My thoughts on FB (Name change & Ads)

山野万里
2021-10-26

I have a somewhat crazy theory. Since $Facebook(FB)$ is talking about changing their name to pivot the business focus and after SNAP’s woes with advertising thanks to $Apple(AAPL)$ , I think this is FB’s way of putting the writing on the wall. They’re getting a contingency plan for if the ad space changes (which is 100% is).

Any yolo option plays before their earnings announcement? Could the stock lose 20% if they miss earnings because of ad revenue? They should miss on a much more significant level than $Snap Inc(SNAP)$ did.

Expected $3.17 per share on revenue of $29.59 billion. There’s no way they’re making those numbers.

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评论（5）

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  • 雷丝短裙
    ·2021-10-26
    So what's yr next move? Show us
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  • LeeTed
    ·2021-10-26
    Calm down bro
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