Meta 2Q24 Earnings, Thoughts on Meta HW Sales
Today's Above Avalon Daily email contains the following story:
Meta 2Q24 Earnings
Thoughts on Meta HW Sales
We will continue our 2Q24 earnings reviews with Meta. Within Big Tech, Meta may be the most interesting from a competitive standpoint relative to Apple. Let’s jump in.
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Meta 1Q24 Earnings, About Meta’s “AI-Recommendation” System, Meta’s HW Sales
Today's Above Avalon Daily email covers the following topics:
Meta 1Q24 Earnings
About Meta’s “AI-Recommendation” System
Meta’s HW Sales
Today's update will be dedicated to discussing Meta's earnings. We begin with my overall takeaways from the earnings release and conference call. The discussion then turns to focusing on Meta’s AI-recommendation system. We conclude with estimates to Meta’s HW sales (Quest and Ray-Ban Meta) during the quarter.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
Earnings Model. Access my working Apple earnings model (an Excel file that also works in Numbers).
Member Archive. Access all previous analysis sent to members.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.