In the first quarter of the first quarter, Meta's "far water" of the universe in the universe could not solve the thirst?

On July 27th, local time, Meta (former Facebook) announced the financial report of the second quarter of 2022 as of June 30. According to the financial report, Meta's second quarter revenue was about US $ 28.82 billion, a year -on -year decrease of 1%. It was the first quarter -old revenue decline in history in history, which is less than 28.94 billion US dollars. %; After diluting, the earnings per share were $ 2.46, a year -on -year decrease of 32%. This will not be Meta's worst quarterly results this year. The company also released the next quarter performance guidelines that are far lower than market expectations. It is expected that the sales in the third quarter will be between US $ 26 billion and $ 28.5 billion, and the average expectations of analysts will be $ 30.5 billion. For Reality Labs (Reality Labs), Meta said that revenue in the next quarter will be lower than the second quarter. Is the advertising business "not spiritual"? Meta's revenue is not as good as before, the main reason is related to the decline in advertising revenue on its core business online. In the second quarter, META advertising revenue was US $ 28.15 billion, a year -on -year decrease of 1.5%, the lowest level since the first quarter of last year. Social media companies that eat by advertising are facing the "unstable" of advertising revenue this year. Snap, a social media company that released the second quarter earlier than Meta, released a second quarter financial report, with revenue of 1.11 billion US dollars, lower than the market expectations of US $ 1.14 billion; SNAP attributed poor performance to macroeconomic anti -winds, weak online advertising business, and from Tiktok and so on. Software competition. Coincidentally, the second quarter financial report released by social media Twitter in July shows that the total revenue was US $ 1.176 billion, a year -on -year decrease of 1%, which was lower than the US $ 1.32 billion in analysts. Twitter blame poor performance on the weak advertising business and the uncertainty brought by Musk's acquisition. Yu Jialing, Executive Director of the Yuan Cosmic Industry Committee of the China Mobile Communications Federation, told the reporter of the Securities Daily that the weakness of advertisers in the environment in the environment has made companies relying on advertising survival all facing business revenue pressure. More importantly, from the beginning of 2021, Apple's iOS system has greatly strengthened user privacy protection and affected the commercial operations of companies such as META. At the same time, Meta is rebuilding its online advertising system mechanism, hoping to use scientific and technological innovation to achieve the balance of personal data privacy security and personalized data use. The reflection on these issues may also be one of the reasons for its transformation of the universe. Zhang Yi, CEO and chief analyst of Ai Media Consultation, told a reporter from the Securities Daily that the advertising business of social media has been severely frustrated. From the perspective of this year's development situation, it will be more serious afterwards. The pressure from the slowdown of the global economic slowdown, and the influence of regional conflicts, all make the current forms not optimistic. The founder of Meta Zuckerberg will hope to put on the "Yuan Universe", which is highly respected. It is just reflected in the results of the performance level. It is difficult to persuade investors. The Reality Labs of the Meta "Metropolitan Universe Business" revenue was US $ 452 million in the second quarter, the lowest level in the second quarter of last year. The business lost $ 2.8 billion in the quarter, with a loss of US $ 2.96 billion in the first quarter. Zhang Shule, an analyst of entertainment industry, told a reporter from the Securities Daily, "We are still in the" prehistoric era "of the" Yuan Universe ". . META has lost money on the "Yuan Universe '" so far. This is normal. Because the "Yuan Universe" requires huge technology research and development investment, it is unlikely to make profits within 5 years. " Why is the Yuan universe target of the universe? In July, Meta commissioned an international economic consulting company Analysis Group to write a "Potential Impact of Yuan Universe on the Global Economy" based on the development of mobile devices, predicting the impact of the "Yuan Universe" technology on the global economy. The report shows that if the market size of the "Yuan Universe" grows in a way similar to mobile technology development, it is expected that the "Yuan Universe" will contribute to the global GDP in 10 years to 2.8%; by 2031 A $ 3.01 trillion GDP, one -third of which, $ 1.04 trillion from the Asia -Pacific region. Analysis Group explained in the report that the purpose of the report analysis is not to predict whether the "Yuan Universe" technology will be successful, but to measure the potential economic impact of the "Yuan Universe". Zhang Yi said that when the "Yuan Universe" landed and the specific form of landing, it may not be the core of the current capital attention. The economic value of this concept is to promote the rejuvenation of the existing industries in the process of capital flow. As one of the players who are actively deployed by the "Yuan Universe" industry, Meta's selected project represents the current giant's understanding of the "Yuan Universe" to a certain extent. Meta's Reality Labs includes AR (Augmented Reality) and VR (Virtual Reality) related hardware, software and content, covering various scenarios such as office, games, social, education, fitness.

And these are not new formats born after the concept of the "Yuan Universe". Before the concept of the "Yuan Universe" was proposed, even the wind was even passed. Taking AR/VR as an example, IDC data shows that for three consecutive years in 2017, 2018, and 2019, the global AR/VR heads have maintained the market volume between 8 million and 9 million units. Before 2018, some manufacturers even gave a screenless VR header by bundling high -end smartphones. With the concept of the "Yuan Universe" in 2021, the global AR/VR heads of AR/VR in 2021 reached 11.23 million units, an increase of 92.1%year -on -year. Yu Jianing introduced that VR appeared in the first wave from 2015 to 2016, which gave birth to a large number of entrepreneurial enterprises, and there was irrational madness in capital and industry. However, due to the many restrictions on technology and ecology, the VR ecology was incomplete at that time, and there was a series of problems in the equipment. The poor user experience caused extremely low viscosity. Many users no longer use it after trying to experience it. In 2017, the upsurge was retreated. Many VR companies had a serious shortage in funding, technology, and talents. Numerous companies fell due to the full food. It was not until 2020 that the VR industry ushered in a real inflection point. "For enterprises, in addition to the underlying technological innovation and infrastructure construction, it is more important to establish the correct" meta -universe 'new thinking. Combined with the business advantages of the enterprise, targeted exploration creates the "Yuan Universe" ecology with its own characteristics. 'Yuan Universe' is both a new species of digital space and a mother of a new species of digital economy. Find a better way to combine with 'Yuan Universe', and can also find the 'good recipes' created by industrial innovation in the disadvantaged business. "Yu Jianing said. Picture | Site Cool Hero Bao Map Network review | Editor of Xie Ruolin | Qiao Chuanchuan Final Audit | Li Hui

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