"Even at 3 billion-plus daily active users, Meta's Family of Apps is seeing growth in users and engagement, reflecting sticky apps powered by improving personalization and recommendation models, and advertising solutions that are driving superior (return on spending) for marketers," Squali wrote.
"We estimate capital expenditure growth in FY25 at more than 25%, following more than 45% in FY24 by our estimate to further build up its AI capacity/capability," Squali wrote.
Squali called Meta the 'social king that keeps reinventing itself.' The analysts also published a separate note that rated Meta among their top picks for 2025.
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