Advertising InnovationMeta invests across its core AI Foundation Models, expands monetization to newer surfaces like WA, Threads, and Business AI, and delivers deeper advertising objectives for its advertisers.
AI And Technological AdvancementsMeta has the best leverage to AI/ML and GenAI in our space, which is transforming its consumer product, user engagement, ad products, and operations.
Market Share GrowthThe online advertising environment is healthy as META gains greater share which should deliver upside to revenue and earnings.