From 2012 to 2024, Meta's revenue and earnings per share ( EPS) grew at a CAGR of 34% and 91%, respectively. At the end of 2012, the company served 1.06 billion monthly active users on Facebook. But by the second quarter of 2025, it served 3.48 billion daily active people across all of its apps. It also holds a near-duopoly in digital ads with Alphabet's Google across many markets, and it's established an early-mover advantage in the mixed reality market with its Reality Labs devices.
During the discussion, Ginny Marvin outlined that a key misconception among marketers is the idea that performance metrics like Cost-Per-Click (CPC) are the definitive measure of success in Google Ads campaigns.