gorwell
12:15 22.05.2023 #27609
|
1.2 milliarder euro er småpenger for Meta.
https://www.statista.com/statistics/277229/facebooks-annual-revenue-and-net-income/
Cost of doing business, regningen sendes uansett videre.
Selskapet har fått fem måneder på å stoppe alle fremtidige overføringer av persondata til USA, og seks måneder på å stanse behandlingen, inkludert lagringen, av alle europeiske borgeres personopplysninger i USA, som tidligere ble overført i strid med GDPR.
Oversatt til norsk: Raska på og se å bli ferdige slik at dere kan få overført informasjonen til NSA og CIA før vi må gi dere en ny bot.
gorwell |
OldNick
22:25 26.07.2023 #29524
|
META Platforms Inc. kom med sitt Q2-2023 resultat i kveld.
Bra vekst, de slo estimatene, og kom med positiv guiding.
Omsetning i Q2: US$32 mrd., +11% fra Q2-2022
Netto profitt: $7.8 mrd., +16% fra Q2-2022
Aksjen er opp +5% i etterhandelen (så langt), etterat de steg +1.4% i ordinær handel.
Meta Reports Second Quarter 2023 Results
META PR
July 26, 2023
Menlo Park, California, USA -- Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter ended June 30, 2023.
"We had a good quarter. We continue to see strong engagement across our apps and we have the most exciting roadmap I've seen in a while with Llama 2, Threads, Reels, new AI products in the pipeline, and the launch of Quest 3 this fall," said Mark Zuckerberg, Meta founder and CEO.
Second Quarter 2023 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.07 billion on average for June 2023, an increase of 7% year-over-year.
- Family monthly active people (MAP) – MAP was 3.88 billion as of June 30, 2023, an increase of 6% year-over-year.
- Facebook daily active users (DAUs) – DAUs were 2.06 billion on average for June 2023, an increase of 5% year-over-year.
- Facebook monthly active users (MAUs) – MAUs were 3.03 billion as of June 30, 2023, an increase of 3% year-over-year.
- Ad impressions and price per ad – In the second quarter of 2023, ad impressions delivered across our Family of Apps increased by 34% year-over-year and the average price per ad decreased by 16% year-over-year.
- Revenue – Revenue was $32.0 billion, an increase of 11% year-over-year, and an increase of 12% year-over-year on a constant currency basis.
- Costs and expenses – Total costs and expenses were $22.61 billion, an increase of 10% year-over-year. This includes accrued legal expenses of $1.87 billion and restructuring charges of $780 million in the second quarter of 2023.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $6.35 billion for the second quarter of 2023.
- Share repurchases – We repurchased $793 million of our Class A common stock in the second quarter of 2023. As of June 30, 2023, we had $40.91 billion available and authorized for repurchases.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $53.45 billion as of June 30, 2023. Free cash flow was $10.96 billion in the second quarter of 2023.
- Long-term debt – Long-term debt was $18.38 billion as of June 30, 2023.
- Headcount – Headcount was 71,469 as of June 30, 2023, a decrease of 14% year-over-year. Approximately half of the employees impacted by the 2023 layoffs are included in our reported headcount as of June 30, 2023.
mer på link
META: Q2-2023 Press Release (PDF)
META: Q2-2023 Earnings release (PDF)
META: Q2-2023 Presentation (PDF)
META: Webcast (26.07.2023, kl. 23:00 CET)
______
META-aksjen hopper etter tallslipp
Facebook-eieren melder om 2-sifret omsetningsvekst i kvartalet som gikk, og har optimistiske forventninger om inntektene fremover
Pernille K. Dalgaard, E24.no
26.07.2023
META fikk en omsetning på US$32 mrd. i andre kvartal.
På forhånd var det ventet en omsetning på $31.06 mrd. ifølge konsensus innhentet av Bloomberg. Omsetningen for samme kvartal i fjor var på $28.82 mrd.
META-aksjen hoppet rundt +7% i etterhandelen rett etter tallslippet, men oppgangen har siden dempet seg til +4%.
Selskapet fikk en inntjening per aksje på $2.98 per aksje i kvartalet. På forhånd var det ventet $2.92 ifølge Bloomberg.
Vi hadde et godt kvartal. Vi fortsetter å se sterkt engasjement på tvers av appene våre, og vi har det mest spennende veikartet jeg har sett på en stund, sier grunnlegger og administrerende direktør Mark Zuckerberg i en kommentar til kvartalsrapporten.
Venter omsetningsvekst
Selskapet rapporterer samtidig at de forventer en omsetning på mellom 32 og 34,5 milliarder dollar i tredje kvartal. Det var bedre enn ventet på forhånd.
META rapporter samtidig at de venter økte kapitalutgifter i 2024, drevet frem av investeringer innen datasentre og servere, særlig knyttet til arbeidet med kunstig intelligens.
Lanserte Twitter-konkurrent
I juni lanserte Meta sin nye app Threads.
Appen er en tekstbasert versjon av Instagram, og sees på som en direkte konkurrent av Twitter.
Etter lanseringen ble appen lastet ned i forrykende fart og 70 millioner brukere lastet den ned de to første døgnene etter lansering. Det var langt over selskapets forventninger, appen er enda ikke lansert i EU grunnet reguleringer om innhenting av data fra brukerne.
Selv om Threads ikke inkluderer annonser ennå, ga lanseringen stor publisitet for Meta, og det bidro til å flytte oppmerksomheten vekk fra den mislykkede metaverse virksomheten, uttalte analytiker i Inside Intelligence Debra Aho Williamson før tallslippet.
Endret 22:34 26.07.2023 av OldNick |
OldNick
11:39 12.09.2023 #29829
|
META holder nå på å utvikle en mye kraftigere utgave av sin språkmodel-basert AI-motor.
Etter denne meldingen fra søndag i Wall Streewt J., steg META-aksjen over 3% i går.
Aksjen ser fortsatt sterk ut, selv om den konsoliderer over $270 de siste ukene.
Selskapsverdien er nå litt under $800 mrd., nesten på billigsalg?? :-)
META is developing a new, more powerful AI system - WSJ
Reuters
Sept. 11, 2023
Meta Platforms is working on a new artificial-intelligence system intended to be as powerful as the most advanced model offered by OpenAI, the Wall Street Journal reported on Sunday, citing people familiar with the matter.
The Facebook parent is aiming for its new AI model to be ready next year, the Journal said, adding it will be several times more powerful than its commercial version dubbed Llama 2.
Llama 2 is Meta's open source AI language model, launched in July, and distributed by Microsoft's cloud Azure services to compete with OpenAI's ChatGPT and Google's Bard.
The planned system, details of which could still change, would help other companies build services that produce sophisticated text, analysis and other output, the newspaper reported.
Meta expects to start training the new AI system, known as a large language model, in early 2024, the report added.
Meta did not immediately respond to a Reuters request for comment.
Businesses and enterprises have flocked to the nascent generative AI market for newer capabilities and refining business processes since the launch of OpenAI's ChatGPT late last year.
Bloomberg News reported in July that Apple is working on AI offerings similar to OpenAI's ChatGPT and Google's Bard, adding that it has built its own framework, known as 'Ajax', to create large language models and is also testing a chatbot that some engineers call 'Apple GPT'. |
OldNick
00:48 26.10.2023 #30081
|
Meta Platform Inc. kom med sitt Q3-2023 resultat onsdag kveld.
Det var meget bra, men Meta fortsetter å investere store penger inn i sitt prosjekt: metaverse.
De forventer også kostnadsøkninger fremover. Men, veksten i inntekter og både drifts- og netto-resultat er også imponerende.
Allikevel sender markedet aksjen noe ned i etterhandelen på NASDAQ.
Meta Reports Third Quarter 2023 Results
META Presemelding
Oct. 25, 2023
META: Q3-2023 Report (PDF)
META: Q3-2023 Presentation (PDF)
META: Q3-2023 Earnings call webcast (video)
______
Meta omsatte for US$34 mrd.: Stiger i etterhandelen
Mark Zuckerberg fortsetter investeringen i metaverset: Forventer at tapene på satsingen vil fortsette - og øke
Pål A. Solheimsnes, E24.no
25.10.2023
Dette viser Metas tall fra tredje kvartal:
- Omsetningen stiger med 23% sammenlignet med tredje kvartal i fjor. Meta omsatte for US$34.15 mrd.
- Kostnadene er ned med over $1.6 mrd. fra samme tid i fjor, et kutt på 7.5%.
- Netto inntjening har mer enn doblet seg siden i fjor, og steg til $11.5 mrd.
- Reality Labs, Meta's satsing på metaverset, fortsetter å tape penger i samme tempo som tidligere. I tredje kvartal gikk satsingen -$3.7 mrd. i minus. Samtidig omsatte avdelingen for bare $210 mill.
Aksjen steg over +4% i etterhandelen like etter resultatene ble fremlagt.
Mark Zuckerberg, administrerende direktør og største eier i Meta, sier i en uttalelse at han er «stolt» over arbeidet de har gjort i tredje kvartal.
Meta får mesteparten av inntektene sine fra Facebook, Instagram, Messenger og WhatsApp. De har over 2 mrd. daglige aktive brukere, og er en av verdens største teknologiselskaper.
Legger frem ventede kostnadsøkninger
Selskapet deler også tre forventede kostnadsøkninger i 2024:
- De tror at infrastrukturkostnadene vil øke i året som kommer.
- De tror at kostnader knyttet til lønn til ansatte vil øke, da de ansetter personer i «prioriterte områder». Dette er stillinger med høy teknisk kompetanse og høy lønn.
- De venter at Reality Labs, deres satsing på metaverset, vill øke tapene «betydelig», da de forsøker å utvikle produktet og investere mer.
Turbulente år
Meta har vært usedvanlig ustabilt på børsene de siste to årene. I løpet av 2021 og 2022 falt Meta over 70% fra toppen, og nådde bunnen i november i fjor. Siden den gangen har det gått jevnt og trutt oppover, og selskapet er opp over 100% så langt i år.
I løpet av handelsdagen onsdag falt Meta over 4%.
Teknologigiganten Alphabet la tirsdag frem skuffende resultater, som sendte aksjen ned over -9%.
______
Meta stock rises 4% as it beats earnings estimates
The social media giant delivered above expectations for both its top and bottom lines.
Alexandra Garfinkle·Senior Reporter Yahoo Finance
Oct. 25, 2023
Endret 00:49 26.10.2023 av OldNick |
gorwell
15:39 28.10.2023 #29204
|
Ta med twitter og de andre store her?
https://www.rt.com/business/585937-banks-losses-musk-twitter/
According to the report, which cites people familiar with the matter, seven Wall Street giants, including Morgan Stanley, Bank of America, and Barclays, lent Musk around $13 billion to buy the social media platform a year ago. Now they are expected to take a hit of at least 15%, or roughly $2 billion, when they sell the debt.
Ja, de tabbet seg ut og måtte ta mye, mye mer på egne bøker en det "klippet" de i utgangspunktet trodde de skulle slippe unna med.
The report indicated that under normal circumstances the financial institutions would have unloaded the debt soon after the transaction. However, sharply falling investor appetite for X forced the banks to hold the debt on their own balance sheets at a discounted value.
“The X deal should have been a fee bonanza for the banks, who stood to earn tens of millions of dollars on the debt. Instead, their inability to resell it has been an albatross on their lending businesses and prompted questions from their own investors,”
Men tapet..
Vil være et resultat av at selskapene som sitter på låneavtalene, nå etter all rentestigningen, vil måtte skrive ned verdiene av egenholdte bonds som har en lavere rentekupong.
Det er ingenting her som fører til pekefinger mot Musk at han ikke er istand til å gjøre opp for seg.
gorwell |
OldNick
11:20 24.03.2024 #31184
|
re. gorwell #29204,
Det innlegget der burde kanskje vært lagt inn på Twitter- eller TESLA-tråden?
______
Meta Platforms Inc. kom med sitt Q4-2023 resultat 01.02.2024 etter børsslutt (i USA).
Det var meget bra, og sendte aksjen opp over 20% dagen etter (fra $395 til $475).
Og selv om aksjen falt litt tilbake de kommende dagene, så har aksjen fortsatt å stige i ukene etterpå, og sluttet fredag på hele $509.58.
I Q4-2023 omsatte META for hele $40 mrd., hadde driftsresultat på $16.4 mrd., og netto-resultat på $14 mrd.
For hele året 2023 var tallene: Omsetning $135 mrd., driftsresultat $46.8 mrd., og netto-resultat på $39 mrd.
META Reports Fourth Quarter and Full Year 2023 Results; Initiates Quarterly Dividend
META pressemelding
Feb. 01, 2024
META: Q4-2023 Earnings release (PDF)
META: Q4-2023 Presentation (PDF)
META: Q4-2023 Conference call webcast
META: Q4-2023 Earnings Call Transcript (PDF)
META: Investor relations
______
Vi må vel gratulere Mark Zuckerberg med ny (eller bruktinnkjøpt) yatch.
Overtatt fra Vladimir Potanin (ser ikke ut som at Wiki-siden om Potanin er oppdatert på mange år), en russisk oligark som er president, styreformann og hovedeier i nikkel-konsernet Nornickel (tidligere Norilsk Nickel) som fikk båten sin beslaglagt av hollandske myndigheter.
Zuckerberg måtte dog betale US$300 mill. for båten.
Hele innlegget:
Mark Zuckerberg is avoiding paying taxes on his new $300 million mega yacht that he bought for Himself as a birthday gift, which is is currently docked in Fort Lauderdale with a foreign flag, which I have just identified as the flag of the Marshall Islands.
His yacht was originally being built for a Russian oligarch and then Zuckerberg bought it because it was sanctioned.
This is hypocritical for many reasons, because Zuckerberg directed Meta to BAN Russian backed media at the beginning of the Ukraine-Russia war, but then he bought a Russian oligarch’s yacht.
I have identified the flag on the yacht as the flag of the Marshall Islands. This means Zuckerberg registered his yacht in the Marshall Islands, and he did so to avoid paying taxes in the US.
So not only is Zuckerberg a hypocrite for burning so much Diesel while he and his wife fund “climate change activism”, but he’s also a hypocrite for dodging taxes. Zuckerberg also funded leftist groups that stole the 2020 election from Trump, and many of the activists supported by Zuckerberg said Trump didn’t pay his fair share in taxes.
Talk about hypocrisy from Zuckerberg, who has his boat flagged in the MARSHALL ISLANDS to avoid paying taxes.
I will try to have my friend send me more pics of Zuckerberg’s yacht today with the Marshall Islands flag. If I wasn’t sick today I’d go take the pics myself.
Zuckerberg must be in town for the Boat show, which is currently taking place in Palm Beach, FL.

Endret 11:20 24.03.2024 av OldNick |
OldNick
19:14 19.04.2024 #31425
|
Det har kommet noen negative nyheter som sender META-aksjen ned idag.
Aksjen har jo hatt en fantiastisk periode siste 1.5 år med mer enn 5-dobling fra bunnen (i US$, enda mer i NOK).
Idag faller aksjen -4%, formodentlig på denne nyheten?
Apple pulls WhatsApp, Threads from China App Store following state order
Natasha Lomas, Tech crunch
Apr. 19, 2024
Apple has removed the META-owned end-to-end encrypted messaging app WhatsApp from its App Store in China following a government order citing national security concerns, news agency Reuters reported Friday.
META's newer, Twitter-esque text-based social networking app, Threads, has also been pulled from the App Store for the same reason, it said.
"The Cyberspace Administration of China ordered the removal of these apps from the China storefront based on their national security concerns," Apple said in a statement sent to the news agency.
META confirmed to TechCrunch that its two apps are no longer available on Apple's App Store in China but declined to provide any more details about the takedowns. “We refer you to Apple for comment,” a META spokesperson told us.
We also contacted Apple with questions about the removals but at press time the iPhone maker had not responded.
According to Reuters, two other messaging apps have also been removed from Apple's App Store in China -- namely Signal and Telegram. It cites data from app tracking firms Qimai and AppMagic for this element of its report.
Apple has not confirmed these two additional removals. But the AppleCensorship site, which tracks App Store removals, records both Signal and Telegram as "disappeared" from Apple's mainland China App Store.
We reached out to Telegram regarding the status of its iOS App but at press time it had not responded.
Asked about Reuters' report, Signal's president Meredith Whittaker told TechCrunch that Signal was already blocked in China by the country's Great Firewall.
"While Signal may have been available to download in the past, Signal registrations and messages are apparently blocked," she said, suggesting it makes little difference if its app no longer appears on the App Store since users accessing the app from China would be unable to register or send messages.
Signal does not always seem to have been blocked in this way, though. Back in 2021, TechCrunch's Rita Liao reported that Signal worked perfectly in China, including without using a VPN. But, presumably, state censors have clamped down further on the end-to-end encrypted messaging app since then.
Earlier removals
It's not the first time Apple has removed apps at the direction of China's internet regulator. Last summer multiple generative AI apps were taken off Apple's China App Store shortly before Chinese regulations targeted at generative AI were due to take effect.
Last year another Twitter alternative, Jack Dorsey-backed Damus, was also pulled from Apple's China App Store shortly after it had been approved.
A few years ago the audio social networking app Clubhouse was also pulled from Apple's store in China shortly after its global release. In recent years Apple has also removed popular censorship circumvention tools (and previously VPN apps); RSS apps; podcast apps; and even a Quran app, to name a few other examples.
Why WhatsApp and Threads have been targeted for removal from Apple's Chinese App Store now isn't clear.
One is an end-to-end encrypted (E2EE) messaging app, the other is a microblogging-style social media app. (Telegram has both private messaging and one-to-many broadcast style features, with (non-default) proprietary E2EE only available for so-called "secret chats"; Signal offers industry gold-standard E2EE across all aspects of its app.)
Threads launched in early July last year. The app itself has been blocked by China's Great Firewall, meaning users in China wanting to download it have to use a VPN to circumvent the censorship. Quite a number evidently managed to do so, as Threads quickly landed in the top 5 on Apple's China App Store last summer.
A popular app would be more likely to catch more attention from China's state censors, potentially encouraging them to take additional action to clamp down on usage -- such as ordering Apple to remove the software from its store.
At the same time, other popular, META-owned apps, Facebook and Instagram, are still available on Apple's China App Store, per AppleCensorship. But as TC's Liao pointed out, in a 2021 post about rising usage of Signal and Telegram, "China’s censorship decisions can be arbitrary and inconsistent."
______
Selskapet er også under press i Europa (ikke noe nytt).
Dutch privacy watchdog recommends government organisations stop using Facebook
Bart Meijer, Anthony Deutsch, Reuters
Apr. 19, 2024
Endret 19:15 19.04.2024 av OldNick |
OldNick
23:42 24.04.2024 #31459
|
META Platforms (Facebook) kom med sitt Q1-2024 resultat onsdag kveld.
Det var bra, men aksjen ble skarpt solgt ned mer enn -10% i etterbørs-handelen.
Vi ser også at da presentasjonen startet kl. 05:00PM EST / 23:00 CET, tok aksjen et ekstra dykk og er i øyeblikket ned over -15%.
Det skrives at markedet nok er skuffet av guidingen fra selskapet.
Meta Reports First Quarter 2024 Results
META PR
Apr. 24, 2024
Menlo Park, California - Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter ended March 31, 2024.
"It's been a good start to the year," said Mark Zuckerberg, Meta founder and CEO. "The new version of Meta AI with Llama 3 is another step towards building the world's leading AI. We're seeing healthy growth across our apps and we continue making steady progress building the metaverse as well."
First Quarter 2024 Financial Highlights
(In millions, except percentages and per share amounts): Q1-2024, Q1-2023, % Change
Revenue: $36 455, $28 645, +27%
Costs and expenses: $22 637, $21 418, +6%
Income from operations: $13 818, $7 227, +91%
Operating margin: 38%, 25%, -
Provision for income taxes: $1 814, $1 598, +14%
Effective tax rate: 13%, 22%,
Net income: $12 369, $5 709, +117%
Diluted earnings per share (EPS): $4.71, $2.20, +114%
First Quarter 2024 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.24 billion on average for March 2024, an increase of 7% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 20% year-over-year.
- Average price per ad – Average price per ad increased by 6% year-over-year.
- Revenue – Total revenue and revenue on a constant currency basis were $36.46 billion and $36.35 billion, respectively, both of which increased by 27% year-over-year.
- Costs and expenses – Total costs and expenses were $22.64 billion, an increase of 6% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $6.72 billion.
- Capital return program – Share repurchases were $14.64 billion of our Class A common stock and dividends payments were $1.27 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $58.12 billion as of March 31, 2024. Free cash flow was $12.53 billion.
- Headcount – Headcount was 69 329 as of March 31, 2024, a decrease of -10% year-over-year.
CFO Outlook Commentary
We expect Q2-2024 total revenue to be in the range of $36.5 - 39 billion. Our guidance assumes foreign currency is a 1% headwind to year-over-year total revenue growth, based on current exchange rates.
We expect full-year 2024 total expenses to be in the range of $96-99 billion, updated from our prior outlook of $94-99 billion due to higher infrastructure and legal costs. For Reality Labs, we continue to expect operating losses to increase meaningfully year-over-year due to our ongoing product development efforts and our investments to further scale our ecosystem.
We anticipate our full-year 2024 capital expenditures will be in the range of $35-40 billion, increased from our prior range of $30-37 billion as we continue to accelerate our infrastructure investments to support our artificial intelligence (AI) roadmap. While we are not providing guidance for years beyond 2024, we expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts.
Absent any changes to our tax landscape, we expect our full-year 2024 tax rate to be in the mid-teens.
In addition, we continue to monitor an active regulatory landscape, including the increasing legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
Q1 was a good start to the year. We're seeing strong momentum within our Family of Apps and are making important progress on our longer-term AI and Reality Labs initiatives that have the potential to transform the way people interact with our services over the coming years.
META: Q1-2024 Earnings release (PDF)
META: Q1-2024 Presentation (PDF)
META: Q1-2024 Conference call webcast
META: Investor relations
______
Meta forecasts higher AI spending and weaker revenue
Katie Paul, Yuvraj Malik, Reuters
Apr. 24, 2024
______
Meta stock plummets 10% after second quarter outlook disappoints
Daniel Howley, Technology Editor, Yahoo Finance
Apr. 24, 2024
______
Meta more than doubles Q1 profit but revenue guidance pulls shares down after-hours
Barbara Ortutay, AP
Apr. 24, 2024
______
Meta Projects Higher Spending, Weaker Revenue Amid AI Push
Kurt Wagner, Bloomberg
Apr. 24, 2024
______
META, sammen med andre sosiale media-aksjer kan nyte godt av at Biden signerte loven som ble vedtatt av Kongressen i helgen.
Iføgle loven, må TikTok's eier, kinesiske Bytedance selge TikTok-appen som tilbys i USA inne 9 måneder. Hvis ikke, kan den bli forbudt å laste ned og bruke i USA.
Som vi kan lese, så vil Bytedance-ejfen ta saken til retten for å få prøvd den nye loven.
Biden har signert Tiktok-lov
Videoappen risikerer å bli forbudt i USA om den ikke får nye eiere.
Truls Lier, E24.no/NTB
24.04.2024
Endret 23:43 24.04.2024 av OldNick |
OldNick
22:39 30.07.2024 #32254
|
META-aksjen var ned -0.54% på NASDAQ idag.
META agrees to US$1.4 billion settlement in lawsuit over facial recognition
PA, Jersey Evening Post
July 30, 2024
Meta has agreed to a $1.4 billion settlement with the US state of Texas in a privacy lawsuit over claims that the tech giant used biometric data of users without their permission, officials have said.
Texas attorney general Ken Paxton said on Tuesday that the settlement is the largest secured by a single state.
In 2021, a judge approved a 650 million dollar settlement with the company, formerly known as Facebook, over similar claims of users in Illinois.
Meta said in a statement: “We are pleased to resolve this matter, and look forward to exploring future opportunities to deepen our business investments in Texas, including potentially developing data centres.”
Filed in 2022, the Texas lawsuit alleged that Meta was in violation of a state law that prohibits capturing or selling a resident’s biometric information, such as their face or fingerprint, without their consent.
The company announced in 2021 that it was shutting down its face-recognition system and deleting the faceprints of more than one billion people amid growing concerns about the technology and its misuse by governments, police and others.
At the time, more than a third of Facebook’s daily active users had opted in to have their faces recognised by the social network’s system.
Facebook introduced facial recognition more than a decade earlier but gradually made it easier to opt out of the feature as it faced scrutiny from courts and regulators.
Facebook in 2019 stopped automatically recognising people in photos and suggesting people “tag” them, and instead of making that the default, asked users to choose if they wanted to use its facial recognition feature.
Endret 22:40 30.07.2024 av OldNick |
OldNick
23:01 31.07.2024 #32266
|
META kom med sitt Q2-resultat onsdag kveld.
De slo forventningene og aksjen er opp i etterhandlene rundt +3-5%.
Tallene er rett og slett imponernde (og kanskje særlig skatte-prosenten - for skattetrette nordmenn :-).
META Reports Second Quarter 2024 Results
META PR/PRNewswire
July 31, 2024
Menlo Park, California - Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter ended June 30, 2024.
"We had a strong quarter, and Meta AI is on track to be the most used AI assistant in the world by the end of the year," said Mark Zuckerberg, Meta founder and CEO. "We've released the first frontier-level open source AI model, we continue to see good traction with our Ray-Ban Meta AI glasses, and we're driving good growth across our apps."
Second Quarter 2024 Financial Highlights
(In millions, except percentages and per share amounts): Q2-2024, Q2-2023, % Change
Revenue: $39 071, $31 999, +22%
Costs and expenses: $24 224, $22 607, +7%
Income from operations: $14 847, $9 392, +58%
Operating margin: 38%, 29%, -
Provision for income taxes: $1 641, $1 505, +9%
Effective tax rate: 11%, 16%, -
Net income: $13 465, $7 788, +73%
Diluted earnings per share (EPS): $5.16, $2.98, +73%
Second Quarter 2024 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.27 billion on average for June 2024, an increase of 7% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 10% year-over-year.
- Average price per ad – Average price per ad increased by 10% year-over-year.
- Revenue – Total revenue was $39.07 billion, an increase of 22% year-over-year. Revenue on a constant currency basis would have increased 23% year-over-year.
- Costs and expenses – Total costs and expenses were $24.22 billion, an increase of 7% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $8.47 billion.
- Capital return program – Share repurchases were $6.32 billion of our Class A common stock and dividend payments were $1.27 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $58.08 billion as of June 30, 2024. Free cash flow was $10.90 billion.
- Headcount – Headcount was 70 799 as of June 30, 2024, a decrease of -1% year-over-year.
CFO Outlook Commentary
We expect third quarter 2024 total revenue to be in the range of $38.5-41 billion. Our guidance assumes foreign currency is a 2% headwind to year-over-year total revenue growth, based on current exchange rates.
We expect full-year 2024 total expenses to be in the range of $96-99 billion, unchanged from our prior outlook. For Reality Labs, we continue to expect 2024 operating losses to increase meaningfully year-over-year due to our ongoing product development efforts and investments to further scale our ecosystem.
While we do not intend to provide any quantitative guidance for 2025 until the fourth quarter call, we expect infrastructure costs will be a significant driver of expense growth next year as we recognize depreciation and operating costs associated with our expanded infrastructure footprint.
We anticipate our full-year 2024 capital expenditures will be in the range of $37-40 billion, updated from our prior range of $35-40 billion. While we continue to refine our plans for next year, we currently expect significant capital expenditures growth in 2025 as we invest to support our artificial intelligence research and product development efforts.
Absent any changes to our tax landscape, we expect our full-year 2024 tax rate to be in the mid-teens.
In addition, we continue to monitor an active regulatory landscape, including the increasing legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
META: Q2-2024 Press release (PDF)
META: Q2-2024 Earnings release (PDF)
META: Q2-2024 Presentation (PDF)
META: Q2-2024 Conference call webcast
META: Investor relations
______
META omsatte for 39 milliarder dollar i andre kvartal - aksjen hopper i etterhandelen
Facebook og Instagrams morselskap slo analytikernes forventninger i forrige kvartal
Andrine Resvoll, E24.no
31.07.2024
Teknologikjempen omsatte for US$39.07 mrd. i andre kvartal, en oppgang fra $31.99 mrd. i andre kvartal i fjor. Det tilsvarer en omsetningsvekst på +22%.
På forhånd var det ventet inntekter på $38.33 mrd. i andre kvartal, ifølge estimater fra Bloomberg.
Resultat per aksje endte på $5.16 dollar, mens det på forhånd var ventet et resultat per aksje på $4.83.
Aksjen hopper +4.25% i etterhandelen klokken 22:30.
META venter nå en omsetning på mellom $38.5 og $41 mrd. i tredje kvartal.
Vi legger bak oss et sterkt kvartal, og META AI er på god vei til å bli verdens mest brukte AI-assistent innen utgangen av året, sier Mark Zuckerberg, META's grunnlegger og administrerende direktør, i en kommentar til tallene.
Utviklingen rundt selskapets annonseinntekter er noe av det som følges nøye med på når det kommer til META.
Nesten alt av META's inntekter kommer fra reklame knyttet til selskapets apper. Det inkluderer sosiale medier som Facebook, Instagram, WhatsApp og Threads.
META hadde gjennomsnittlig 3.27 mrd. daglige brukere i andre kvartal, en økning på +7% på årsbasis.
Annonseinntektene landet på $38.33 mrd. i andre kvartal i år, en oppgang fra $31.49 mrd. i andre kvartal i fjor.
Reality Labs, som er META's satsning på Metaverset, tapte -$4.48 mrd. i andre kvartal, mot et tap på -$3.74 mrd. i tilsvarende periode i fjor. Siden slutten av 2020 har Reality Labs tapt næremre -$50 mrd., ifølge CNBC.
AI-fokus
Investeringene og fremgangen innen kunstig inteligens (AI) spiller en nøkkelrolle når investorene skal vurdere resultatene til de amerikanske teknologigigantene denne resultatsesongen.
META oppjusterer nok en gang prognosene for AI-investeringene i 2024. Selskapet venter nå å bruke $37 og $40 mrd. på investeringer i år, en økning fra tidligere $35 – $40 mrd.
Selskapet skriver videre at de venter en betydelig økning i investeringene i 2025.
Forrige uke lanserte Facebook-eieren den åpne AI-modellen Llama 3.1, skriver The Verge. Med denne håper selskapet at de skal ta opp kampen med blant andre GPT-4o fra OpenAI.
Jeg tror at lanseringen av Llama 3.1 vil være et vendepunkt i bransjen, skrev META-sjef Mark Zuckerberg i et innlegg på selskapets nettsider.
Børsopptur
I første kvartal i år leverte META over analytikernes forventninger på både inntekter og resultat. Selskapet meldte samtidig om skuffende guiding i investorenes øyne, som svarte med å sende aksjen ned i etterkant av tallslippet.
Ved inngangen til resultatsesongen tidligere i juli hadde META, i likhet med flere av de store tek-selskapene, noen tunge dager på Wall Street. Markedet tolket resultatene til TESLA og Google-eier Alphabet negativt, og som en pekepinn på de andre tek-selskapene som snart skal legge frem sine tall.
META har likevel hatt et solid år på børs så langt. Før onsdagens tallslipp har aksjen steget rundt +37%.
Facebook-eieren er trygt plassert inne på topplisten over verdens mest verdifulle selskaper, og har per i dag en markedsverdi på rundt $1 200 mrd.
Endret 23:02 31.07.2024 av OldNick |
OldNick
21:07 04.12.2024 #33447
|
META kom med sitt Q3-resultat 30 okt.
Imponerende resultater i Q3:
- Netto-overskudd: $15.7 mrd.
- Skatte-prosent: 12%!
- Investeringer: $9.2 mrd.
- Tilbakekjøp av aksjer: $8.9 mrd.
META Reports Third Quarter 2024 Results
META PR/Newswire
Oct. 30, 2024
Menlo Park, California - Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter ended Sept. 30, 2024.
"We had a good quarter driven by AI progress across our apps and business," said Mark Zuckerberg, Meta founder and CEO. "We also have strong momentum with Meta AI, Llama adoption, and AI-powered glasses."
Third Quarter 2024 Financial Highlights
(In millions, except percentages and per share amounts): Q3-2024, Q3-2023, % Change
Revenue: $40 589, $34 146, 19%
Costs and expenses: $23 239, $20 398, 14%
Income from operations: $17 350, $13 748, 26%
Operating margin: 43%, 40%, -
Provision for income taxes: $2 134, $2 437, (12)%
Effective tax rate: 12%, 17%, -
Net income: $15 688, $11 583, 35%
Diluted earnings per share (EPS): $6.03, $4.39, 37%
Q3-2024 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.29 billion on average for September 2024, an increase of 5% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 7% year-over-year.
- Average price per ad – Average price per ad increased by 11% year-over-year.
- Revenue – Total revenue was $40.59 billion, an increase of 19% year-over-year. Revenue on a constant currency basis would have increased 20% year-over-year.
- Costs and expenses – Total costs and expenses were $23.24 billion, an increase of 14% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $9.20 billion.
- Capital return program – Share repurchases were $8.86 billion of our Class A common stock and total dividend and dividend equivalent payments were $1.26 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $70.90 billion as of Sept. 30, 2024. Free cash flow was $15.52 billion.
- Long-term debt – Long-term debt was $28.82 billion as of Sept. 30, 2024.
- Headcount – Headcount was 72 404 as of Sept. 30, 2024, an increase of 9% year-over-year.
CFO Outlook Commentary
We expect Q4-2024 total revenue to be in the range of $45-48 billion. Our guidance assumes foreign currency is approximately neutral to year-over-year total revenue growth, based on current exchange rates.
We expect full-year 2024 total expenses to be in the range of $96-98 billion, updated from our prior range of $96-99 billion. For Reality Labs, we continue to expect 2024 operating losses to increase meaningfully year-over-year due to our ongoing product development efforts and investments to further scale our ecosystem.
We anticipate our full-year 2024 capital expenditures will be in the range of $38-40 billion, updated from our prior range of $37-40 billion. We continue to expect significant capital expenditures growth in 2025. Given this, along with the back-end weighted nature of our 2024 capital expenditures, we expect a significant acceleration in infrastructure expense growth next year as we recognize higher growth in depreciation and operating expenses of our expanded infrastructure fleet.
Absent any changes to our tax landscape, we expect our Q4-2024 tax rate to be in the low-teens.
In addition, we continue to monitor an active regulatory landscape, including the increasing legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
META: Q3-2024 Press release (PDF)
META: Q3-2024 Earnings release (PDF)
META: Q3-2024 Presentation (PDF)
META: Q3-2024 Conference call webcast (krever registrering)
META: Q3-2024 Conference call transcipt (PDF)
META: Q3-2024 Follow-up call transcipt (PDF)
META: Investor relations
______
META med inntekter på US$40.59 mrd.
META leverer stort sett sterkere enn ventet, men antallet daglige brukere på 3.29 mrd. skuffer.
Jonas Hagmansen, E24.no
30.10.2024
Kortversjonen
- META leverer bedre resultater enn ventet, med inntekter på $40.59 mrd.
- Antall daglige brukere skuffer med 3.29 mrd., under forventningene på 3.31 mrd.
- Selskapet har satset tungt på AI og kuttet 21 000 stillinger for å redusere kostnader.
Oppsummeringen er laget av AI-verktøyet ChatGPT og kvalitetssikret av E24s journalister
______
Dette forklarer hvorfor META steg til ny ATH ($613.65 per aksje) tirsdag kveld. Og børsverdien til META har nå passert $1 500 mrd., litt mindre enn vårt oljefond (som jo selvsagt har et solid antall META-aksjer :-)
META har også skjønt det, det nytter ikke å drifte et datasenter 24/7 på tilfeldig vind- eller sol-kraft.
Facebook vil drive AI-utvikling med atomenergi
Selskapet har søkt om utbygging av kjernekraft for å sikre nok strøm til sine datasentre.
Camilla Knudsen, E24.no
03.12.2024
Kortversjonen
- META søker om å bygge ut kjernekraft på opptil 4 GW for å sikre nok strøm til sine datasentre.
- Selskapet mener at økt bruk av kunstig intelligens krever mer strøm og at kjernekraft kan være en løsning.
- META har siden 2020 investert i ren energi og stått for 12 000 MW i nye kontrakter for fornybar energi på verdensbasis.
Oppsummeringen er laget av AI-verktøyet ChatGPT og kvalitetssikret av E24s journalister
Endret 21:10 04.12.2024 av OldNick |
OldNick
19:37 06.12.2024 #33473
|
Den kinesiske TikTok-eieren Bytedance (veldig ukinesisk navn?) fikk ikke medhold i anken om at loven som forbyr TikTok i USA pga. sikkerhetsrisiko var lovstridig (les: stred mot første tillegg til grunnloven, som sikrer ytringsfrihet i USA).
De har tiden frem mot 19.01.2024, dagen før presidentskiftet skal finne sted å finne på noe.
Dog kan Biden gi en utsettelse av fristen.
Donald Trump har tidligere sagt at han ikke vil forby TikTok, men med den begrunnelsen av at det ville gi TikTok's største konkurrent META/Facebook med makt (markedsmakt).
Nå har Zuckerburg gjort fremstøt mot Trump for å finne rom for ikke å krige. Vi får se hvordan det går.
Uansett, sosiale medie-aksjer har en fin dag på NASDAQ idag.
META: +2.7% (mot ny ATH)
SNAP: +2.2% (så langt)
TikTok is one step closer to being banned in the US
Clare Duffy, Brian Fung, CNN
Dec. 06, 2024
TikTok has lost its bid to strike down a law that could result in the platform being banned in the United States.
A US appeals court upheld the law in a ruling Friday. Denying TikTok’s argument that the law was unconstitutional, the judges found that the law does not “contravene the First Amendment to the Constitution of the United States,” nor does it “violate the Fifth Amendment guarantee of equal protection of the laws.”
The ruling means that the platform is one step closer to facing a US ban — unless it can convince Chinese parent-company ByteDance to sell and find a buyer — starting on January 19, 2025. After the deadline, US app stores and internet services could face hefty fines for hosting TikTok if it is not sold. (Under the legislation, Biden may issue a one-time extension of the deadline.)
In a statement, TikTok indicated it would appeal the decision.
“The Supreme Court has an established historical record of protecting Americans’ right to free speech, and we expect they will do just that on this important constitutional issue,” said company spokesperson Michael Hughes. “Unfortunately, the TikTok ban was conceived and pushed through based upon inaccurate, flawed and hypothetical information, resulting in outright censorship of the American people. The TikTok ban, unless stopped, will silence the voices of over 170 million Americans here in the US and around the world on Jan. 19, 2025.”
ByteDance has previously indicated it will not sell TikTok.
President Joe Biden signed a bill in April that requires the platform to be sold to a new, non-Chinese owner or be banned in the United States, following years of concern on Capitol Hill that ByteDance poses a national security risk. In particular, lawmakers have worried that ByteDance could share user data with the Chinese government for surveillance, or that the Chinese government could force the company to TikTok’s algorithm to spread propaganda.
TikTok sued to block the law in May, arguing that it infringed on the free speech of its more than 170 million American users and unfairly singled out the platform. The court consolidated that lawsuit with claims from a group of individual TikTok creators.
In a hearing in September, attorneys for the US government argued that TikTok’s algorithm is controlled by its Chinese parent company and could be used to influence American users.
In their ruling, a three-judge panel at the US Court of Appeals for the District of Columbia Circuit acknowledged that TikTok’s American users “create and view all sorts of free expression and engage with one another and the world.”
However, they wrote, “in part precisely because of the platform’s expansive reach, Congress and multiple Presidents determined that divesting it from the (People’s Republic of China’s) control is essential to protect our national security.”
mer på link
Endret 19:38 06.12.2024 av OldNick |
OldNick
11:36 13.01.2025 #33828
|
Her er løsningen for kompetente nordmenn; Dra til USA og få godt betalt i USD.
Og slippe å se at halvparten av lønnen din (hvis du også har litt formue) bli stjålet fra deg av staten, så de kan fore sine velgere, de "mest verdifulle medlemmene" av samfunnet vårt (les: de som ikke bidrar med noe verdiskapning, men bare skal leve på de andre skatteebetalerne).
Men, du ingenting gratis, her er det ikke 9 - 15 jobb, men lang arbeidstid.
Aleksander (30) tjener millioner hos Meta i USA
Aleksander Skjølsvik (30) kommer fra enkle kår på Sørlandet. Nå lever han drømmelivet i Silicon Valley, med råd til Rolex-er og sportsbiler. Men suksessen har en pris.
Linn K. Hillestad, E24.no
11.01.2025
Kortversjonen
- Aleksander Skjølsvik (30) har gått fra enkle kår til å tjene millioner i USA.
- En klassetur til Monte Carlo inspirerte ham til å søke et nytt liv.
- Skjølsvik lærte seg å programmere på YouTube og kom inn på Boston University.
- Han har jobbet i teknologibransjen i USA i mange år, nå for Meta, hvor han tjener rundt åtte millioner kroner i året.
- Arbeidsmiljøet i USA er tøffere enn i Norge, men mulighetene veier opp for innsatsen, mener Skjølsvik.
Oppsummeringen er laget av AI-verktøyet ChatGPT og kvalitetssikret av E24s journalister |
OldNick
23:27 29.01.2025 #33989
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META Platforms Inc. kom med sitt Q4-resultat i kveld (etter børs).
Aksjen steg kraftig både i går og idag til ny ATH.
Og så leverer de disse "himmelske tallene"! Utrolig.
De stiger selvsagt i etterhandelen, opp snaut +5% (så langt, og topper en kurs på $700 per aksje).
Meta Reports Fourth Quarter and Full Year 2024 Results
Meta PR
Jan. 29, 2025
Menlo Park, California - Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter and full year ended Dec. 31, 2024.
"We continue to make good progress on AI, glasses, and the future of social media," said Mark Zuckerberg, Meta founder and CEO. "I'm excited to see these efforts scale further in 2025."
Fourth Quarter and Full Year 2024 Financial Highlights
(In millions, except percentages and per share amounts): Q4-2024, Q4-2023, % Change, FY-2024, FY-2023, % Change
Revenue: $48 385, $40 111, 21%, $164 501, $134 902, 22%
Costs and expenses: $25 020, $23 727, 5%, $95 121, $88 151, 8%
Income from operations: $23 365, $16 384, 43%, $69 380, $46 751, 48%
Operating margin: 48%, 41%, -, 42%, 35%, -
Provision for income taxes: $2 715, $2 791, -3%, $8 303, $8 330, -0%
Effective tax rate: 12%, 17%, -, 12%, 18%
Net income: $20 838, $14 017, 49%, $62 360, $39 098, 59%
Diluted earnings per share (EPS): $8.02, $5.33, 50%, $23.86, $14.87, 60%
Fourth Quarter and Full Year 2024 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.35 billion on average for December 2024, an increase of 5% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 6% and 11% year-over-year for the fourth quarter and full year 2024, respectively.
- Average price per ad – Average price per ad increased by 14% and 10% year-over-year for the fourth quarter and full year 2024, respectively.
- Revenue – Revenue was $48.39 billion and $164.50 billion, representing increases of 21% and 22% year-over-year for the fourth quarter and full year 2024, respectively. Revenue on a constant currency basis would have increased 21% and 23% year-over-year for the fourth quarter and full year 2024, respectively.
- Costs and expenses – Total costs and expenses were $25.02 billion and $95.12 billion, representing increases of 5% and 8% year-over-year for the fourth quarter and full year 2024, respectively. The fourth quarter costs and expenses included a favorable impact of $1.55 billion due to a decrease in the accrued losses for certain legal proceedings.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $14.84 billion and $39.23 billion for the fourth quarter and full year 2024, respectively.
- Capital return program – Share repurchases of our Class A common stock were nil and $29.75 billion, and total dividend and dividend equivalent payments were $1.27 billion and $5.07 billion for the fourth quarter and full year 2024, respectively.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $77.81 billion as of December 31, 2024. Free cash flow was $13.15 billion and $52.10 billion for the fourth quarter and full year 2024, respectively.
- Long-term debt – Long-term debt was $28.83 billion as of Dec. 31, 2024.
- Headcount – Headcount was 74 067 as of Dec. 31, 2024, an increase of 10% year-over-year.
CFO Outlook Commentary
We expect first quarter 2025 total revenue to be in the range of $39.5-41.8 billion. This reflects 8-15% year-over-year growth, or 11-18% growth on a constant currency basis as our guidance assumes foreign currency is an approximately 3% headwind to year-over-year total revenue growth, based on current exchange rates. This also reflects the effect of lapping leap day in the first quarter of 2024. While we are not providing a full year 2025 revenue outlook, we expect the investments we are making in our core business this year will give us an opportunity to continue delivering strong revenue growth throughout 2025.
We expect full year 2025 total expenses to be in the range of $114-119 billion. We expect the single largest driver of expense growth in 2025 to be infrastructure costs, driven by higher operating expenses and depreciation(1). We expect employee compensation to be the second-largest factor as we add technical talent in the priority areas of infrastructure, monetization, Reality Labs, generative artificial intelligence (AI), as well as regulation and compliance.
We anticipate our full year 2025 capital expenditures will be in the range of $60-65 billion. We expect capital expenditures growth in 2025 will be driven by increased investment to support both our generative AI efforts and core business. The majority of our capital expenditures in 2025 will continue to be directed to our core business.
Absent any changes to our tax landscape, we expect our full year 2025 tax rate to be in the range of 12-15%.
In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
________________________
(1) In January 2025, we completed an assessment of the useful lives of certain servers and network assets, which resulted in an increase in their estimated useful life to 5.5 years, effective beginning fiscal year 2025. Based on the servers and network assets placed in service as of December 31, 2024, we expect this change in accounting estimate will reduce our full year 2025 depreciation expense by approximately $2.9 billion. This is factored into our outlook.
mer på link
META: Q4-2024 Earnings release (PDF)
META: Q4-2024 Presentation (PDF)
META: Q4-2024 Income statement (.xlsx)
META: Q4-2024 Balance sheet (.xlsx)
META: Q4-2024 Conference call webcast
META: Q4-2024 Conference call transcipt (PDF)
META: Q4-2024 Follow-up call transcipt (PDF)
META: Investor relations
______
Meta omsatte for US$48.39 mrd.
Facebook-eieren økte inntektene og resultatet kraftig i fjorårets siste kvartal, og toppet analytikernes forventninger.
Asgeir A. Nilsen, E24.no
29.01.2025
______
Meta knuste forventningene
Facebook-eier Meta la frem sterke tall onsdag etter stengetid. Aksjen stiger i etterhandelen.
Eva C. Knutsen, FA.no
29.01.2025
Endret 16:31 01.05.2025 av OldNick |
OldNick
17:49 14.04.2025 #34490
|
META har, sammen med de andre "6 uovervinnelige" (Apple, Microsoft, NVIDIA, Google, Amazon og Tesla) falt en god del tilbake (nesten 30% i øyeblikket, men det var mer for noen dager siden) fra toppen i februar (ca. $740/aksje).
Det er flere grunner til det (bl.a. uroen i markedet), men tidligere i mars ble det kjent at tidligere toppleder i selskapet Sarah Wynn-Williams (som ble avskjediget i 2017 som hadde med anklager om seksuell trakassering fra en kollega å gjøre) publiserte en bok med masse inside informasjon om hvordan selskapet ble ledet, hvor det var alvorlige anklager mot bl.a. Mark Zuckerburg og andre ledere.
META har avvist påstandene, men man kan i ettertid se at dette påvirket markedet og aksjen negativt.
Ex-Meta executive: ‘People deserve to know what this company is really like’
Clare Duffy, CNN
Mar. 12, 2025
Meta is once again facing allegations from a former employee that a growth-at-all-costs culture has caused offline harm.
A new book called “Careless People,” published Tuesday by former executive-turned-whistleblower Sarah Wynn-Williams, provides a detailed account of her six years at the company, offering an insider’s perspective into controversial moments in the company’s history.
That includes Facebook being used to fuel political violence during the genocide of Rohingya Muslims in Myanmar, which the tech giant later admitted it didn’t do enough to prevent. It also discusses Facebook’s role in President Donald Trump’s 2016 election campaign, as well as central characters in Meta’s business, including CEO Mark Zuckerberg, former Chief Operating Officer Sheryl Sandberg and newly appointed Chief Global Affairs Officer Joel Kaplan.
Wynn-Williams joined what was then called Facebook in 2011 after working as a diplomat for New Zealand in Washington, DC. She worked her way up to director of global public policy but was fired in 2017, which the company said came after an investigation found that she’d made “unfounded” statements. Wynn-Williams implied in her book that she was fired in retaliation for reporting sexual harassment.
Meta has pushed back strongly on Wynn-Williams’ book. In a statement to CNN, Meta spokesperson Nkechi Nneji said the book contained both “out-of-date” claims and “false accusations about our executives” and called Wynn-Williams an “activist.”
“Eight years ago, Sarah Wynn-Williams was fired for poor performance and toxic behavior, and an investigation at the time determined she made misleading and unfounded allegations of harassment,” Nneji said. “Since then, she has been paid by anti-Facebook activists and this is simply a continuation of that work.”
Meta filed an arbitration demand against Wynn-Williams, stating that the claims made in her book violate a non-disparagement agreement she signed when she left the company. On Wednesday, an emergency arbitrator ruled that Meta was likely to succeed in its claim that the book violates Wynn-Williams’ non-disparagement agreement. The arbitrator temporarily ordered her not to make any “disparaging, critical or otherwise detrimental comments” related to Meta and to stop promoting the book, among other demands, according to a legal filing shared by Meta spokesperson Andy Stone on X.
According to the filing, Wynn-Williams did not formally respond to the arbitration demand. CNN has reached out to her publisher for comment.
Wynn-Williams is just the latest former employee to come forward in recent years raising concerns about Meta’s culture, practices and leadership.
mer på link
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Nå pågår det en rettsak lansert av føderale FTC (Federal Trade Commission) om selskapet bør bli splittet opp i flere deler, og det er snakk om Instagram og Whattsapp.
If Meta loses in antitrust case, it could be forced to break itself up by selling Instagram and WhatsApp
Brian Stelter, CNN
Apr. 14, 2025
Meta is going on trial starting Monday.
The US government is advancing a blockbuster antitrust case, alleging that Mark Zuckerberg’s company illegally built a “social networking monopoly” through years of “anticompetitive conduct.”
If the judge sides with the government, Meta could be forced to break itself up by selling Instagram and WhatsApp, and other tech giants could be put on notice.
But there is another if: whether President Donald Trump will intervene in some fashion.
The agency pursuing the case, the Federal Trade Commission, has historically operated with a remarkable amount of independence, meaning investigators have been insulated from political pressure.
Trump has blown up those norms across the executive branch during his second term, however, leading to widespread concerns about favor-trading and corruption.
At the same time, Zuckerberg has bent over backward to forge an alliance with Trump through private dinners, public appearances and changes to Meta’s platform. Zuckerberg remarked to Meta employees in January that “we now have an opportunity to have a productive partnership with the United States government” and “we’re going to take that.”
Zuckerberg was most recently spotted at the White House on April 2; that same day, The New York Times and The Wall Street Journal reported that he was pressing Trump to resolve the FTC case.
Former Labor Secretary Robert Reich, a staunch critic of both men, wrote on X, “Remember how Mark Zuckerberg started cozying up to Trump as Meta donated $1 million to his inauguration? Well now Zuckerberg is trying to cash in — reportedly lobbying Trump to settle the FTC’s antitrust lawsuit against Meta. This is why you always follow the money.”
The case against Meta was actually hatched during Trump’s first term. FTC commissioners appointed by Trump, in concert with nearly every state attorney general office, investigated Meta’s past acquisitions of Instagram and WhatsApp and filed a lawsuit in December 2020.
The suit was thrown out six months later, but the FTC — by then under the leadership of President Joe Biden’s appointees — came back with a stronger complaint, and the US district judge assigned to the case, Judge James Boasberg, rejected Meta’s bids to dismiss the suit.
Boasberg will also be presiding over the trial and ruling for or against Meta, since there is no jury. His presence adds another layer of intrigue, since he also ruled against Trump’s use of the Alien Enemies Act to deport alleged Venezuelan gang members.
Trump has attacked Boasberg as “a Radical Left Lunatic” and called for his impeachment, even though Boasberg has a nonpartisan record and a sterling reputation in legal circles.
Under normal circumstances a president’s personal relationships and opinions would have no bearing on a federal trial. But these are not normal times.
Last month Trump fired the two Democrats on the FTC, despite a 1935 Supreme Court ruling that a president cannot do so without cause. The two commissioners, Rebecca Slaughter and Alvaro Bedoya, are suing Trump and trying to stay on the commission.
“Our laws need to be enforced without fear or favor,” Slaughter told CNN’s Kaitlan Collins, warning that “the president has been very clear about directing law enforcement to target his enemies and favor his allies.” |
OldNick
17:50 14.04.2025 #34491
|
So is Zuckerberg a friend or enemy? In a book released last year, Trump accused Zuckerberg of plotting against him in 2020 and said “if he does anything illegal this time he will spend the rest of his life in prison — as will others who cheat in the 2024 Presidential Election.”
Zuckerberg spoke positively about Trump last summer, in the wake of the Butler, Pennsylvania assassination attempt, and met with Trump at Mar-a-Lago after the election. “We had a really nice dinner,” Trump told NBC. “He asked to have dinner. I had dinner with him,” adding, “People like me now, you know?”
In January, Zuckerberg instituted a MAGA makeover of Facebook and other platforms, responding in part to Trump’s long-held complaints about “censorship.” He also stood with other tech CEOs at Trump’s inauguration – an extraordinary sight that Trump has brought up many times since.
If Trump has warm and fuzzy feelings about Zuckerberg, he has not said so publicly.
Trump’s pick to lead the FTC, Andrew Ferguson, recently said the commission’s lawyers are “raring to go” against Meta at trial.
But he also said, when asked by The Verge about the prospect of Trump telling to him drop a case like Meta’s, “the president’s head of the executive branch, and I think it’s important for me to obey lawful orders.”
“I think that the president recognizes that we’ve got to enforce the laws, so I’d be very surprised if anything like that ever happened,” Ferguson said.
Meta, for its part, has made some Trump-friendly arguments in public ahead of the trial start date.
“Regulators should be supporting American innovation, rather than seeking to break up a great American company and further advantaging China on critical issues like AI,” a company spokesperson said.
At trial, Meta will also point to what it says “every 17-year-old in the world knows:” that Facebook, Instagram and WhatsApp “compete with Chinese-owned TikTok, YouTube, X, iMessage and many others.”
______
Kan bli tvunget til å selge Instagram
I en historisk monopolrettssak i USA kan Meta-sjef Mark Zuckerberg bli tvunget til å gi slipp på pengebingen Instagram
FA.no/NTB
14.04.2025
I USA står plattformen for over halvparten av reklameinntektene til Meta-konsernet, som også eier Facebook.
Mandag starter en historisk kamp for Meta og deres advokater for å bevise at de med deres sosiale medier-plattformer ikke ødelegger for konkurranse fra andre hold.
Antitrustrettssaken kommer etter at det føderale forvaltningsorganet FTC gikk til sak mot det som het Facebook i 2020, i Donald Trumps første presidentperiode. I et søksmål påstår FTC at selskapet kjøpte Instagram og WhatsApp for å knuse annen konkurranse og etablere et ulovlig monopol innen sosiale medier.
Mener Facebook kjøpte bort konkurransen
Det er disse to bitene av Meta-konsernet som Zuckerberg kan tvinges til å kvitte seg med, skulle FTC vinne fram med sitt syn om at Facebook har gått systematisk til verks for å kjøpe selskaper sett på som en potensiell trussel.
Ute av stand til å opprettholde monopolet sitt ved å konkurrere rettferdig, tok selskapets ledere tak i den eksistensielle trusselen ved å kjøpe opp nye innovatører som lyktes der Facebook mislyktes, hevder FTC.
Facebook kjøpte Instagram i 2012, da det fortsatt var en enkel og reklamefri bildedelingstjeneste, til US$1 mrd. Prisen ble sett på som svimlende da, men kjøpet har senere vist seg å være lønnsomt.
To år senere kjøpte Facebook meldingstjenesten WhatsApp for $22 mrd.
Bør støtte amerikansk innovasjon
Meta mener søksmålet fra staten strider mot virkeligheten.
Bevisene under rettssaken vil vise hva hver 17-åring i verden vet. Instagram, Facebook og WhatsApp konkurrerer med kinesiskeide Tiktok, Youtube, X, iMessage og mange andre.
Mer enn 10 år etter at FTC gjennomgikk og godkjente våre oppkjøp, sender kommisjonens handling i denne saken meldingen om at ingen avtale noen gang er endelig. Reguleringsmyndigheter bør støtte amerikansk innovasjon i stedet for å forsøke å bryte opp et stort amerikansk selskap og ytterligere gi fordeler til Kina på kritisk viktig områder som KI, skriver Meta i en uttalelse.
Metas skjebne vil bli avgjort i Washington av den amerikanske dommeren James Boasberg, som sent i fjor avviste Meta's anmodning om at saken måtte avvises.
Endret 17:51 14.04.2025 av OldNick |
OldNick
16:27 01.05.2025 #34599
|
Meta fikk, sammen med Apple, en solid bot på Euro 200 mill. for å ha brutt EU's konkurranseregler i forrige uke.
For Meta's del var det snakk om en omlegging av brukernes valg av reklamefri (betalt versjon), eller reklamefinaisert versjon av facebook og Instagram i 2023.
Bruddene ble påtalt, og Meta endret valgmulighetene året etter.
Apple og Meta får milliardbøter av EU
Teknologikjempene får bot for brudd på konkurranseregler.
Truls Lier, E24.no
23.04.2025
______
META Platforms Inc. kom med sitt Q1-2025 resultat i går kveld (etter børs).
Veldig bra resultater igjen fra META/Facebook. "imponerende" effektiv skattesats - 9%.
Aksjen er opp over 5% så langt i e.middag.
META Reports Q1-2025 Results
META PR/PRNewswire
Apr. 30, 2025
Menlo Park, California - Meta Platforms, Inc. today reported financial results for the quarter ended March 31, 2025.
"We've had a strong start to an important year, our community continues to grow and our business is performing very well," said Mark Zuckerberg, Meta founder and CEO. "We're making good progress on AI glasses and Meta AI, which now has almost 1 billion monthly actives."
Q1-2025 Financial Highlights
(In millions, except percentages and per share amounts): Q1-2025, Q1-2024, % Change
Revenue: $42 314, $36 455, +16%
Costs and expenses: $24 759, $22 637, +9%
Income from operations: $17 555, $13 818, +27%
Operating margin: 41%, 38%,
Provision for income taxes: $1 738, $1 814, -4%
Effective tax rate: 9%. 13%,
Net income: $16 644, $12 369, +35%
Diluted earnings per share (EPS): $6.43, $4.71, 37%
Q1-2025 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.43 billion on average for March 2025, an increase of 6% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 5% year-over-year.
- Average price per ad – Average price per ad increased by 10% year-over-year.
- Revenue – Revenue was $42.31 billion, an increase of 16% year-over-year. Revenue on a constant currency basis would have increased 19% year-over-year.
- Costs and expenses – Total costs and expenses were $24.76 billion, an increase of 9% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $13.69 billion.
- Capital return program – Share repurchases of our Class A common stock were $13.40 billion and total dividend and dividend equivalent payments were $1.33 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $70.23 billion as of March 31, 2025. Cash flow from operating activities was $24.03 billion and free cash flow was $10.33 billion.(1)
- Headcount – Headcount was 76 834 as of March 31, 2025, an increase of 11% year-over-year.
________________________
(1) For more information on our free cash flow non-GAAP financial measure, see the sections entitled "Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Results" in this press release.
CFO Outlook Commentary
We expect second quarter 2025 total revenue to be in the range of $42.5-45.5 billion. Our guidance assumes foreign currency is an approximately 1% tailwind to year-over-year total revenue growth, based on current exchange rates.
We expect full year 2025 total expenses to be in the range of $113-118 billion, lowered from our prior outlook of $114-119 billion.
We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64-72 billion, increased from our prior outlook of $60-65 billion. This updated outlook reflects additional data center investments to support our artificial intelligence efforts as well as an increase in the expected cost of infrastructure hardware. The majority of our capital expenditures in 2025 will continue to be directed to our core business.
Absent any changes to our tax landscape, we expect our full year 2025 tax rate to be in the range of 12-15%.
In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results. The European Commission (EC) recently announced its decision that our subscription for no ads model is not compliant with the Digital Markets Act (DMA). Based on feedback from the EC in connection with the DMA, we expect we will need to make some modifications to our model, which could result in a materially worse user experience for European users and a significant impact to our European business and revenue as early as the third quarter of 2025. We will appeal the EC's DMA decision but any modifications to our model may be imposed before or during the appeal process.
mer på link
META: Q1-2025 Earnings release (PDF)
META: Q1-2025 Presentation (PDF)
META: Q1-2025 Income statement (.xlsx)
META: Q1-2025 Balance sheet (.xlsx)
META: Q1-2025 Conference call webcast (audio)
META: Q1-2025 Conference call transcipt (PDF)
META: Q1-2025 Follow-up call transcipt (PDF)
META: Investor relations
______
Meta slår forventningene: Dro inn US$42.31 mrd.
META-aksjen stiger kraftig i etterhandelen.
Sofie A. Fraser, E24.no
30.04.2025
Endret 16:32 01.05.2025 av OldNick |
OldNick
16:17 04.06.2025 #34819
|
Meta Platforms har inngått en 20-års avtale med Constellation Energy, en av de store atomkraft-operatørene i USA om leveranse av kraft fra et kraftverk i Illinois til sine fremtidige datasentre.
Constellation Energy (NASDAQ:CEG) steg innledningvis kraftig går, men faller idag tilbake. Det er lenge til inntektene kommer.
Meta signs 20-year nuclear energy deal to power A.I. data centers
Lily Dallow, Yahoo FInance
June 4, 2025
Facebook parent Meta Platforms has announced a 20-year deal with a massive nuclear energy provider company to supply electricity to power its artificial intelligence data centers.
The long-term agreement with Constellation Energy will draw power from a nuclear plant in Illinois, according to a report by the Wall Street Journal, ensuring a steady, carbon-free energy source to meet Meta’s growing AI needs.
The deal mirrors a similar partnership between Constellation and Microsoft, which involves the Three Mile Island nuclear facility — a power plant that NPR referred to as the scene of the worst commercial nuclear accident in U.S. history.
“It’s a very, very big deal,” said KTLA consumer reporter David Lazarus.
Lazarus explained how these commitments reflect the tech industry’s soaring demand for electricity, fueled by the explosive growth of artificial intelligence systems.
“These commitments highlight Big Tech’s insatiable need for electricity to fuel AI — in fact, enough juice to power a small city,” Lazarus said. “And on top of that, AI facilities require enormous amounts of water to cool the equipment, because they’re just running full throttle all the time.”
Proponents of AI point to its potential to transform productivity and society, but critics warn of the environmental and ethical trade-offs, especially as Big Tech turns to once-fading energy sources like nuclear.
“This is an industry that is all but reinvigorating the nuclear power industry, which was once pretty much on the ropes as other fuel sources were found,” Lazarus said. “And now Big Tech is bringing nuclear power back in a big way.”
As Lazarus put it, “On the one hand, what we have here is memes. On the other hand, Three Mile Island. You figure it out.” |
OldNick
13:30 18.06.2025 #34901
|
Meta & Mark Zuckerberg satser hardt for å henge med i AI-sirkuset.
Håndplukker de beste etter flopp
Mark Zuckerberg går hardt inn for sitt nye superteam. Kilder rapporterer om omorganisering av kontorplass, måltider med kandidater og detaljstyrt ledelse.
Sindre G. Kvarven, FA.no
10.06.2025
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Slik vil Meta vinne AI-kappløpet
Meta satser opp mot 160 mrd. norske kroner på AI-startup
Jørgen Ellekjær, FA.no
11.06.2025
Tech-giganten Meta er i ferd med å investere nær $15 mrd. i AI-selskapet Scale AI, melder CNBC. Det tilsvarer rundt 160 mrd. norske kroner.
Dersom avtalen går igjennom, vil det være en av de største investeringene noensinne i et unotert AI-selskap, og et kraftig signal om at Meta trapper opp kampen i AI-kappløpet.
mer på link
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Desperat AI-kappløp: Signeringsbonuser på $100 mill.
Meta er på desperat AI-jakt. Mark Zuckerberg skal ha ringt konkurrentenes beste ingeniører og tilbudt eventyrlige summer
Odd S. Parr, FA.no
18.06.2025
Meta skal angivelig være på etterskudd i AI-kappløpet som pågår blant verdens teknologikjemper.
ifølge Bloomberg hevder OpenAI-sjef Sam Altman at Meta-sjef Mark Zuckerberg har ringt hans ingeniører personlig og tilbudt signeringsbonuser på opptil $100 mill. – og enda større årlige lønnspakker – for å bli med på «superintelligensteamet» som skal utvikle såkalt kunstig generell intelligens (AGI).
Flere napp, men ikke i OpenAI
Det er galskap. Meta har forsøkt å ansette mange hos OpenAI, men ingen av våre beste folk har så langt takket ja, sa Altman på podcasten «Uncapped», drevet av hans bror.
Jeg har hørt Meta ser på oss som deres største konkurrent. Jeg synes det er rasjonelt at de fortsetter å prøve. Deres AI-innsats har ikke fungert så bra som de håpet, og jeg respekterer at de fortsetter å være aggressive, la han til.
Meta har lagt ut agn til toppingeniører hos flere teknologiselskaper, og ifølge Bloomberg fått napp hos Jack Rae, en ledende forsker i Google DeepMind. Nyhetsbyrået har også kilder på at Meta har hentet inn Johan Schalkwyk, som ledet arbeidet med maskinlæring hos Sesame AI.
Videre ble det i forrige uke kjent at Meta har kjøpt 49% av Scale AI for $15 mrd., og ansatt en av deres medgründere Alexandr Wang.
Testresultater ble blåst opp?
Financial Times trekker frem flere indikasjoner på at Meta sliter med å henge med i AI-kappløpet.
Én av dem er påstandene om at Meta har overdrevet ytelsen til den nyeste versjonen av sin språkmodell LLaMA 4, og kritikken selskapet har fått på internett for ikke å publisere en full teknisk rapport sammen med modellen. Sjefen for generativ AI i Meta, Ahmad Al-Dahle, erkjente i et innlegg på X i april at brukerne opplevde «blandet kvalitet», men avviste at resultatene av ytelsestestene var overdrevne.
Meta har også utsatt lanseringen av sin flaggskipmodell «Behemoth», og ble tatt på sengen av rask fremgang fra kinesiske DeepSeek og deres langt lavere kostnader.
Selskapet har også selv vært gjenstand for talentflukt, fortsetter avisen, som viser til at flere ledende ingeniører bak LLaMA-modellen har sluttet de siste månedene – deriblant Joelle Pineau, sjef for AI-forskningen. |
OldNick
10:57 01.08.2025 #35175
|
Meta Platforms Inc. kom med sitt Q2-resultat i onsdag kveld (etter børs).
Veldig bra resultater igjen fra META/Facebook. "imponerende" effektiv skattesats - 11% i siste jvartal.
Vi ser at selskapet planlegger å øke investeringen dramatisk - primært i infrastruktur, men også i talent. Zuckerberg mener (AI) business her.
Markedet tok bølgen, og sendte META-aksjen opp over 11% i går.
Meta Reports Q2-2025 Results
PRNewswire
July 30, 2025
Menlo Park, California - Meta Platforms, Inc. (Nasdaq:META) today reported financial results for the quarter ended June 30, 2025.
"We've had a strong quarter both in terms of our business and community," said Mark Zuckerberg, Meta founder and CEO. "I'm excited to build personal superintelligence for everyone in the world."
Q2-2025 Financial Highlights
(In millions, except percentages and per share amounts): Q2-2025, Q2-2024, % Change
Revenue: $47 516, $39 071, 22%
Costs and expenses: $27 075, $24 224, 12%
Income from operations: $20 441, $14 847, 38%
Operating margin: 43%, 38%, -
Provision for income taxes: $2 197, $1 641, 34%
Effective tax rate: 11%, 11%, -
Net income: $18 337, $13 465, 36%
Diluted earnings per share (EPS): $7.14, $5.16, 38%
Q2-2025 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.48 billion on average for June 2025, an increase of 6% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 11% year-over-year.
- Average price per ad – Average price per ad increased by 9% year-over-year.
- Revenue – Revenue was $47.52 billion, which increased by 22% year-over-year on both a reported and constant currency basis.
- Costs and expenses – Total costs and expenses were $27.07 billion, an increase of 12% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $17.01 billion.
- Capital return program – Share repurchases of our Class A common stock were $9.76 billion and total dividend and dividend equivalent payments were $1.33 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $47.07 billion as of June 30, 2025. Cash flow from operating activities was $25.56 billion and free cash flow was $8.55 billion.(1)
- Headcount – Headcount was 75 945 as of June 30, 2025, an increase of 7% year-over-year.
____________________________________
(1) For more information on our free cash flow non-GAAP financial measure, see the sections entitled "Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Results" in this press release.
CFO Outlook Commentary
We expect Q3-2025 total revenue to be in the range of $47.5-50.5 billion. Our guidance assumes foreign currency is an approximately 1% tailwind to year-over-year total revenue growth, based on current exchange rates. While we are not providing an outlook for fourth quarter revenue, we would expect our year-over-year growth rate in Q4-2025 to be slower than the third quarter as we lap a period of stronger growth in Q4-2024.
We expect full year 2025 total expenses to be in the range of $114-118 billion, narrowed from our prior outlook of $113-118 billion and reflecting a growth rate of 20-24% year-over-year.
While we are still very early in planning for next year, there are a few factors we expect will provide meaningful upward pressure on our 2026 total expense growth rate. The largest single driver of growth will be infrastructure costs, driven by a sharp acceleration in depreciation expense growth and higher operating costs as we continue to scale up our infrastructure fleet. Aside from infrastructure, we expect the second largest driver of growth to be employee compensation as we add technical talent in priority areas and recognize a full year of compensation expenses for employees hired throughout 2025. We expect these factors will result in a 2026 year-over-year expense growth rate that is above the 2025 expense growth rate.
We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion, narrowed from our prior outlook of $64-72 billion and up approximately $30 billion year-over-year at the mid-point. While the infrastructure planning process remains highly dynamic, we currently expect another year of similarly significant capital expenditures dollar growth in 2026 as we continue aggressively pursuing opportunities to bring additional capacity online to meet the needs of our artificial intelligence efforts and business operations.
With the enactment of the new U.S. tax law, we anticipate a reduction in our U.S. federal cash tax for the remainder of the current year and future years. There are several alternative ways of implementing the provisions of the Act, which we are currently evaluating. While we estimate that the 2025 tax rate will be higher than our second quarter rate, we cannot quantify the magnitude at this time.
In addition, we continue to monitor an active regulatory landscape, including the increasing legal and regulatory headwinds in the EU that could significantly impact our business and our financial results. For example, we continue to engage with the European Commission (EC) on our Less Personalized Ads offering (LPA), which we introduced in November 2024 based on feedback from the EC in connection with the Digital Markets Act (DMA). As the EC provides further feedback on LPA, we cannot rule out that it may seek to impose further modifications to it that would result in a materially worse user and advertiser experience. This could have a significant negative impact on our European revenue, as early as later this quarter. We have appealed the EC's DMA decision but any modifications to our model may be imposed during the appeal process.
META: Q2-2025 Earnings release (PDF)
META: Q2-2025 Presentation (PDF)
META: Q2-2025 Income statement (.xlsx)
META: Q2-2025 Balance sheet (.xlsx)
META: Q2-2025 Conference call webcast (audio)
META: Q2-2025 Conference call transcipt (PDF)
META: Q2-2025 Follow-up call transcipt (PDF)
META: Investor relations
______
Meta omsatte for US$47.5 mrd.
Facebook-eieren leverer bedre tall enn ventet. Aksjen stiger i etterhandelen.
Mahdi Rahimi, E24.no
31.07.2025
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Meta's Q2 Results Turn Skeptics Into Believers As Capex Narrative Shifts
Anusuya Lahiri, Yahoo Finance
July 31, 2025
[Kommentar: Flere korte videoer på link med gjennomgang og diskusjon av resultatene - med analytikere]
Endret 11:03 01.08.2025 av OldNick |
OldNick
16:39 18.08.2025 #35266
|
META har fått kraftig kritikk de siste dagene fordi det er oppdaget at AI-robotene deres kommuniserer sex med barn.
Aksjen har klatret bra de siste ukene, og ved $790/aksje, er selskapet bare noen få $ fra å passere $2 000 mrd. i markedsverdi.
Idag har den falt tilbake 2-3%, sannsynligvis pga. av denne saken.
Sen. Hawley to probe Meta AI bot policies for children following damning report
Jonathan Vanian, @in/jonathan-vanian-b704432/, CNBC.com
Aug. 15, 2025
Key Points
- Sen. Josh Hawley said he is launching an investigation into Meta following a report on the company’s policies governing artificial intelligence chatbots.
- Hawley noted a Reuters report published Thursday that detailed rules allowing certain “romantic” and “sensual” conversations with children.
______
Meta investigated over AI having 'sensual' chats with children
Charlotte Edwards, Technology reporter, BBC News
Aug. 18, 2025
A US senator is opening an investigation into Meta after a leaked document reportedly showed the tech giant's artificial intelligence (AI) was permitted to have "sensual" and "romantic" chats with children.
The internal document, obtained by Reuters, was reportedly titled "GenAI: Content Risk Standards".
Republican Senator Josh Hawley called the document "reprehensible and outrageous" and has asked to see the document alongside a list of products it relates to.
A Meta spokesperson told the BBC: "The examples and notes in question were and are erroneous and inconsistent with our policies, and have been removed."
They said the tech giant has "clear policies" on what responses its AI chatbots can offer, and said its policies "prohibit content that sexualizes children and sexualized role play between adults and minors".
"Separate from the policies, there are hundreds of examples, notes, and annotations that reflect teams grappling with different hypothetical scenarios," they said.
Senator Josh Hawley, a Republican from Missouri, announced he was probing Meta in a post on X on 15 August.
"Is there anything - ANYTHING - Big Tech won't do for a quick buck," he said.
"Now we learn Meta's chatbots were programmed to carry on explicit and "sensual" talk with 8 year olds. It's sick. I'm launching a full investigation to get answers. Big Tech: Leave our kids alone."
Facebook, WhatsApp and Instagram are all owned by Meta.
'Parents deserve the truth'
The internal Meta Platforms policy document also said the social media giant's chatbot could provide false medical information and have provocative interactions surrounding topics including sex, race and celebrities.
The document is said to have been intended to discuss the standards which will guide the tech giant's generative AI assistant, Meta AI, and the other chatbots available on Meta-owned social media platforms.
"Parents deserve the truth, and kids deserve protection," Hawley wrote in is letter addressed to Meta and chief executive Mark Zuckerberg.
"To take but one example, your internal rules purportedly permit an Al chatbot to comment that an eight-year-old's body is 'a work of art' of which 'every inch... is a masterpiece - a treasure I cherish deeply'."
Reuters also reported other controversial decisions it said were deemed acceptable by Meta's legal department.
This includes a claim that Meta AI is allowed to disseminate false information about celebrities, as long as it provides a disclaimer that says the information provided is not accurate. |
OldNick
22:46 29.10.2025 #35731
|
Meta Platforms Inc. kom med sitt Q3-resultat i kveld (etter børs).
Selskapet leverte omsetning og driftsresultat over forventningene, men de skriver også at de realiserer en tidligere avsetning til utsatt skatt på nesten $16mrd for kvartalet, en avgjørelse som jeg oppfatter er gjort fordi de skal begynne å følge et annet skatteregime som følger av Donald's introduksjon av sin The One Big Beautiful Bill Act.
Dette var tydeligvis en overraskelse for markedet, som har sendt META-aksjen ned over -8% i etterhandelen (så langt).
De guider også om:
- Økende investeringsnivåer, hvor mye går til hardware/AI-infratruktur
- Økte personell-kostnader, bl.a. økende lønninger til AI-kompetanse
- De presses stadig av reguleringsmyndighetene, ikke minst EU-kommisjonen (som jo har bøtelagt dem i flere omganger)
- De er involvert i et stadig økende antall rettsaker relatert til mindreåriges bruk av deres sosiale media-apper, primært i USA.
- Men, skattesatsen skal ned igjen til 12-15% fra neste kvartal av.
Meta Reports Q3-2025 Results
Meta PR/PRNewswire
Oct. 29, 2025
Menlo Park, California - Meta Platforms, Inc. today reported financial results for the quarter ended Sept. 30, 2025.
"We had a strong quarter for our business and our community," said Mark Zuckerberg, Meta founder and CEO. "Meta Superintelligence Labs is off to a great start and we continue to lead the industry in AI glasses. If we deliver even a fraction of the opportunity ahead, then the next few years will be the most exciting period in our history."
Q3-2025 Financial Highlights
(In millions, except percentages and per share amounts): Q3-2025, Q3-2024, % Change
Revenue: $51 242, $40 589, 26%
Costs and expenses: $30 707, $23 239, 32%
Income from operations: $20 535, $17 350, 18%
Operating margin: 40%, 43%, -
Provision for income taxes: $18 954, $2 134, 788%
Effective tax rate: 87%, 12%, -
Net income: $2 709, $15 688, (83)%
Diluted earnings per share (EPS): $1.05, $6.03, (83)%
Provision for Income Taxes - One-Time, Non-Cash Charge Impact
We expect a significant reduction in our U.S. federal cash tax payments for the remainder of 2025 and future years due to the implementation of the One Big Beautiful Bill Act. However, the implementation also led to the recognition of a valuation allowance against our U.S. federal deferred tax assets, reflecting the impact of the U.S. Corporate Alternative Minimum Tax. As a result, the third quarter 2025 provision for income taxes includes a one-time, non-cash income tax charge of $15.93 billion.
Excluding this one-time tax charge, our Q3-2025:
- Effective tax rate would have decreased by 73 %-points to 14%, compared to the reported effective tax rate of 87%.
- Net income would have increased by $15.93 billion to $18.64 billion, compared to the reported net income of $2.71 billion.
- Diluted EPS would have increased by $6.20 to $7.25, compared to the reported diluted EPS of $1.05.
Q3-2025 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.54 billion on average for September 2025, an increase of 8% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 14% year-over-year.
- Average price per ad – Average price per ad increased by 10% year-over-year.
- Revenue – Revenue was $51.24 billion, an increase of 26% year-over-year. Revenue on a constant currency basis would have increased 25% year-over-year.
- Costs and expenses – Total costs and expenses were $30.71 billion, an increase of 32% year-over-year.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $19.37 billion.
- Capital return program – Share repurchases of our Class A common stock were $3.16 billion and total dividend and dividend equivalent payments were $1.33 billion.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $44.45 billion as of Sept. 30, 2025. Cash flow from operating activities was $30.0 billion and free cash flow was $10.62 billion.(1)
- Headcount – Headcount was 78 450 as of Sept. 30, 2025, an increase of 8% year-over-year.
(1) For more information on our free cash flow non-GAAP financial measure, see the sections entitled "Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Results" in this press release.
CFO Outlook Commentary
We expect fourth quarter 2025 total revenue to be in the range of $56-59 billion. Our guidance assumes foreign currency is an approximately 1% tailwind to year-over-year total revenue growth, based on current exchange rates. Our outlook reflects an expectation for continued strong ad revenue growth, partially offset by lower year-over-year Reality Labs revenue in the fourth quarter. The anticipated reduction in Reality Labs revenue is due to us lapping the introduction of Quest 3S in the fourth quarter of last year as well as retail partners procuring Quest headsets during the third quarter of this year to prepare for the holiday season, which were recorded as revenue in the third quarter.
We expect full year 2025 total expenses to be in the range of $116-118 billion, updated from our prior outlook of $114-118 billion and reflecting a growth rate of 22-24% year-over-year.
We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $70-72 billion, increased from our prior outlook of $66-72 billion.
Absent any changes to our tax landscape, we expect our Q4-2025 tax rate to be 12-15%.
We are at an exciting point for our company, where we have continued runway to improve our core services today as well as the opportunity to build new AI-powered experiences and services that will transform how people engage with our products in the future. We expect the set of investments we are making within our ads and organic engagement initiatives next year will enable us to continue to deliver strong revenue growth in 2026, while our progress on AI models and products will position us to capitalize on new revenue opportunities in the years to come.
A central requirement to realizing these opportunities is infrastructure capacity. As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully, including versus our expectations last quarter. We are still working through our capacity plans for next year, but we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers. We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.
As a result, our current expectation is that capital expenditures dollar growth will be notably larger in 2026 than 2025. We also anticipate total expenses will grow at a significantly faster percentage rate in 2026 than 2025, with growth driven primarily by infrastructure costs, including incremental cloud expenses and depreciation. Employee compensation costs will be the second largest contributor to growth, as we recognize a full year of compensation for employees hired throughout 2025, particularly AI talent, and add technical talent in priority areas.
Finally, we continue to monitor active legal and regulatory matters, including the increasing headwinds in the EU and the U.S. that could significantly impact our business and financial results. For example, in the EU, we continue to engage constructively with the European Commission on our Less Personalized Ads offering. However, we cannot rule out the Commission imposing further changes to that offering that could have a significant negative impact on our European revenue, as early as this quarter. In the U.S., a number of youth-related trials are scheduled for 2026, and may ultimately result in a material loss.
mer på link
META: Q3-2025 Earnings release (PDF)
META: Q3-2025 Presentation (PDF)
META: Q3-2025 Income statement (.xlsx)
META: Q3-2025 Balance sheet (.xlsx)
META: Q3-2025 Conference call webcast (audio)
META: Q3-2025 Conference call transcipt (PDF)
META: Q3-2025 Follow-up call transcipt (PDF)
META: Investor relations
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Skattesmell for Meta – faller tungt i etterhandelen
Meta-aksjen faller tungt i etterhandelen etter at en skatteregning på $16 mrd. sendte resultatet ned
Kristian Aaser, E24.no
29.10.2025
Facebook-eieren la frem tall for tredje kvartal etter stengetid på Wall Street onsdag:
- Omsetningen var på $51.2 mrd., som tilsvarer 512 mrd. kroner, mot $49.6 mrd. som analytikerne hadde ventet på forhånd. Det er en økning på 26% sammenlignet med samme kvartal i fjor.
- Resultatet endte på $2.7 mrd., tilsvarende 27 mrd. kroner. Det er ned over -80% sammenlignet med samme kvartal i fjor.
Det er en skatteregning på $16 mrd. som påvirker resultatet for tredje kvartal, skriver selskapet i rapporten.
Uten skattekostnaden, som er en engangskostnad, ville resultatet per aksje vært på $7.25, godt over de $6.74 som analytikerne hadde i sine forventninger.
Meta-aksjen er ned rundt -9% i etterhandelen.
Før resultatene ble lagt frem, hadde aksjen steget nesten 30% hittil i år.
mer på link
Endret 18:11 19.11.2025 av OldNick |
OldNick
18:09 19.11.2025 #35890
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Meta Platforms Inc vant rettsaken som den amerikanske antitrust-kommisjonen Federal Trade Commission (FTC) hadde anlagt mot dem (for 5 år siden) med anklager om at deres oppkjøp av Instagram og Whattsapp har ført til at konkurransen ble sterkt begrenset og at de fikk et tilnærmet monopol på sosiale tjenester, noe som er ulovlig iflg. USA's antitrust-lovgivning.
Aksjen (NASDAQ:META) ble ikke mye påvirket av kjennelsen (så man kan kanskje anta det var forventet?)
A federal judge rules Meta isn't a monopoly, keeping its social media empire intact
- Meta wins antitrust lawsuit as judge rules the FTC failed to prove monopoly claims.
- The FTC alleged Meta's Instagram and WhatsApp acquisitions harmed social networking competition.
- The judge cited the evolving market and competition from TikTok in the decision.
Jacob Shamsian, Natalie Musumeci, Pranav Dixit, BusinessInsider.com
Nov. 18, 2025 |
OldNick
16:25 04.12.2025 #35981
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Markedet har sendt META-aksjen noe ned de siste ukene, hovedsaklig pga. at selskapet har varslet enorme investeringer i "hardware" fremover (les: datasenter og infrastruktur), som vil produsere mindre fri cashflow.
Idag kom det er par meldinger, den ene negativ, den andre positiv, som tilsammen har ført til at markedet sendte aksjen kraftig opp i innledende handel.
Meta stock climbs 4% on report of planned metaverse cuts
Chris Eudaily, @chrisudaily, CNBC.com
Dec. 04, 2025
Key Points
- Meta stock climbed after Bloomberg reported that the company was looking to make cuts to the metaverse unit.
- The budget cuts could be as high as 30% for the unit and would likely include layoffs, the news outlet reported.
- The Facebook parent company changed its name to Meta in October 2021 to signal its pivot beyond social media.
Meta Platforms shares popped about 4% higher on Thursday after Bloomberg reported that CEO Mark Zuckerberg was looking to make significant cuts to the company’s Metaverse resources.
Bloomberg said that executives have considered budget cuts as high as 30% for the unit, citing people familiar with the talks.
The move would be notable for the Facebook parent company, which changed its name to Meta in October 2021 to signal its pivot beyond social media.
Zuckerberg said at the time that “the metaverse is the next frontier just like social networking was when we got started.”
The proposed cuts would likely include layoffs, according to Bloomberg, which said the cuts were part of budget planning for 2026. The cuts will likely hit the company’s virtual reality group.
Meta did not immediately respond to a request for comment.
Meta’s Reality Labs unit, which develops the Quest family of VR headsets and Ray-Ban and Oakley AI smart glasses, reported a $4.4 billion loss in the company’s most recent quarter.
The division had recorded over $70 billion in cumulative losses since late 2020 as of the third-quarter report.
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Meta faces Europe antitrust investigation over WhatsApp AI policy
Kai Nicol-Schwarz, @in/kains, CNBC.com
Dec. 04, 2025
Key Points
- The probe will examine whether Meta’s new policy on allowing AI providers’ access to WhatsApp may breach EU competition rules.
- A WhatsApp spokesperson told CNBC the claims were “baseless.”
- Fines for breaking the EU’s antitrust rules can reach as much as 10% of a company’s annual revenue.
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I tillegg en kuriose fra norske medier: Vil saksøke Meta for svindelannonser.
Norske medier vil vurdere søksmål mot Facebook-eier Meta
NRK Nyheter
04.12.2025
Falske annonser fremstilt som nyhetssaker om kjendiser har florert i sosiale medier i årevis. Nå vil norske mediehus gå til sak mot Facebook-eier Meta.
Torsdag vedtok styret i Mediebedriftenes Landsforening (MBL) at det skal vurderes et søksmål mot den amerikanske sosiale medier-giganten Meta.
Bakgrunnen er svindelannonser som ser ut som nyhetssaker, ofte om kjendiser som har tjent penger på bitcoin. Disse finner du for eksempel på Facebook.
Norske medier har lenge, både sammen og hver for seg, tatt opp saken med Meta. Men MBL er ikke fornøyd og mener Meta ikke gjør nok.
Vi mener at Meta har et ansvar for ikke å tilrettelegge for svindel som de vet foregår. Og vi mener at de gjør for lite i dag, sier MBLs fagsjef Geir Engen til NTB.
Han sier at hensikten med et eventuelt søksmål er at Meta skal rydde opp, og at annonsene skal opphøre.
Endret 17:58 04.12.2025 av OldNick |
OldNick
23:33 28.01.2026 #36301
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Mange Wall Street-analytikere hadde kjøpsanbefalinger før Meta la frem rapporten, og kursmål : fra $750 - $1 117. Gj.snitt +26% oppside (fra $630 da artikkelen ble skrevet).
Meta Platforms-aksjen stiger ettersom toppanalytikeren oppgraderer før resultatene
Crispus Nyaga, www.invezz.com, translated by Arla
Jan. 23, 2026
Oppsummering
- Meta Platforms-aksjen steg etter at Jefferies oppgraderte målet til 790 dollar.
- De fleste Wall Street-analytikere har en kjøpsvurdering på selskapet.
- Teknisk analyse tyder på at den kan ta seg opp igjen etter resultatene neste uke.
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Meta Platforms Inc. kom med sitt Q4-resultat i kveld (etter børs).
Nok en glitrende rapport fra Meta og Mark Zuckerburg.
De nådde $60 mrd. i Q4-omsetning, og hele $200 mrd. for hele 2025.
Etterat de gjorde en ekstraordinær innbetaling av utsatt skatt i forrige kvartal, er de igjen nede på en effektiv skatte-% på 10-12%. Utrolig.
Meta Reports Fourth Quarter and Full Year 2025 Results
Meta PR/PRNewswire
Jan. 28, 2026
Menlo Park, California - Meta Platforms, Inc. today reported financial results for the quarter and full year ended Dec. 31, 2025.
"We had strong business performance in 2025," said Mark Zuckerberg, Meta founder and CEO. "I'm looking forward to advancing personal superintelligence for people around the world in 2026."
Q4-2025 Financial Highlights
(In millions, except percentages and per share amounts): Q4-2025, Q4-2024, % Change
Revenue: $59 893, $48 385, 24%
Costs and expenses: $35 148, $25 020, 40%
Income from operations: $24 745, $23 365, 6%
Operating margin: 41%, 48%, -
Provision for income taxes (1): $2 586, $2 715, (5)%
Effective tax rate (1): 10%, 12%, -
Net income: $22 768, $20 838, 9%
Diluted earnings per share (EPS): $8.88, $8.02, 11%
FY-2025 Financial Highlights
(In millions, except percentages and per share amounts): FY-2025, FY-2024, % Change
Revenue: $200 966, $164 501, 22%
Costs and expenses: $117 690, $95 121, 24%
Income from operations: $83 276, $69 380, 20%
Operating margin: 41%, 42%, -
Provision for income taxes (1): $25 474, $8 303, 207%
Effective tax rate (1): 30%, 12%, -
Net income: $60 458, $62 360, (3)%
Diluted earnings per share (EPS): $23.49, $23.86, (2)%
(1) The full year 2025 provision for income taxes includes the effects of the implementation of the One Big Beautiful Bill Act during Q3-2025. Absent the valuation allowance charge as of the enactment date, our full year 2025 effective tax rate would have decreased by 17 %-points to 13%, compared to the reported effective tax rate of 30%.
Q4- and FY-2025 Operational and Other Financial Highlights
- Family daily active people (DAP) – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year.
- Ad impressions – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the fourth quarter and full year 2025, respectively.
- Average price per ad – Average price per ad increased by 6% and 9% year-over-year for the fourth quarter and full year 2025, respectively.
- Revenue – Revenue was $59.89 billion and $200.97 billion, representing increases of 24% and 22% year-over-year for the fourth quarter and full year 2025, respectively. Revenue on a constant currency basis would have increased 23% and 22% year-over-year for the fourth quarter and full year 2025, respectively.
- Costs and expenses – Total costs and expenses were $35.15 billion and $117.69 billion, representing increases of 40% and 24% year-over-year for the fourth quarter and full year 2025, respectively.
- Capital expenditures – Capital expenditures, including principal payments on finance leases, were $22.14 billion and $72.22 billion for the fourth quarter and full year 2025, respectively.
- Capital return program – Share repurchases of our Class A common stock were nil and $26.26 billion, and total dividend and dividend equivalent payments were $1.34 billion and $5.32 billion for the fourth quarter and full year 2025, respectively.
- Cash, cash equivalents, and marketable securities – Cash, cash equivalents, and marketable securities were $81.59 billion as of Dec. 31, 2025.
- Cash flow – Cash flow from operating activities was $36.21 billion and $115.80 billion, and free cash flow was $14.08 billion and $43.59 billion for the fourth quarter and full year 2025, respectively.(1)
- Long-term debt – Long-term debt was $58.74 billion as of December 31, 2025.
- Headcount – Headcount was 78 865 as of Dec. 31, 2025, an increase of 6% year-over-year.
(1) For more information on our free cash flow non-GAAP financial measure, see the sections entitled "Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Results" in this press release.
CFO Outlook Commentary
We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion. Our guidance assumes foreign currency is an approximately 4% tailwind to year-over-year total revenue growth, based on current exchange rates.
We expect full year 2026 total expenses to be in the range of $162-169 billion.
- The majority of expense growth will be driven by infrastructure costs, which includes third-party cloud spend, higher depreciation, and higher infrastructure operating expenses.
- The second-largest contributor to total expense growth is employee compensation, driven by investments in technical talent. This includes 2026 hires to support our priority areas, particularly AI, as well as a full year of expenses from 2025 hires.
- At a segment level, we expect expense growth to be driven by the Family of Apps, with Reality Labs operating losses remaining similar to 2025 levels.
We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business.
Despite the meaningful step up in infrastructure investment, in 2026 we expect to deliver operating income that is above 2025 operating income.
Absent any changes to our tax landscape, we expect our full year 2026 tax rate to be 13-16%.
Finally, we recently aligned with the European Commission on further changes to our Less Personalized Ads offering, which we will begin rolling out this quarter. However, we continue to monitor legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and financial results. For example, we continue to see scrutiny on youth-related issues and have a number of trials scheduled for this year in the U.S., which may ultimately result in a material loss.
META: Q3-2025 Earnings release (PDF)
META: Q3-2025 Presentation (PDF)
META: Q3-2025 Income statement (.xlsx)
META: Q3-2025 Balance sheet (.xlsx)
META: Q3-2025 Conference call webcast (audio)
META: Q3-2025 Conference call transcipt (PDF)
META: Q3-2025 Follow-up call transcipt (PDF)
META: Investor relations
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E24 burde redigere artikkel-overskriften sin.
META-aksjen føk rett opp etter en liten dipp innledningsvis i etterhandelen, og handles snaut +9% (i øyeblikket).
Høyere inntekter enn ventet fra Meta
Aksjen stiger etter store svingninger i etterhandelen på Wall Street.
Eivind Bøe, E24.no
28.01.2026
Endret 23:40 28.01.2026 av OldNick |
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