預期在1,620億至1,690億美元之間。我們注意到資本支出預期從1,150億至1,350億美元小幅上調至1,250億至1,450億美元，這反映了零組件價格和資料中心成本的上漲。 Reality Labs的虧損為40.3億美元，較上年的42.1億美元有所改善，我們認為這表明該業務板塊的虧損可能已接近峰值。
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