Sell-side analyst covering internet sector at Citi; provides detailed financial modeling and product-level analysis of Meta's AI strategy, capex trajectory, and new product pipeline.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Meta's business agent product launched in early June and already has 1 million SMBs adopted, representing a new monetization layer on top of the 3.6B daily active user base that could drive incremental revenue growth.