Meta Thrives in Digital Ads with Reels and AI While Controlling Costs
-
Meta is outperforming competitors like Alphabet and Snap in digital advertising growth and profitability.
-
Meta's Reels engagement growth is driving more ad revenue, while investments in AI improve monetization.
-
Operating margins expanded significantly for Meta last quarter to 40% overall.
-
Meta stock trades at an attractive valuation compared to competitors given its strengths.
-
Meta is well-positioned to gain more market share with investments in AI and focus on costs.