s/META

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META1 Month

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0

META: the quality checklist, line by line

Meta Platforms, Inc. (META) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Meta Platforms, Inc. THE SETUP META trades at $665.60. Performance: +11.9% over a mont…

META6 Months
DD0 comments
35

Free cash flow down 91% on capex — Meta's ad machine is funding a spending war

$META Q2 2026: $60.8B revenue, +28% YoY, ad revenue $59.4B (+27%) on impressions +14% and price/ad +12% — the core business is fine. But total expenses jumped 55% YoY to $42B, quarterly capex hit $31.1B (~98% of operatin…

DD2 comments
s/META — CasePit