Report
EUR 9263.00 For Business Accounts Only

Meta Platforms (META, Buy, $775 target) Potential revenue for Meta AI? $5B to $54B by 2030

Meta AI has over 700M MAUs and with its recent expansion to Europe, the path to one billion users is in view, and thus so too is the likelihood for monetization. We think it’s likely we’ll hear more concrete plans about both advertising/promotional content and a premium subscription by year-end.
Underlying
Facebook Inc. Class A

Facebook is building and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices. The company's products include: Facebook, which enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, which is a place where people can express themselves through photos, videos, and private messaging, and explore their interests in businesses, creators and communities; Messenger and WhatsApp, which are messaging applications; and Oculus, which connects people through its Oculus virtual reality products.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
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  • Global healthcare thematic research

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  • Pan European Telecom Services and Cable


Analysts
Dan Salmon

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