Assessment

Strong Results

Impact of DMA on Meta (detailed question in toggle)

Analysts who have modelled impact of DMA (detailed question in toggle)

Who are the analyst who have modelled $1-$3 billion impact? (detailed question in toggle)

How did the Information model the 5% impact on global revenue (detailed question in toggle)

Similarities between DMA and Apple ATT (detailed question in toggle)

Impact of Apple’s ATT on Meta’s ad revenue (question in toggle)

What percentage of Meta’s revenue comes from IOS?

What is the likely opt-out of users due to DMA? (detailed question in toggle)

Are IOS users still opted out of Meta ads?

Similarities between ATT and DMA (detailed question in toggle)

Bad Results

Question 1

Question 2