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Earnings Call Summary | Meta Platforms(META.US) Q1 2025 Earnings Conference
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Trade negotiations are expected to support a major rebound in the U.S. stock market, with the S&P rising for seven consecutive days, Microsoft and Meta jumping after hours, and Crude Oil Product experiencing its largest monthly drop in over three years.
The S&P and Dow Jones continue to hit new highs over the past four weeks, but have declined for three consecutive months. Tesla fell over 3% but rose nearly 9% in April; Super Micro Computer and Snap both dropped over 10%. After the U.S. GDP report, the two-year U.S. Treasury yield reached a new three-week low, while Gold narrowed most of its losses, marking a two-day decline but has increased for four months. The USD has fallen for four months; the Euro achieved its largest monthly increase in over three years; Bitcoin rose over 10% in April. During the session, Crude Oil Product fell 4%, and Copper dropped over 7%.
Live Replay: Meta Platforms Q1 2025 Earnings Conference Call
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Microsoft's Earnings Reports exceeded expectations across the board, with strong growth in Cloud Computing Business, resulting in a post-market stock price surge of over 8%.
①Microsoft's revenue for the third quarter of the 2025 fiscal year was 70.07 billion USD, a year-on-year increase of 13%, exceeding the Analyst's expectation of 68.42 billion USD; ②The revenue for the Azure Cloud Computing division grew by 33%, surpassing the market expectation of 29%, with the Intelligent Cloud division's revenue at 26.8 billion USD, exceeding the expectation of 26.17 billion USD.
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Withstanding tariff pressure and ramping up AI! Meta's Q1 advertising revenue still sees double-digit growth, significantly raising this year's spending guidance | Earnings Reports insights
In the first quarter, Meta's total revenue and advertising revenue growth both slowed to 16% year-on-year, still stronger than Analyst expectations, with EPS earnings exceeding expectations by 22%; daily active users of social media apps grew 6%, surpassing expectations; revenue from the Metaverse business declined by 6%, but the loss was 7% lower than expected. Meta's revenue guidance for the second quarter met expectations, while the upper end of this year's capital expenditure guidance was raised by nearly 11% to $72 billion, and the lower end was raised by nearly 7%. Meta stated that the upward revision partly reflects increased investments in Datacenter to support AI development. Meta's stock rose by 6% in after-hours trading.
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