Khosrork We have previously covered Meta Platforms, Inc. (NASDAQ: META ) here as a post-FQ3’22-earnings article in November 2022. Its long-term trajectory remains robust, due to the massive improvement in its monetization effort across its platforms. The company has also scaled back its metaverse spending and focused on developing its AI capabilities, advertising, click-to-messaging ads, and Reels against TikTok. Lastly, its Free Cash Flow [FCF] margin is expected to expand over the next few years, reducing its reliance on debts then. For this article, we will be focusing on WhatsApp Pay, one of Meta’s key products with massive monetization potential. The platform may potentially deliver up to $22B in revenue over the next few years, due to its strategic partnerships in India, Brazil, and potentially in the U.S. While the fintech segment is still in its nascency, an aggressive market grab exercise may yield surprisingly robust results, attributed to Meta’s global social media market share of 78.29% in December 2022. The WhatsApp Investment Thesis Is Not To Be Ignored As previously discussed, Meta has started to monetize WhatsApp , with notable success thus far. The platform boasted an impressive 80% YoY growth to $1.5B in run rate by FQ3’22, […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
