Beth Kindig is the CEO and Lead Tech Analyst for the I/O Fund and delivers weekly in-depth tech stock analysis to her free newsletter subscribers. Sign up here to receive free weekly stock tips. I/O Fund has a cumulative 3-year audited return of 47%, beating Ark and the majority of Wall Street funds over four audit periods in 2020, 2021 and 2022.
in 2024, after a challenging macro environment significantly dented budgets and growth in 2023. The US advertising market is already showing positive signs of, starting off 2024 with a 4.3% YoY increase in January, the strongest January on record and a tenth straight monthly increase.
To The Moon Elon Musk s Dramatic Return To Crypto Falls Flat As Sudden Price Crash Spooks Bitcoin Ethereum XRP Solana And Dogecoin TradersWhat Time Is Taylor Swift The Eras Tour Taylor s Version Premiering On DisneyThe rebound in leverage comes despite Meta pouring tens of billions into Reality Labs – operating loss for Reality Labs totaled billion forMeta’s momentum with strong revenue growth is expected to continue in 2024, supported by ARPU trends.
For 2024, key metrics are supporting a return to >40% operating margin for the full year and a possible >33% net margin, driven by increasing ad pricing, strong engagement trends and impressions growth, aided by the release of numerous AI features. Reaching those margins for the full year would imply EPS growth of nearly 38% to $20.50 on $160B in revenue.
Though determining the growth trajectory of Kokai over the next few quarters may be challenging, tracking gross spend and The Trade Desk’s take rate provides insights into revenue acceleration trends, and if Kokai and a strong CTV ad market are driving an acceleration in spend and improvements in take rate.The Trade Desk’s take rate has fluctuated between 19% and 21%, hovering around 20.3% in FY23.
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