Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
But the market's really hoping that it starts with a three.
Everyone's hoping for 30%, something like that, at least this year, at some point.
Re-acceleration would be a treat for the market.
Lastly, Meta.
medicine interesting spot super clean q4 nothing really to prove today uh despite all the fud all the fear uncertainty and doubt around the talent wars new team members the new lab the sometimes clunky model releases they didn't get behemoth out what what you know different adoption of meta vibes the video app like there there's been all these questions about the as strategy like
All of that needs to be put to the side in the face of just AI is already working for Meta and their ads platform.
Let's get an update on Reels.
Yeah.
They're absolutely crushing it.
3.58 billion DAUs, daily active users, and they grew the ad business a ton.
Revenue overall grew 24% to almost 60 billion last quarter.
Ad impressions rose 18%.
Average price per ad rose 6%.
Family of apps operating income was 30.8 billion, which makes losing six billion at Reality Labs,
quaint.
It's just like, who cares?
It's totally worth taking a side bet on the future of devices, and maybe you get a platform out of that.
It makes a ton of sense.
And so CapEx was $72.2 billion last year.
The guide this year is somewhere between $115 to $135.
Showing 161–180 of 1,798 · page 9 of 90
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