Meta's earnings report is comin' up, and folks are wonderin' if Trump's tariffs on China are gonna harsh their mellow, especially when it comes to online ads.
Meta's earnings report is comin' up, and folks are wonderin' if Trump's tariffs on China are gonna harsh their mellow, especially when it comes to online ads.

Yo Check It! Meta's About to Drop Some Numbers

Alright chill out everybody. It's ya boy Will Smith comin' at you live from Bel Air with the 4 1 1 on Meta's Q1 earnings. Word on the street is they're droppin' the big report on Wednesday. Now investors are sweatin' bullets tryin' to figure out if Uncle Donald's whole tariff situation with China is gonna rain on Meta's parade. Like is this gonna be another time I accidentally broke one of Uncle Phil's antique statues and had to face the music? Let's break it down shall we? Analysts are predictin' Meta will pull in about $5.28 per share and a whopping $41.39 billion in revenue. But here's where it gets tricky...

Shein and Temu Leaving Meta Hanging?

Now see the real drama is comin' from China the analysts are sayin'. Apparently those online retailers like Temu and Shein are cuttin' back on their U.S. ad spendin'. And since China makes up a big chunk of Meta's pie – like 11% or $18.35 billion last year – that's a cause for concern even Jazz would agree! These analysts are thinking that Meta's ad revenue could drop like 7 billion smackers if these companies keep on shrinkin' their ad budgets. Which let's be real is more than enough to pay for Geoffrey's butler services for like a century.

Asia Pacific Rim Problems Like a Flat Tire on the Way to a Pool Party

Analysts are also lookin' at about $8.54 billion in Asia Pacific sales for Meta this quarter. And remember Google? They mentioned they might be feelin' some heat from Asia too. It’s like when Carlton tries to dance – you know something’s off but you just can’t look away.

Uh Oh Recession Looms? Even Intel's Sweatin'

Intel's CFO David Zinsner he's not mincing words. He says all these 'fluid trade policies' and 'regulatory risks' are makin' a recession look more likely. Which honestly sounds worse than tryin' to explain my fashion choices to Uncle Phil. “Like seriously how many argyle sweaters do one man need?”

AI Spending: Will Trump's Tariffs Pull the Plug?

Now let's talk about the future baby! Meta's been droppin' serious cash on AI which is totally awesome and hopefully a sign of progress. The big question is will these tariffs mess with their AI budget? Analysts expect Meta to drop $14.32 billion on capital expenditures this quarter. That’s more than I spent on sneakers in a year!

People People Everywhere: Daily Active Users

Good news? Meta's expected to have about 3.39 billion daily active users. That's a whole lotta people scrollin' through their feeds. So even if the tariffs are a bit of a buzzkill at least people are still hangin' out online. Other companies like Snap Reddit and Amazon are droppin' their earnings this week too. So keep your eyes peeled and stay tuned! It's gonna be wilder than when Hillary tried to teach me golf!


Comments

  • webwk profile pic
    webwk
    5/3/2025 7:21:38 AM

    Can we get a rap battle about tariffs, please?

  • oday profile pic
    oday
    5/1/2025 11:10:24 AM

    Carlton's gonna be all over this news, I just know it.