165 annotations
once our new AI services reach scale, we have a strong track record of monetizing them effectively
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2024 Q1
25 Apr 24
we're investing in scaling a new products but aren't yet monetizing it
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2024 Q1
25 Apr 24
we'll still grow our investment envelope meaningfully before we make much revenue from some of these new products
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2024 Q1
25 Apr 24
we should invest significantly more over the coming years
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2024 Q1
25 Apr 24
Over time, we'll need to find better ways to articulate the value that's generated here across both segments.
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2024 Q1
25 Apr 24
family of apps and Reality Labs
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2024 Q1
25 Apr 24
I think of them as fundamentally the same business
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2024 Q1
25 Apr 24
We're testing AI chats on a very small scale today with a few businesses, but it will take time to continue making those AIs increasingly useful. We're hearing good feedback from the businesses testing them.
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2023 Q4
2 Feb 24
the most near-term monetization opportunity is with our ad creative tools. We've talked about some of the places that we've been rolling those features out broadly with Text Variations and Image Expansion now globally available
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2023 Q4
2 Feb 24
more balanced capital return program and some added flexibility in how we return capital in the future.
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2023 Q4
2 Feb 24
it doesn't change the way we determine the total amount of capital we return
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2023 Q4
2 Feb 24
returning capital to shareholders remains an important priority for us.
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2023 Q4
2 Feb 24
And over the course of 2024, as you said, we'll also be lapping periods of increasingly strong demand.
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2023 Q4
2 Feb 24
help us think about the messaging run rate for revenues
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2023 Q4
2 Feb 24
We saw that revenue growth from click-to-message ads remained strong in Q4
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2023 Q4
2 Feb 24
We've invested a lot in the Advantage+ set of tools, tools like Advantage+ Shopping
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2023 Q4
2 Feb 24
So the increase in the top end of the range really reflects that evolving understanding of how much demand we may need. And we're also continuing to keep a close eye on supply availability.
Where we land in that range is a function of both the supply and demand factors I mentioned.
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2023 Q4
2 Feb 24
Within ad revenue, the online commerce vertical was the largest contributor to year-over-year growth, followed by CPG and gaming.
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2023 Q4
2 Feb 24
Online commerce benefited from strong span among advertisers in China, reaching customers in other markets.
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2023 Q2
2 Feb 24
Online commerce and gaming benefited from strong spend among advertisers in China reaching customers in other markets.
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2023 Q3
2 Feb 24