Facebook三季度营收、月活均逊于预期，为何盘后转涨

华尔街见闻2021-10-26

摘要：EPS每股收益3.22美元好于预期，但与营收的同比增速一道均较上半年大幅放缓，货币化重要指标：全家族应用的每用户平均收入环比下滑。公司警告已经不佳的四季度指引面临苹果隐私变更和疫情的“重大不确定性”，VR与AR将被单列披露业绩更突显重要性。 10月25日周一美股盘后，社交媒体和数字广告巨头Facebook公布了2021财年第三季度财报。该股今日止跌转涨，收涨1.3%，从10月13日以来的...

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精彩评论

thai0430
2021-10-26
thai0430
说说你对这篇新闻的看法...
中国ChinaATM
2021-10-26
中国ChinaATM
好啊
James伟杰
2021-10-26
James伟杰
不错的成绩，加油。
- ca939a5:
  没错，没市场抄的那么差。
- 中国ChinaATM:
  [喷血]

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14.5操作系统引入的“追踪透明度”隐私规则变更对广告商的影响，以及与宏观经济和疫情相关的持续不利因素\n\n “我们还预计非广告收入在四季度将同比下降，因为去年底假日购物季推出的Oculus Quest 2一体式VR头显销售过于强劲。”\n\n值得注意的是，Facebook的财报架构从今年四季报起更新，包含AR（增强现实）和VR（虚拟现实）的Facebook Reality Labs（FRL，Facebook现实实验室）将单独立项披露业绩表现和进行的投资活动：\n\n 在新版财报结构下，我们将提供两个部分的收入和营业利润：第一部分是应用程序家族，包括 Facebook、Instagram、Messenger、WhatsApp 和其他服务，第二部分是FRL，包括与AR和VR相关的硬件、软件和内容。\n\n\n 预计我们对FRL的投资将使2021年的整体营业利润减少约100亿美元，我们致力于将这一长期愿景变为现实，并将在未来几年增加投资。”\n\n华尔街：围绕Facebook的坏消息“尚未进入财报中”，明年在线广告市场更值得担忧\n今日财报电话会是Facebook CEO扎克伯格在“吹哨人”透露内部文件、指责公司将挣钱置于用户安全之上以来的首次讲话。市场还普遍猜测，他将在10月28日以VR和AR为焦点话题的年度Connect会议上宣布母公司改名，后者将更贴近Facebook转为“元宇宙”的未来发展策略。\n除了“吹哨人”披露文件对Facebook企业文化和公司形象的贬损，投资者和分析师还关心苹果操作系统的隐私变更如何打击Facebook的数字广告收入，毕竟上周财报称受到负面影响的社交媒体Snap一夜之间市值蒸发了1/4。美国联邦贸易委员会FTC也在指控Facebook对新兴竞争对手实行“收购或毁灭”的非法垄断行为。还有报道称，公司看重的年轻用户持续从其家族应用中流失。\n在本次财报发布便有分析指出，围绕Facebook的坏消息“尚未进入其财报中”，这代表其四季报或者明年财报才会开始“暴雷”。\n除了苹果隐私新规影响到广告商，持续的供应链危机正迫使一些公司削减营销预算，也可能直接影响Facebook、谷歌等数字广告巨头。祸不单行的是，本月初Facebook遭遇的2008年以来最严重宕机事件可能令四季度收入损失数百万美元。\nRBC Capital 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Nowak都承认，与Snap等其他竞争对谁相比，Facebook更早开始、并用更快的创新步伐来构建针对苹果隐私规则变更的替代解决方案，Facebook与广告客户沟通的程度也更深入，有助于抵消上述规则变更的部分负面影响。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":856442987,"gmtCreate":1635209687475,"gmtModify":1635209687475,"author":{"id":"4097628592183370","authorId":"4097628592183370","name":"thai0430","avatar":"https://static.tigerbbs.com/fd97cba4e3b605a5c47d5cb51cf22f59","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4097628592183370","authorIdStr":"4097628592183370"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856442987","repostId":1171355752,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":856454196,"gmtCreate":1635209224132,"gmtModify":1635209438215,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3584867430360256","authorIdStr":"3584867430360256"},"htmlText":"好啊","listText":"好啊","text":"好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856454196","repostId":1171355752,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":856577888,"gmtCreate":1635205612865,"gmtModify":1635205616744,"author":{"id":"3570872282642868","authorId":"3570872282642868","name":"James伟杰","avatar":"https://static.tigerbbs.com/bb5c82a1f3dec805442ef146ae286cb5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570872282642868","authorIdStr":"3570872282642868"},"htmlText":"不错的成绩，加油。","listText":"不错的成绩，加油。","text":"不错的成绩，加油。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/856577888","repostId":1171355752,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6327437,"gmtCreate":1635215553268,"gmtModify":1635215553385,"authorId":3575966688009872,"author":{"id":3575966688009872,"idStr":"3575966688009872","authorId":3575966688009872,"name":"ca939a5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":856577888,"type":1,"supId":0,"prevId":0,"content":"没错，没市场抄的那么差。","text":"没错，没市场抄的那么差。","html":"没错，没市场抄的那么差。"},{"id":6325963,"gmtCreate":1635209231378,"gmtModify":1635209231411,"authorId":3584867430360256,"author":{"id":3584867430360256,"idStr":"3584867430360256","authorId":3584867430360256,"name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":856577888,"type":1,"supId":0,"prevId":0,"content":"[喷血]","text":"[喷血]","html":"[喷血]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":69,"commentSize":3,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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