Meta on the down slope

Investment Analysis Clubs Macro Economic Trends and Risks
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Shared NYT opinion piece

Good read

https://www.nytimes.com/2026/05/08/opinion/meta-facebook-zuckerberg.html?unlocked_article_code=1.m1A.jltt.0lgcIB2UPHFj&smid=url-share

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I didn’t realize sales growing almost 30% YoY was now considered “dying”. The article mentions users dropping from 3.58 billion to 3.56 billion (a massive 0.6% decrease) but not the continued quarterly EPS growth. I don’t think Zuck is too concerned about losing 20 million users when almost half the planet is already on his platforms.

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That’s a very good point, but other parts of the story matter. Last quarter or year was short term gains by increasing the frequency of ads. Its not good for the long term.

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