I have a somewhat crazy theory. Since $Facebook(FB)$ is talking about changing their name to pivot the business focus and after SNAP’s woes with advertising thanks to $Apple(AAPL)$ , I think this is FB’s way of putting the writing on the wall. They’re getting a contingency plan for if the ad space changes (which is 100% is).
Any yolo option plays before their earnings announcement? Could the stock lose 20% if they miss earnings because of ad revenue? They should miss on a much more significant level than $Snap Inc(SNAP)$ did.
Expected $3.17 per share on revenue of $29.59 billion. There’s no way they’re making those numbers.
精彩评论