Previewing META’s ConPreviewing META’s Connect event today starting @ 1PM ET
META Connect is the company’s annual event focused on AI and virtual, augmented, and mixed realities, aka the Metaverse, and it begins today with the keynote at 1PM ET, followed by the Developer State of the Union at 2:45pm ET.We think catalyst potential is relatively high, and we share our thoughts on what investors should expect to hear at Connect in this note.
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.
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 Emerging Market Telecoms
- Japan Telecoms
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We provide debt research on:
- Pan European Telecom Services and Cable
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