Proportion of EU revenue
- In Q1 2025 earnings, CFO Susan Li said the region affected by the DMA was responsible for 16% of the worldwide revenue in 2024 — about $26 billion.
Compliance
- It appears the EU Commission is compelling Meta to offer a truly free, no-ads version of its service to non-consenting users.
- Apparently, the caveat to not choosing personalized ads is having to view “unskippable ads " like in TV.
- Meta said in November that it will introduce unskippable ads for a few seconds in the less personalized ads model.
- According to Meta, users rarely notice personalized ads.
- GPT: Does Meta’s less personalized model meets the requirements of GDPR?
- GPT: Does DMA allows unskippable ads?
- GPT: Does EU consumers prefer unskippable ads over personalized ads?
- GPT: Can Meta offer more than one model to meet EU’s DMA?
- Legal Expert opinions
- Similarities between Apple’s ATT and DMA
- Impact of ATT on Meta’s CPM and Impressions
- Analysts opinions
- Current estimates of the impact of DMA
- Measures taken by Meta to offset the impact of ATT