財報前瞻 | 不利因素接踵而至,FacebookQ3能否“逆風翻盤”?
Facebook將於美東時間10月25日美股盤後公佈2021年第三季度財報。
目前,分析師普遍預計,Facebook第三季度營收將達到296億美元,較去年同期增長約38%,而這與Facebook第二季度56%的營收增長率相比有所放緩。每股收益方面,目前分析師普遍預計爲3.18美元,比去年同期高出15.6%。
但需要注意的是,Facebook在2021年第二季度的業績增幅得益於2020年的低基數,當時廣告等各項收入受到與新冠疫情相關的封鎖政策的負面影響。
據統計,Facebook近幾年的實際季度營收與實際每股收益已多次超出分析師普遍預期。


上週五Snap在業績報告中表示,由於全球供應鏈受阻和勞動力短缺,導致Snap縮減了廣告支出,因此公司的業績出現了下滑。另外,Snap還表示,蘋果(AAPL.US)今年早些時候推出的隱私變更損害了Snap的數字廣告定位和衡量能力,並表示iPhone的隱私設置對Snap廣告業務的影響超出了此前預期,預計蘋果的隱私變更和全球供應鏈的中斷將持續到第四季度。
而投資者目前非常擔心Facebook也遭遇同樣甚至更嚴重的負面影響,這一預期也反映在了上週五Facebook的股價上,該股截至收盤下跌超5%。
在Snap(SNAP.US)上週五公佈的營收等全面不及預期後,以及連續兩名“吹哨人”的指控可能使得Facebook面臨鉅額罰款等其它懲罰,許多投資者預計Facebook第三季度營收和Q4營收指引將低於分析師預期。
但是有市場觀點認爲,這家社交網絡巨頭有可能憑藉強大的運營實力和用戶基礎戰勝Snap所面臨的挑戰,至少可以在一定程度上避開與蘋果iOS有關的一些不利因素。
與Snap旗下的Snapchat不同的是,Facebook不僅在移動端,它在桌面端也有很大的影響力,這決定了其在營銷網絡和功能基礎上表現出的能力強於Snapchat。
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