Q4: Meta Minted Money And Improved Its Monetization

Slap on your intelligent beam glasses, ask META AI to remind you of your fiber publication and then jump into the horizon worlds.

Welcome to the near future, according to meta.

“It is a little difficult for me to imagine that ten years or more from now on, all glasses will not basically be AI glasses,” said Mark Zuckerberg CEO Mark Zuckerberg on Wednesdays on Wednesday and year -round earnings 2024 on Wednesday.

“I expect the threads to continue its trajectory, which will become a leading discussion platform and eventually addresses a billion people in the next few years,” Zuckerberg continued, adding that 2025 will be “for The Metavers” the key year for Metavers “because more people He uses a task and more people use the task and horizon.

To fulfill it all, Meta plans to spend massively on AI infrastructure in the long run in the melody of hundreds of billions. And Meta is just as clear that this investment hush also brings fruit for its main revenue driver: advertising.

Galaxy of efficacy

Advertising generated $ 46.8 billion out of the total META Q4 income, which was $ 48.4 billion, which is 21%year -on -year. Meta shares jumped by more than 13% in clock trading.

Within a bucket with advertising revenue, vertical electronic trade was the largest contributor to the growth of the year -on -year and the total number of advertising impressions served by 6%. The average advertising price increased by 14%, powered by demand and improved advertising performance.

One of the main ways to increase monetization is to grow advertising across lower monetizing surfaces, such as video and newer surfaces such as fibers, CFO Susan Li said. It also improves optimization and personalization of AD.

For example, Meta is considering where he introduces advertising at the depth of someone’s feed so that “It’s the most optimal for users and income,” Li said.

However, do not hold your breath if you are waiting for the threads to make a meaningful contribution to the overall impression or income in 2025. Last week, meta notified A limited fiber advertisement test, but it plans slowly, Li said.

Meanwhile, META improves the overall efficiency of monetization by improving its ADS evaluation systems.

In the second half of last year, META, in cooperation with NVIDIA, introduced the machine learning system in cooperation called Andromeda This, according to the 10,000 times, increased the complexity of the models used by the meta to search for ADS.

To mention this practically, Andromeda is able to narrow the number of potential candidates for advertising from tens of millions to several thousand, which stand well for the future “because advertisers use our generative AI tools to create and test other ads. “If he said.

More than 4 million advertisers now use at least one of the META’S GENERATIVE AI Ad Creative toolsup from 1 million six months ago.

Black cabinet

Speaking of advertising tools driven AI, accepting the benefits+ shopping campaign-meta’s response to Google Max-with performance also increases.

According to Li, Advantage+ exceeded an annual rate of $ 20 billion and increased by 70%in Q1.

And the advantages+ revenues will undoubtedly continue to rise because the meta tests what it called “a new effective flow of campaign creation, so advertisers no longer choose to start manual or advantages+ sales or application campaign.”

In other words, in this new settings, Advantage+ will be turned on for any optimization of the Sales, App or Guide Campaign by default. Meta plans to expand it to more advertisers “in the coming months”, Li said, and after it fully introduced it in the year.

“This will allow more advertisers to take advantage of benefits+ offers, while still having the ability to further adapt aspects of their campaigns when they need it,” she said.

Or, cynically, The black cabinet becomes black.