New Street Research - NSR Tech Policy Quick Hit: Meta’s “Pivot to Discovery”

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New Street Research

Matt Perault

EUR 9179.00 For Business Accounts Only

NSR Tech Policy Quick Hit: Meta’s “Pivot to Discovery”

What's New: Meta formally announced its “pivot to discovery,” moving away from its historic focus on content from friends and family content and toward entertainment and discovery.

25/07/2022 1 EN

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New Street Research

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Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Pan European Telecom Services and Cable

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Analysts

Matt Perault

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NSR Tech Policy Quick Hit: Meta’s “Pivot to Discovery”

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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