Tetsuro Miyatake @tetsuromiyatake@threads.net
Public

Metaはメタバース・AR/VR事業のレイオフはやるが、だからと言って大幅な投資の削減をするわけではない。

このニュースを見て多くのメディアが「Metaがメタバース事業を諦めた」「XRが終わった」みたいなことを書くが、実態としては今後も四半期ごとに$4B以上の赤字の覚悟の上で投資し続けるはず。

May be an image of blueprint, calendar, crossword puzzle and text that says 'Segment Results Millions, Percentages Q3'23 Advertising Q4'23 Q1'24 33,643 Q2'24 38,706 Q3'24 35,635 Meta Family Apps Revenue Q4'24 334 38,329 Q1'25 39,885 33,936 Reality Labs Revenue Q2'25 389 46,783 39,040 Q3'25 41,392 210 36,015 Total Revenue 519 46,563 38,718 1,071 50,082 40,319 440 34,146 583 47,302 353 40,111 41,902 270 36,455 47,146 Operating Income 1,083 39,071 50,772 412 40,589 17,490 Labs Operating (Loss) 370 21,030 48,385 470 17,664 Total Operations 42,314 (3,742) from 47,516 (4,646) 19,335 13,748 21,778 (3,846) 51,242 Operating Margin 16,384 (4,488) 28,332 13,818 21,765 (4,428) 24,971 (4,967) 24,967 17,350 (4,210) 23,365 (4,530) 17,555 (4,432) 20,441 20,535'
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