Dominate Earnings Season: Model updates in seconds with Daloopa Plus

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Investment analyst Josh Burwick uses Daloopa Plus to instantly update his model for Meta's Q4 earnings.

Powered by Daloopa's advanced AI technology, key metrics are refreshed in seconds, and the full data sheet is completely updated on average within 90 minutes, providing him with actionable insights in record time.

Meta’s FQ4 earnings report beat across the board with revenue growing 21% year over year, but more impressive was the sharp beat on operating margins as they reached a 7-year high of 48%, surpassing Street estimates by 600bps. The strong showing was somewhat offset by the pre-announced elevated 2025 capex of $60-65 billion, up an astounding 68% year over year. Zuckerberg maintained aggressive investments in capex, using recent developments like Deep Seek as a rallying cry for Llama as the global open-source standard.

Margin upside was primarily driven by Meta's core Family of Apps, achieving nearly 60% operating margin. Reality Labs contributed by narrowing its cash bleed slightly, although it remained a significant drag with nearly $5 billion lost for the quarter. Free cash flow exceeded expectations at $13.5 billion, while quarterly capex remained high at $14.4 billion.

The upside in revenue was fueled by a 14% year-over-year increase in average ad prices across all geographies. Despite decelerating ad impression growth to 6% year over year, Meta's ARPP reached a new all-time high of $14.25.

Meta's strategic focus on cost containment outside of heavy R&D growth (16% year over year) and stable S&M and G&A expenses underscores their operational efficiency. Leveraging recent machine learning advancements like Andromeda, developed in partnership with Nvidia, Meta enhanced ad personalization and improved ad quality by 8%.

Net Takeaway

Meta delivered an impressive quarter marked by robust growth, stringent cost management, and strong cash flow generation. Analysts must grapple with significant AI investments potentially offsetting Meta's stellar financial performance, yet promising substantial strategic advantages in the future. With Meta's stock trading at 18x EV/EBITDA and 31.5x EV/FCF (2025), valuation reflects optimism about future growth prospects.

With Daloopa, analysts can effortlessly stay ahead of the curve by instantly updating models with accurate, real-time financial data. This technology not only streamlines the update process, but also ensures that analysts can make timely, data-driven decisions without the tedious task of manual data entry. The speed and efficiency of Daloopa’s AI-driven insights give analysts a competitive advantage, enabling them to react quickly to earnings reports and market shifts.

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