Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)

Author: Bernstein Research May 27, 2025 Duration: 32:24
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI. Looking at Mark’s ‘framework of utility’, we look at the different stakeholders of Meta’s ecosystems: the user, the consumer and the advertiser. We delve into Meta’s use cases and what keeps us online, and how social media has emerged from a place to connect to a broadcast media, with brand/performance advertising and content creation monetising the platforms and continuing its runway for growth.

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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 71

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