Buonasera, A seguito dei recenti risultati finanziari [1], Meta attua il licenziamento del 13% dei dipendenti, il taglio delle spese inutili e il blocco assunzioni per tutto Q1 2023 Una mossa che, da fonti bene informate (?), pare sia stata necessaria per rispondere alle pressoni degli investitori: https://www.msn.com/en-us/money/companies/meta-shares-pop-5-as-wall-street-r... --8<---------------cut here---------------start------------->8--- Investors have been concerned about Meta's rising costs and expenses, which jumped 19% year over year in the third quarter to $22.1 billion. [...] Meta's stock has lost more than 71% of its value so far this year and the company became the worst performer in the S&P 500 last week. --8<---------------cut here---------------end--------------->8--- Zuckerberg spiega così il perché dell'ultima mossa: https://about.fb.com/news/2022/11/mark-zuckerberg-layoff-message-to-employee... «Mark Zuckerberg’s Message to Meta Employees» November 9, 2022 --8<---------------cut here---------------start------------->8--- At the start of Covid, the world rapidly moved online and the surge of e-commerce led to outsized revenue growth. Many people predicted this would be a permanent acceleration that would continue even after the pandemic ended. I did too, so I made the decision to significantly increase our investments. Unfortunately, this did not play out the way I expected. Not only has online commerce returned to prior trends, but the macroeconomic downturn, increased competition, and ads signal loss have caused our revenue to be much lower than I’d expected. In this new environment, we need to become more capital efficient. We’ve shifted more of our resources onto a smaller number of high priority growth areas — like our AI discovery engine, our ads and business platforms, and our long-term vision for the metaverse. We’ve cut costs across our business, including scaling back budgets, reducing perks, and shrinking our real estate footprint. We’re restructuring teams to increase our efficiency. But these measures alone won’t bring our expenses in line with our revenue growth, so I’ve also made the hard decision to let people go. [...] For example, as we shrink our real estate footprint, we’re transitioning to desk sharing for people who already spend most of their time outside the office. We’ll roll out more cost-cutting changes like this in the coming months. We’re also extending our hiring freeze through Q1 with a small number of exceptions. I’m going to watch our business performance, operational efficiency, and other macroeconomic factors to determine whether and how much we should resume hiring at that point. [...] I’m currently in the middle of a thorough review of our infrastructure spending. As we build our AI infrastructure, we’re focused on becoming even more efficient with our capacity. Our infrastructure will continue to be an important advantage for Meta, and I believe we can achieve this while spending less. Fundamentally, we’re making all these changes for two reasons: our revenue outlook is lower than we expected at the beginning of this year, and we want to make sure we’re operating efficiently across both Family of Apps and Reality Labs. [...] This post contains forward-looking statements regarding our future business plans and expectations. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors. Because some of these risks and uncertainties cannot be predicted or quantified and some are beyond our control, you should not rely on our forward-looking statements as predictions of future events. More information about potential risks and uncertainties that could affect our business and financial results is more fully detailed under the caption “Risk Factors” in our Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (SEC) on October 27, 2022, which is available on our Investor Relations website at investor.fb.com and on the SEC website at www.sec.gov. In addition, please note that the date of this post is November 9, 2022, and any forward-looking statements contained herein are based on assumptions that we believe to be reasonable as of this date. We undertake no obligation to update these statements as a result of new information or future events. --8<---------------cut here---------------end--------------->8--- Mentre mi pare abbastanza chiaro il risparmio in termini di costi legati al personale (incluso nel OPEX), mi pare molto fumoso il risparmio CAPEX... ma soprattutto come pensano di risollevare la voce "Revenue"? ...col metaverso? recuperando nell'ad-tech? Saluti, 380° [1] dei primi tre trimestri, vedremo il Q4 Q1: https://s21.q4cdn.com/399680738/files/doc_financials/2022/q1/Meta-03.31.2022... Q2: https://s21.q4cdn.com/399680738/files/doc_news/Meta-Reports-Second-Quarter-2... Q3: https://s21.q4cdn.com/399680738/files/doc_news/Meta-Reports-Third-Quarter-20... -- 380° (Giovanni Biscuolo public alter ego) «Noi, incompetenti come siamo, non abbiamo alcun titolo per suggerire alcunché» Disinformation flourishes because many people care deeply about injustice but very few check the facts. Ask me about <https://stallmansupport.org>.