Motley Fool Money 2 Companies Testing Investors' Patience
Feb 3, 2022
Tim Beyers, a Senior Analyst at Motley Fool, and Brian Feroldi, a guest expert, dive into the challenges facing Meta Platforms and Spotify. Beyers discusses Meta's struggles with inflation and Apple's privacy changes affecting their ad revenue, while also analyzing its CEO’s bold strategies. Feroldi takes a closer look at DigitalOcean, noting its appeal to small businesses and its potential to rival giants like Amazon. They explore the crucial balance these companies must strike to keep investor confidence amidst uncertainty.
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Meta's Slowing Growth
- Meta Platforms, formerly Facebook, is no longer a hyper-growth company.
- Its growth resembles American manufacturing companies more than Silicon Valley tech companies.
Meta's Metaverse Gamble
- Meta's stock price drop may present a buying opportunity for those who believe in Zuckerberg's metaverse vision.
- Building a metaverse business is a significant challenge, requiring a new business model.
Apple Mentions in Meta's Call
- Chris Hill and Dan Boyd guessed how many times Apple was mentioned in Meta's call.
- Apple was mentioned 14 times, primarily by Sheryl Sandberg, often blaming Apple for Meta's struggles.