Meta idatsika kwambiri m'mbiri. Chifukwa chiyani zidachitika?

Ngati muli ndi chidwi ndi zomwe zikuchitika mdziko laukadaulo, kapena ngati mumagulitsa magawo, ndiye kuti simunaphonye kutsika kwakukulu kwamakampani a Meta, i.e. Facebook, masiku angapo apitawo. Ngati simunazindikire kutsika uku, ndiyenera kunena kuti uku ndiye kutsika kwakukulu kwamakampani aku America pamsika wamsika. Masana, Meta idataya makamaka 26% ya mtengo wake, kapena $260 biliyoni yamsika wamsika. Mtsogoleri wamkulu wa kampaniyo, Mark Zuckerberg, adataya ndalama zokwana $ 90 biliyoni. Ambiri a inu simukudziwa chifukwa chake dontho ili lidachitika, kapena zomwe zidachitikadi.

Meta, monga makampani ena, imatulutsa zidziwitso za zotsatira zake zachuma ndikupereka malipoti kwa osunga ndalama kotala lililonse. Meta imapereka mwachindunji zofunikira pazotsatira zake za komwe idayika ndalama zake, phindu lomwe idapeza, kapena ndi ogwiritsa ntchito angati omwe amagwiritsa ntchito malo ake ochezera. Kenako imafotokozera kwa osunga ndalama zomwe cholinga chake ndi kotala kapena chaka chotsatira, kapena zomwe ikukonzekera zam'tsogolo. Ziyenera kutchulidwa kuti kugwa kwa msika wogulitsa pambuyo pofalitsa zotsatira za ndalama za Meta kwa gawo lachinayi la 2021 sikunayambike mwangozi. Ndi chiyani chomwe chasokoneza osunga ndalama mpaka kusiya kudalira Meta?

Zithunzi

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Kuyika ndalama mu Metaverse

Posachedwapa, Meta yakhala ikutsanulira gawo lalikulu la ndalama zake pakukula kwa Metaverse. Mwachidule, ichi ndi chilengedwe chongopeka chomwe, malinga ndi Meta, ndi tsogolo chabe. Nthawi zina tiyenera kukhala tikuthamanga m'dziko lodziwika bwino lomwe lingakhale labwinoko komanso lodabwitsa kuposa lenilenilo. Kaya mumakonda lingaliro ili, zili ndi inu. Chofunikira ndichakuti osunga ndalama sakondwera nazo. Ndipo pamene adapeza muzotsatira zachuma za Q4 2021 kuti Meta idayika ndalama zokwana madola 3,3 biliyoni pa chitukuko cha Metaverse, akanatha kuchita mantha. Ndithudi n’zosadabwitsa, popeza kuti ambiri a ife sitiyembekezera kuchoka m’miyoyo yathu yeniyeni ndi kuloŵa m’chilengedwe chongopeka posachedwapa m’tsogolo muno.

Kukula kochepa kwa chiwerengero cha ogwiritsa ntchito tsiku ndi tsiku komanso mwezi uliwonse

Kukula pang'ono kwa chiwerengero cha ogwiritsa ntchito tsiku lililonse pamapulatifomu a Meta kungakhalenso kowopsa kwa osunga ndalama. Kunena zowona, m'gawo lapitalo Q3 2021 chiwerengero cha ogwiritsa ntchito nsanja zonse chinali 2.81 biliyoni, pomwe mu Q4 2021 chiwerengerochi chidakwera pang'ono kufika 2.82 biliyoni. Kukula uku sikupitilira zomwe zachitika posachedwa - mwachitsanzo, mu Q4 2019 kuchuluka kwa ogwiritsa ntchito tsiku lililonse kunali 2.26 biliyoni. Popeza Facebook ndi kampani yakukula, osunga ndalama amangoyenera kuwona kukula uku kwinakwake. Ndipo ngati sakuwona, ndiye kuti vuto limabwera - monga momwe liriri pano. Ponena za kuchuluka kwa ogwiritsa ntchito mwezi uliwonse pamapulatifomu a Meta, kukula kuno nakonso kuli koyipa. Mu Q3 2021 yapitayi, chiwerengero cha ogwiritsa ntchito pamwezi chinali 3.58 biliyoni, pomwe mu Q4 2021 chinali 3.59 biliyoni yokha. Apanso poyerekeza, mu Q4 2019 chiwerengero cha ogwiritsa ntchito mwezi uliwonse chinali 2.89 biliyoni, kotero ngakhale apa kuchepa kwa kukula kukuwonekera.

Zithunzi #2

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Mpikisano

M'ndime yapitayi, tinanena kuti kukula kwa ogwiritsa ntchito pa nsanja za Meta kwatsika kwambiri. Izi makamaka chifukwa cha chinthu chimodzi, mpikisano. Pakadali pano, dziko la digito likuyenda ndi malo ochezera a pa Intaneti a TikTok, omwe sali pansi pa kampani ya Meta. Osati kale kwambiri, TikTok idaposa ogwiritsa ntchito mabiliyoni 1 pamwezi, omwe akadali ochepera katatu kuposa nsanja zonse za Meta, koma muyenera kuganizira kuti TikTok ndi netiweki imodzi yokha, pomwe Meta ili ndi Facebook. , Messenger, Instagram ndi WhatsApp. TikTok ikukankha kwambiri nyanga zake ndipo zidzakhala zosangalatsa kuwona komwe idzapite mtsogolomo - ili ndi mayendedwe abwino kwambiri ndipo ipitilira kukula.

Facebook ndi (mwina) kupita pansi

Mutha kukhala ndi chidwi ndi momwe ogwiritsa ntchito tsiku lililonse komanso mwezi uliwonse a Facebook okha akuchitira. Mudzadabwitsidwa pankhaniyi, komanso osunga ndalama, chifukwa mu Q4 2021, kuchuluka kwa ogwiritsa ntchito tsiku ndi tsiku kudatsika koyamba m'mbiri ya Facebook. Ngakhale mu kotala yapitayi Q3 2021 chiwerengero cha tsiku ndi tsiku cha ogwiritsa ntchito ochezera a pa Intaneti Facebook chinali 1,930 biliyoni, tsopano mu Q4 2021 chiwerengerochi chatsika kufika 1,929 biliyoni. Poganizira kukula kwa manambala, kusiyana kuli kochepa, koma mwachidule, akadali kutayika, osati kukula, ndipo zingakhale zoona ngakhale chiwerengero cha ogwiritsa ntchito tsiku ndi tsiku chichepa ndi munthu mmodzi poyerekeza ndi kotala yapitayi. Apanso kuyerekeza, mu Q4 2019 chiwerengero cha ogwiritsa ntchito tsiku ndi tsiku chinali 1,657 biliyoni. Ngati tiyang'ana chiwerengero cha ogwiritsa ntchito mwezi uliwonse a Facebook, kukula kwakung'ono kungawonedwe pano, kuchokera kwa ogwiritsa ntchito 2,910 biliyoni mu Q3 2021 mpaka 2,912 biliyoni mu Q4 2021. Zaka ziwiri zapitazo, mu Q4 2019, chiwerengero cha ogwiritsa ntchito mwezi uliwonse. anali 2,498 biliyoni.

Zithunzi #3

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apulo

Apple imagwiranso ntchito pakugwa kwa Meta. Mukawerenga magazini athu, ndiye kuti mukudziwa kuti Meta wamkulu waku California, yemwe anali kampani ya Facebook, adasokonekera. Idaganiza zoteteza ogwiritsa ntchito kwambiri ndipo posachedwa idayambitsa gawo mu iOS lomwe limafuna pulogalamu iliyonse kuti ikufunseni chilolezo chowoneratu. Mukakana pempholo, pulogalamuyo siyingathe kukutsatirani, lomwe ndi vuto makamaka kwa makampani omwe amakhala pazotsatsa. Ndiwo mtundu wa kampani yomwe Meta ili, ndipo mawu okhudza mawonekedwe atsopano a Apple atatuluka, zidayambitsa chipolowe. Inde, Meta anayesa kulimbana ndi ntchito yotchulidwa, koma sizinaphule kanthu. Kutsata zotsatsa pa Facebook ndi malo ena ochezera ndikovuta kwambiri kwa ogwiritsa ntchito a iPhone, zomwe Meta imanena mwachindunji mu lipoti kwa osunga ndalama. Ichi ndi nkhawa ina ya osunga ndalama, popeza ma iPhones ndi amodzi omwe amagwiritsidwa ntchito kwambiri padziko lapansi.

Zolinga zochepa

Chinanso, chinthu chomaliza m'nkhaniyi, chomwe chidasokoneza osunga ndalama ndi zomwe Meta ali nazo. Mkulu wa zachuma wa kampaniyi, David Wehner, akunena mu lipoti kwa osunga ndalama kuti Meta iyenera kupeza phindu la ndalama zokwana madola 27 mpaka 29 biliyoni chaka chino, zomwe zikuyimira kukula kwa chaka ndi chaka pakati pa 3 ndi 11%. Nthawi zambiri, kukula kwa Meta pachaka kukuyembekezeka kukhala pafupifupi 17%, zomwe ndizowopsa kwa osunga ndalama. CFO ya Meta inanena kuti kukula kwakung'onoku kungakhale njira ya Apple komanso chiletso chomwe tatchulachi. Iye adatchulapo za inflation, zomwe ziyenera kufika pamtengo waukulu chaka chino, komanso kuchepa kwa ndalama, pakati pa zifukwa zina.

Pomaliza

Mukumva bwanji za Facebook, komanso kuwonjezera Meta? Kodi mudayikapo ndalama kukampaniyi koma muli ndi nkhawa? Kapenanso, kodi mukutenga kutsika kwa msika ngati mwayi wogula katunduyo chifukwa mukukhulupirira kuti Meta ibwereranso posachedwa ndipo izi ndikusintha kwakanthawi? Tiuzeni mu ndemanga.

Zotsatira zachuma za Meta za Q4 2021 zitha kuwonedwa Pano

Kukambitsirana kwa nkhaniyo

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Zabwino kwa iwo. Sindithandizira amalonda achinsinsi awa omwe akubera anthu ndikungoganizira zandalama, ndipo akutsatira mwaukali, pafupifupi mitembo. Ndilibe pulogalamu yawo imodzi ndipo sindigwiritsa ntchito iliyonse mwantchito zawo. Koma ngakhale zili choncho, ndikuganiza kuti Apple idachita ntchito yabwino kwambiri yodula akazitape a chipani chachitatu popanda chilolezo cha ogwiritsa ntchito.