In this story
Mark Zuckerberg can see the world via Banala Ai-Powered Ray-Bans, but Wall Street just sees it through ads dollars. And as he tries to look outside Feed to the future with glasses to talk and insert virtual worlds, investors hope to stick to what his company works best.
Target (Target) Executive Continues to deliver solid results for the company; He has just reported that the first quarter of 2025 earnings, with an increase in revenue of 16% compared to 37% in stock, and stunning 89% increase in 27% increase in revenue of 27%. But Zuckerberg is crucial misunderstood what people want – which does not walk around with virtual realms that are glued to their heads.
The target is, above all, still an advertising company.
His business ad businesses, especially on their platforms such as Facebook, Instagram and Whatsapp, drove the company’s first growth. The impressions of the ad rose by 5%, and the average price of the ad rose 10% compared to several years. Susan’s main financial officer noticed on the first quarter, call that the vertical is online that the internet economic vertical is guided on the road to the company as the greatest contribution to growth to growth per year. AI tools improve targets targeted options, but ultimately serve the same purpose: helping advertisers find – and monetize – eyeballs.
There was only one quote from Zuckerberg in the press release accompanied by the earnings report – and stated and glasses, not the performance of ads. He said it was an important year, the target community is growing, the job is done very well – and “” We are progressing well on the AI and Meta glasses. “
Zuckerberg clearly and further predicts the future in which the target looks like it is something straight from the novel science fiction, but it is simply not the case. And earnings that increases.
The company’s reality department, home for initiatives for expanded and virtual reality, is a massive drain. He reported the first quarter of operating loss of $ 2.96 billion in revenue of $ 695 million. Division work loss was 4.2 billion dollars. From 2020. Laboratories Reality burned $ 60 billion – without showing anything.
Horizon Worlds, Meta’s Social Word-Lity LIST Playground in which users can build and communicate in common virtual environments, nor have they seen much swing, nor has the horizontal workrooms, which brings the long-time cooperation in the VR. And while the target has good maintenance in the headset market with your search of the VR headset line, the headphones did not violate the main audience.
Zuckerberg said on the first quarter call that the company, however, “seeing deeper engagement as quest 3s makes VR available more people, and more people create experience in the horizon with AI tools.”
So, regardless of the numbers and all the accompanying data, the signs suggest that Zuckerberg still sees the future built around Metaarz – and his smart glasses. He claimed a call for the salary that the target’s spectacle partnership with Ray-Ban “triple in sales” year over the year, and there is a plan for ramping at 10 million units per year. The glasses are now integrated with the Meta-this standalone application and its Llami 4-drive AI assistant.
“I think we’ll all have a yes we talk to that day,” Zuckerberg said. “Eventually it will be on the cups.”
He continued, “Glasses are an ideal form of forms for AI and Metaversous. … more than a billion people around the world wear glasses today, and it seems very likely to become glasses in the next five to 10 years.”
But reality does not match Hype. 2022. Zuckerberg predicted that the increased realization glasses became common in three to five years. Now, almost three years later, the target sold only more than two million units of smart glasses Partnership with Ray-Ban – Heavy common.
So it is far from clear that glasses – or Zuckerberg’s wider vision of Metaarz – will soon become a real job.
The company seems to think that the end of the laboratory for reality is nearby. Last week, the target made a discharge in the division, primarily guessing teams that focused on the VR playing and the supernatural VR fitness app. Earlier this year, The business insider reported On the leaked notes from the Meta’s main technological officer who said 2025 would prove that the metaversourt would “descend as a visionary or legendary accident.”
But it is unclear whether Zuckerberg will let the division fall into pieces. This is the guy who, almost three years ago, said the target was now a “metaarsorska company” that would focus on building the future of social relationships through a virtual and expanded reality.
Investors and other best meta managers can encourage more agile revolutions from Zuckerberg’s sublime visions even more to a more concrete stream of income: ai. The Executive Director said in earning that “the main topic at the moment, of course,”, of course, “how and transforms everything we do.” The designed capital expenditures increased by as much as $ 72 billion for $ 2025, to a great extent for financing and infrastructure.
And a lot of what the target did with the AI returns to, yes, advertising.
The company has used AI to improve ad targeting, creative generation and campaign optimization. And made the target ad ad even more efficient. Creative tools generated and saw 30% more use in this quarter, and the model of recommendation tested for the reels increased the conversion rates by 5%. The target develops, but develops using the same basic business model: better and smarter ads.
CFO LI said the target sees a strong adoption of your ads of ads such as priority + and advantage + creative. It is this week, said, the target will expand the video tools for the advertisements on Facebook reels, allowing automatic videos to resize with the AI generated pixels for full screen formats. The company also launched the image generation for all eligible advertisers and plans for testing a generative virtual feature for attempts and showing clothing on virtual models.
“AI has already done to aiming and finding the audience to be interested in products (companies),” Zuckerberg said on the call. “I think it really redefines what advertising is – in AI agent that provides measurable business results on a scale.”
He added: “If we deliver to this vision, then over the coming years, I think increased productivity and make advertising meaningful in the largest share of global GDP than it is today.”
For now, a piece of target of business is efficient, structured and immensely profitable still adds. Meta AI is becoming increasingly important and shows a lot of promises. Maybe smart glasses and metaverses one day to be important. But what is currently important of billions of ads used throughout the company that is increasingly shaping AI – but they are still firmly rooted in a business model that are almost two decades.
Zuckerberg wants the target to invent as we communicate with technology. But to the glasses – and everything they represent – catch us, he still sold us the same thing: our attention, optimal price and algorithmically delivered.
As long as the target finds finding ways to help advertisers come to their huge customer base, investors could be happy that Zuckerberg will dream about the future.
They just want to preserve ad dollars in the meantime.
2025-05-01 15:26:00
