NASDAQ$META

Meta Platforms Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Meta's Q1 2024 earnings showcased robust growth, driven by strong performance in its Family of Apps and advancements in AI and Reality Labs initiatives.

Meta reported a strong first quarter in 2024, with revenue increasing by 27% year-over-year to $36.46 billion. Net income saw a significant rise of 117% to $12.37 billion, and diluted EPS reached $4.71. The company is experiencing healthy growth across its apps and continues to invest in AI and metaverse technologies.

  • Family daily active people (DAP) reached 3.24 billion in March 2024, a 7% increase year-over-year.
  • Ad impressions across the Family of Apps increased by 20% year-over-year.
  • Average price per ad increased by 6% year-over-year.
  • Total revenue increased by 27% year-over-year to $36.46 billion.

Headline financials

Total Revenue

$36.5B

Previous: $28.6B+27.3%
EPS

$4.71

Previous: $2.20+114.1%
Daily Active People

3.2B

Previous: 3.0B+7.0%
Capital Expenditures

-$6.4B

Previous: -$6.84B+6.5%
Free Cash Flow

$5.97B

Previous: -$1.13B+626.8%
Net Income

$12.4B

Previous: $5.71B+116.7%
Operating Income

$13.8B

Previous: $7.23B+91.2%
Gross Profit

$29.8B

Previous: $22.5B+32.3%
Cash & Equivalents

$32.3B

Previous: $11.6B+179.7%
Total Assets

$223B

Previous: $184B+20.8%
R&D Expense

$9.98B

No prior period
Stock-Based Comp

$3.56B

Previous: $3.05B+16.7%

Revenue & EPS history

Meta · Revenue · Quarterly

$36.5B

Q1 2024+27.3%vs Q1 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Meta · $34.1B total across 2 segments · Q3 2023

  • Family of Apps
    $33.9B+23.7%
  • Reality Labs
    $210M-26.3%

Forward guidance

Meta expects second quarter 2024 total revenue to be in the range of $36.5-39 billion. Full-year 2024 total expenses are expected to be in the range of $96-99 billion, and capital expenditures are anticipated to be in the range of $35-40 billion. Operating losses for Reality Labs are expected to increase meaningfully year-over-year.

Tailwinds

  • Second quarter 2024 total revenue is expected to be in the range of $36.5-39 billion.
  • Strong momentum within our Family of Apps.
  • Making important progress on our longer-term AI initiatives.
  • Making important progress on Reality Labs initiatives.
  • Q1 was a good start to the year.

Headwinds

  • Foreign currency is a 1% headwind to year-over-year total revenue growth.
  • Full-year 2024 total expenses are expected to be in the range of $96-99 billion, updated from our prior outlook of $94-99 billion due to higher infrastructure and legal costs.
  • Operating losses for Reality Labs are expected to increase meaningfully year-over-year.
  • Full-year 2024 capital expenditures will be in the range of $35-40 billion, increased from our prior range of $30-37 billion.
  • Increasing legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.9%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+2.0%

Avg return

30 days after

58%

35 / 60 earnings

Positive

+31.5%

Q2 2013

Best reaction

-28.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-9.6%-5.5%
Q4 2025+1.2%+3.4%-3.1%
Q3 2025-2.4%-16.5%-13.8%
Q2 2025+2.3%+9.8%+6.3%
Q1 2025+4.2%+7.0%+17.9%
Q4 2024+1.6%+4.1%-1.2%
Q3 2024-4.3%-5.5%-3.2%
Q2 2024+7.5%+2.7%+12.5%
Q1 2024-11.0%-12.8%-3.6%
Q4 2023+21.7%+16.6%+28.7%
Q3 2023-7.7%-3.2%+8.2%
Q2 2023+5.9%+8.2%-3.0%
Q1 2023+14.9%+17.2%+26.3%
Q4 2022+26.7%+24.9%+24.4%
Q3 2022-28.8%-32.3%-19.0%
Q2 2022+1.0%+0.5%+1.7%
Q1 2022+13.7%+16.7%+7.8%
Q4 2021-25.5%-29.5%-37.3%
Q3 2021-2.7%-0.3%+5.1%
Q2 2021-2.6%-4.3%+1.3%
Q1 2021+8.5%+6.3%+8.3%
Q4 2020-6.0%-7.1%-8.7%
Q3 2020-1.7%-0.9%+3.8%
Q2 2020+8.7%+7.1%+25.9%
Q1 2020+11.9%+12.2%+23.1%
Q4 2019-3.8%-6.2%-11.6%
Q3 2019+1.2%+2.9%+6.5%
Q2 2019-0.8%-3.2%-12.2%
Q1 2019+5.2%+6.0%-1.5%
Q4 2018+15.6%+17.4%+12.5%
Q3 2018+6.8%+5.8%-2.4%
Q2 2018-17.9%-20.3%-18.6%
Q1 2018+9.1%+7.7%+15.8%
Q4 2017+3.2%-3.1%-5.6%
Q3 2017-0.6%+0.1%-2.8%
Q2 2017+3.1%+2.4%+0.6%
Q1 2017-1.3%-1.1%+0.5%
Q4 2016+0.4%+1.3%+5.3%
Q3 2016-7.3%-5.7%-10.9%
Q2 2016+3.1%+2.5%+3.1%
Q1 2016+7.3%
Q4 2015+12.1%
Q3 2015+6.0%
Q2 2015-0.1%
Q1 2015-1.4%
Q4 2014+2.9%
Q3 2014-5.5%
Q2 2014+8.2%
Q1 2014-3.4%
Q4 2013+10.8%
Q3 2013+1.6%
Q2 2013+31.5%
Q1 2013+4.3%
Q4 2010-9.3%
Q4 2012+0.6%
Q3 2011+15.7%
Q3 2012+20.2%
Q2 2011-9.8%
Q4 2011-9.8%
Q2 2012-19.2%
Q1 2012

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