META "Defending" Social Media Strength, "Law of Large Numbers" Slows Growth
Schwab Network · Schwab Network
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Show Notes
LikeFolio's data shows Instagram continuing growth for Meta Platforms (META) where Facebook lags. Andy Swan highlights user and advertising activity across Meta's social media platforms and how they stack up against competitors' growth. Meta has slowed down compared to companies like Reddit (RDDT), though Andy points to Meta's fortress-like engagement keeping users engaged with its platforms. He later talks about the company's new products that can draw new users in and expand its already impressive tech moat.
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