AMD AMD AMD!

Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?

Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":610533776773912,"tweetId":"610533776773912","gmtCreate":1790082793140,"gmtModify":1790082795319,"author":{"id":4096093486770560,"idStr":"4096093486770560","authorId":4096093486770560,"authorIdStr":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":633,"starInvestorFlag":false},"themes":[{"themeId":"95bd9ba1ae2b434598186bc791174375","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":95bd9ba1ae2b434598186bc791174375}&rnconfig={\"headerBarHidden\": true}","description":"Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?","image":"https://community-static.tradeup.com/news/c19ae386a67f3663e942ad54032d4aca"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>AMD AMD AMD!</body></html>","htmlText":"<html><head></head><body>AMD AMD AMD!</body></html>","text":"AMD AMD AMD!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/610533776773912","repostId":0,"isVote":1,"tweetType":1,"viewCount":1257,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/610533776773912"}