$METAโ€™s AI Capex Isnโ€™t a Cost, Itโ€™s the Growth Engine

AfraSimon
01-30

"Where is the ROI on $Meta Platforms, Inc.(META)$ AI Capex?"

Here it is:

- Price per ad ๐Ÿ“ˆ +6%

- Ad Impressions ๐Ÿ“ˆ +18%

- Daily Active Users ๐Ÿ“ˆ +6.9%

- ๐Ÿ“ˆ +40M Q/Q

- ๐Ÿ“ˆ +230M Y/Y

- Total Revenues ๐Ÿ“ˆ+24%

- Operating Cash Flow ๐Ÿ“ˆ+29%

- Other Revenue (WhatsApp) ๐Ÿ“ˆ+54%

The AI capex is already delivering ROI.

Without the capex, the company wouldn't be growing as fast as it is.

Just because there isn't a single line in the income statement called "AI revenue" doesn't mean that META isn't generating AI revenues.

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