Previewing META’s Conversations (this week) and Connect (next week)
META has two significant events taking place before the end of the month, starting with Conversations on September 20th (focused on business messaging) and then Connect on September 27th-28th (focused on AI and virtual, augmented, and mixed realities, aka the Metaverse). We think catalyst potential is relatively high (especially for Connect), and we share our thoughts on what investors should expect to hear at the events 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.
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