摩根士丹利:META-WhatsApp 广告的 30 亿至 50 亿美元基本预期与 60 亿美元以上乐观预期
2025-06-19 17:46
June 17, 2025 08:46 PM GMT Meta Platforms Inc | North America The WhatsApp Ad 6bn+ Bull Case META plans to launch ads on WhatsApp's Updates tab. Bottom up build of users and time spent/user shows how ads (combined with META's leading data/ad tools) can scale to $3-5bn of rev. More importantly, it shows META's multiple call options and methods to drive more durable multi-year rev/FCF growth We would greatly appreciate your 5-star vote in the Internet Large Cap and Internet SmidCap categ ...