Meta 2023 年第2季度业绩电话会议纪要 20230727.pdf

图表：Meta 2Q23业绩速览 【中金互联网】Meta Platforms (META.US) 2Q23业绩速览 Operating data (bn) 30214021 1022 202230224022ConsensusBeatimiss DAP 2.72 2.76 2.81 2.82 2.87 2.88 2.93 2.96 3.02 3.07 YoY 15.3%11.7%10.6% 8.5% 5.5% 4.3% 4.3% 5.0% 5.2%6.6% Qoa 4.6% 1.5% 1.8% 0.4% 1.8% 0.3% 1.7% 1.0% 2.0% 1.7% MAP 3.45 3.51 3.58 3.59 3.64 3.65 3.71 3.74 3.81 3.88 YoY 15.4%11.8%11.5%8.8% 5.5% 4.0% 3.6% 4.2% 4.7%6.3% QoQ 4.5% 1.7% 2.0% 0.3% 1.4% 0.3% 1.6% 0.8% 1.9% 1.8% DAU 1.88 1.91 1.93 1.93 1.96 1.97 1.98 2.00 2.04 2.06 YoY 8.3% 6.9% 6.0%4.6% 4.3% 3.0% 2.7%3.7% 4.0% 4.9% Qoa 2.0% 1.7% 1.1%-0.1% 1.6% 0.4% 0.8% 0.9% 2.0% 1.2% MAU 2.85 2.90 2.91 2.91 2.94 2.94 2.96 2.96 2.99 3.03 YoY 9.6% 7.2% 6.2% 4.1% 2.9% 1.4% 1.6% 1.8% 1.9% 3.2% QoQ 1.8% 1.5% 0.6%0.0% 0.8% 0.0% 0.7% 0.2% 0.9%1.3% 1021 2021102220223022 40221Q232023 Revenue breakdown (USD mn) Revenue 29,077 33,67127,90828,82227,714 26,171 29,010 32,16528,64531,999 YoY 47.6%55.6%35.1%19.9%6.6% -0.9%4.5%4.5% 2.6%11.0% Qoa 6.8%11.1%-0.2%16.1%-17.1%3.3%-3.8%16.1%-10.9%11.7% By segment Familly apps-advertising revenue25,43928,5802B,27632,63926,99828,15227,23731,25428,10131,498 198 192 176 155 215 218 192 184 205 225 Family apps-other revenue Reallty labs 534 305 558 877 695 452 285 727 339 276 YoY: 45.9%56.0%33.2%20.1%6.1% -1.5%-3.7%4.2%4.1%11.9% Family apps- aovertising revenut Family apps-other revenue -7.7%8.6% 13.5%9.1%18.7%4.7%3.2% Realily labs 22.3%30.1%48.2%48.9%-17.1%-51.2%-38.9% Revenue mix 98.0%99.0%98