158 annotations
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
This really just reflects a lot of the trends we saw in Q4, which is strong, broad-based advertising demand across verticals, particularly within online commerce and gaming.
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2023 Q4
2 Feb 24
In 2023, revenue from China-based advertisers represented 10% of our overall revenue and contributed 5 percentage points to total worldwide revenue growth.
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2023 Q4
2 Feb 24
In Q1, we will instead begin reporting year-over-year changes in ad impressions and the average price per ad at the regional level while continuing to report family daily active people
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2023 Q4
2 Feb 24
we expect our ambitious long-term AI research and product development efforts will require growing infrastructure investments beyond this year
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2023 Q4
2 Feb 24
Our updated outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development
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2023 Q4
2 Feb 24
We expect growth will be driven by investments in servers, including both AI and non-AI hardware, and data centers as we ramp up construction on sites with our previously announced new data center architecture.
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2023 Q4
2 Feb 24
with growth driven by investments in servers, including both non-AI and AI hardware and in data centers as we ramp up construction on sites with the new data center architecture we announced late last year.
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2023 Q3
2 Feb 24