Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.

Barrons2021-02-23

Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps. But they are rivals...

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Comment（15）

JeanChien
·2021-02-23
Well, if Facebook moves past this, they still have great potential in vr and online sales
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Sweetypiekez
·2021-02-23
[財迷]
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ZacC
·2021-02-23
$Facebook(FB)$can be kept for a long term investment
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- Weichao:
  [微笑]
  2021-02-23
  Reply
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joechill
·2021-02-23
Interesting
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2
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GTig
·2021-02-23
Good info
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1
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BotakGuy
·2021-02-23
An apple a day keeps the doctor away
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6
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- BotakGuy:
  Healthy lifestyle [得意]
  2021-02-23
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Jeffrey27
·2021-02-23
Good
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Zarkness
·2021-02-23
Apple stock is a accumulation for long term, medium and short term is up/sideway. Pls comment and like. Thanks
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2
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- Cams:
  Agreed
  2021-02-24
  Reply
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Drifterdrift
·2021-02-23
Great infor
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1
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Drifterdrift
·2021-02-23
Great insights
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1
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股神徒孙
·2021-02-23
How long will this downtrend carry on for...
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2
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股神徒孙
·2021-02-23
How long will this downtrend carry on for...
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2
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dahae
·2021-02-23
short run
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1
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Mm101
·2021-02-23
Wow
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2
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XuanCheng
·2021-02-23
Thanks for the news! Like and comment thanks!
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- 股神徒孙:
  Okay
  2021-02-23
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Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Source Link</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. 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Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","article_id":"1105556246","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","pubTimestamp":1614060716,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"Facebook的股票正受到苹果的打击。担心可能有些过头了。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"FB":0.9},"content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","kind":"news","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":369742790,"gmtCreate":1614078513110,"gmtModify":1704887773576,"author":{"id":"3569555835387221","authorId":"3569555835387221","name":"JeanChien","avatar":"https://static.tigerbbs.com/c7dae44ba32e72911f78033a885c4d85","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3569555835387221","idStr":"3569555835387221"},"htmlText":"Well, if Facebook moves past this, they still have great potential in vr and online sales","listText":"Well, if Facebook moves past this, they still have great potential in vr and online sales","text":"Well, if Facebook moves past this, they still have great potential in vr and online sales","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369742790","repostId":1105556246,"repostType":2,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369485817,"gmtCreate":1614071187639,"gmtModify":1704887588984,"author":{"id":"3573103186091047","authorId":"3573103186091047","name":"Sweetypiekez","avatar":"https://static.tigerbbs.com/eb7290e7fd1b4ad8ccc60002b2c103af","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573103186091047","idStr":"3573103186091047"},"htmlText":"[財迷]&nbsp;","listText":"[財迷]&nbsp;","text":"[財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369485817","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":369574151,"gmtCreate":1614065874673,"gmtModify":1704887523715,"author":{"id":"3577076053545624","authorId":"3577076053545624","name":"ZacC","avatar":"https://static.tigerbbs.com/fb3e0949f7f131c349ddc224589c2f90","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577076053545624","idStr":"3577076053545624"},"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>can be kept for a long term investment","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>can be kept for a long term investment","text":"$Facebook(FB)$can be kept for a long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369574151","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3639185,"gmtCreate":1614070230788,"gmtModify":1680777972076,"authorId":3572682061977022,"author":{"id":3572682061977022,"idStr":"3572682061977022","authorId":3572682061977022,"name":"Weichao","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369574151,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"EN"},{"id":369543932,"gmtCreate":1614063890826,"gmtModify":1704887502121,"author":{"id":"3575808212091665","authorId":"3575808212091665","name":"joechill","avatar":"https://static.tigerbbs.com/2f2d8cb6ee2d0d6e3f378e806e934ec0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575808212091665","idStr":"3575808212091665"},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369543932","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369549380,"gmtCreate":1614063805640,"gmtModify":1704887500495,"author":{"id":"3571776703726113","authorId":"3571776703726113","name":"GTig","avatar":"https://community-static.tradeup.com/news/4b4eaf438c926c9f1af375114bc3651d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3571776703726113","idStr":"3571776703726113"},"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369549380","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369556046,"gmtCreate":1614063011685,"gmtModify":1704887491589,"author":{"id":"3557831813182222","authorId":"3557831813182222","name":"BotakGuy","avatar":"https://community-static.tradeup.com/news/022cac584c2e108f4c8bfef1e94aa79d","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3557831813182222","idStr":"3557831813182222"},"htmlText":"An apple a day keeps the doctor away&nbsp;","listText":"An apple a day keeps the doctor away&nbsp;","text":"An apple a day keeps the doctor away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369556046","repostId":1105556246,"repostType":2,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3638501,"gmtCreate":1614063034000,"gmtModify":1680777964733,"authorId":3557831813182222,"author":{"id":3557831813182222,"idStr":"3557831813182222","authorId":3557831813182222,"name":"BotakGuy","avatar":"https://community-static.tradeup.com/news/022cac584c2e108f4c8bfef1e94aa79d","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.28%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369556046,"type":1,"supId":0,"prevId":0,"content":"Healthy lifestyle [得意]","text":"Healthy lifestyle [得意]","html":"Healthy lifestyle [得意]"}],"langContent":"EN"},{"id":369558616,"gmtCreate":1614062922835,"gmtModify":1704887491102,"author":{"id":"3576474872412960","authorId":"3576474872412960","name":"Jeffrey27","avatar":"https://static.tigerbbs.com/655486ca881b7d8476d36e66895fc918","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576474872412960","idStr":"3576474872412960"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369558616","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369559564,"gmtCreate":1614062435458,"gmtModify":1704887486572,"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3572916667219493","idStr":"3572916667219493"},"htmlText":"Apple stock is a accumulation for long term, medium and&nbsp;short term is up/sideway. Pls comment and like. Thanks","listText":"Apple stock is a accumulation for long term, medium and&nbsp;short term is up/sideway. Pls comment and like. Thanks","text":"Apple stock is a accumulation for long term, medium and short term is up/sideway. Pls comment and like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369559564","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3646454,"gmtCreate":1614127405321,"gmtModify":1680778083732,"authorId":3572130952613927,"author":{"id":3572130952613927,"idStr":"3572130952613927","authorId":3572130952613927,"name":"Cams","avatar":"https://static.tigerbbs.com/7689382545474b210c95b234e9564df6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369559564,"type":1,"supId":0,"prevId":0,"content":"Agreed","text":"Agreed","html":"Agreed"}],"langContent":"EN"},{"id":369527179,"gmtCreate":1614062118891,"gmtModify":1704887483178,"author":{"id":"3560833935144271","authorId":"3560833935144271","name":"Drifterdrift","avatar":"https://community-static.tradeup.com/news/07fccc4dc9d82ce718d36a416a46bf52","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3560833935144271","idStr":"3560833935144271"},"htmlText":"Great infor","listText":"Great infor","text":"Great infor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369527179","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369527094,"gmtCreate":1614062087818,"gmtModify":1704887483016,"author":{"id":"3560833935144271","authorId":"3560833935144271","name":"Drifterdrift","avatar":"https://community-static.tradeup.com/news/07fccc4dc9d82ce718d36a416a46bf52","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3560833935144271","idStr":"3560833935144271"},"htmlText":"Great insights&nbsp;","listText":"Great insights&nbsp;","text":"Great insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369527094","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369522294,"gmtCreate":1614061760918,"gmtModify":1704887479287,"author":{"id":"3573474804628073","authorId":"3573474804628073","name":"股神徒孙","avatar":"https://static.tigerbbs.com/ac59f7fc64d3e018af70687bdddf30c2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573474804628073","idStr":"3573474804628073"},"htmlText":"How long will this downtrend carry on for...&nbsp;","listText":"How long will this downtrend carry on for...&nbsp;","text":"How long will this downtrend carry on for...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369522294","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369522155,"gmtCreate":1614061754277,"gmtModify":1704887478951,"author":{"id":"3573474804628073","authorId":"3573474804628073","name":"股神徒孙","avatar":"https://static.tigerbbs.com/ac59f7fc64d3e018af70687bdddf30c2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573474804628073","idStr":"3573474804628073"},"htmlText":"How long will this downtrend carry on for...&nbsp;","listText":"How long will this downtrend carry on for...&nbsp;","text":"How long will this downtrend carry on for...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369522155","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369526054,"gmtCreate":1614061675878,"gmtModify":1704887477168,"author":{"id":"3560092322694803","authorId":"3560092322694803","name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3560092322694803","idStr":"3560092322694803"},"htmlText":"short run&nbsp;","listText":"short run&nbsp;","text":"short run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369526054","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369523655,"gmtCreate":1614061377077,"gmtModify":1704887472782,"author":{"id":"3565081661382277","authorId":"3565081661382277","name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3565081661382277","idStr":"3565081661382277"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369523655","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369564187,"gmtCreate":1614060950949,"gmtModify":1704887466629,"author":{"id":"3574733449308397","authorId":"3574733449308397","name":"XuanCheng","avatar":"https://static.tigerbbs.com/41b6cec94c3af2e6cd0e5a930ba6b95b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3574733449308397","idStr":"3574733449308397"},"htmlText":"Thanks for the news! Like and comment thanks!","listText":"Thanks for the news! Like and comment thanks!","text":"Thanks for the news! Like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369564187","repostId":1105556246,"repostType":4,"repost":{"id":"1105556246","kind":"news","pubTimestamp":1614060716,"share":"https://ttm.financial/m/news/1105556246?lang=&edition=fundamental","pubTime":"2021-02-23 14:11","market":"us","language":"en","title":"Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105556246","media":"Barrons","summary":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from","content":"<p>Apple&nbsp;and&nbsp;Facebook&nbsp;may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.</p>\n<p>But they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.</p>\n<p>Beyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.</p>\n<p>Called the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.</p>\n<p>The changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&amp;P 500index’s gain of 15%.</p>\n<p>Atlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.</p>\n<p>“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.</p>\n<p>It’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.</p>\n<p>Cordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.</p>\n<p>Cordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&amp;P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Stock Is Being Hurt by Apple. Concern Is Likely Overdone.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/facebook-stock-is-being-hurt-by-apples-ad-changes-the-worry-is-likely-overdone-51614031643?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105556246","content_text":"Apple and Facebook may not appear like rivals at first glance. Apple’s vast hoard of cash comes from its successful iPhones, and Facebook, after all, makes social- networking apps.\nBut they are rivals, at leastaccordingto Facebook CEO Mark Zuckerberg, who noted that fact during the company’squarterly earningsconference call in January. He outlined concerns Facebook (ticker: FB) had over Apple’s (AAPL) control over the iOS software that powers its mobile devices.\nBeyond competing in messaging apps—Apple has iMessage, and Facebook makes WhatsApp and Messenger—Facebook also has taken issue with aforthcoming changeto iOS that will make it more difficult for Facebook to target ads. In theory, at least, that would make them less valuable.\nCalled the identifier for advertisers, or IDFA, the tech lets app developers such as Facebook track people’s activity. People now must opt out if they don’t want their activity to be tracked. Apple plans to change that in the coming weeks, preventing tracking unless people opt in, and Facebookdoesn’t like it much.\nThe changes to iOS were supposed to be implemented last year, but Apple put it off until 2021. Among other factors, the potential impact of IDFA has weighed on Facebook’s share price, which has fallen 2.3% in the past six months, compared with theS&P 500index’s gain of 15%.\nAtlantic Equities analyst James Cordwell wrote in a client note Monday that investors have already factored the IDFA change into the share price, and there is still plenty of room to expand the company. Cordwell acknowledged that there would be near-term uncertainty for Facebook and some damage to revenue. In the longer run, however, Apple’s change to IDFA could strengthen Facebook’s business.\n“The likely degradation in targeting/measurement across the ‘open’ iOS/App Store ecosystem will increase the attractiveness of ‘closed’ content platforms for advertisers and app developers, with Facebook best positioned to capitalize on this given its investments in Shops and (to a lesser extent) Instant Games,” the analyst wrote.\nIt’s possible too that advertisers may simply accept a lower return on ad dollars spent because it would be difficult for many big brands and direct-response advertisers to halt spending altogether, Cordwell wrote. Apple’s changes will continue to allow Facebook to collect and use data on its member behavior within the boundaries of the app, suggesting the company will still have useful profiles of its users that can be applied to ad targeting.\nCordwell is bullish about Facebook for other reasons too. In the note, he wrote the company grew its active advertising base more than 25% in fiscal 2020, while he said its Shops function, which offers e-commerce capability, is likely to drive more revenue in the second half of this year. Instagram’s Reels feature, meanwhile, gives the company exposure to short-form video made popular by services such as Tik Tok, he said. And finally, he said, the company’s virtual- and augmented-reality efforts are often given limited credit, despite the success of the company’s Quest headsets.\nCordwell rates Facebook stock Overweight, and has a target of $345 for the share price. Facebook shares have gained 34% in the past year, as the S&P 500 index advanced 17%. Facebook closed the regular session Monday down 0.5% to $260.33.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3638395,"gmtCreate":1614061733799,"gmtModify":1680777957475,"authorId":3573474804628073,"author":{"id":3573474804628073,"idStr":"3573474804628073","authorId":3573474804628073,"name":"股神徒孙","avatar":"https://static.tigerbbs.com/ac59f7fc64d3e018af70687bdddf30c2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369564187,"type":1,"supId":0,"prevId":0,"content":"Okay","text":"Okay","html":"Okay"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":31,"commentSize":15,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}