Facebook的母公司Meta,將未來押注到元宇宙,尤其是增強(qiáng)現(xiàn)實(shí)和虛擬現(xiàn)實(shí)部門Reality Labs。然而,Meta周三發(fā)布的第二季度營收?qǐng)?bào)告顯示,由于利潤低于預(yù)期并且自十年前上市以來收入首次下降,該部門虧損28億美元。
Reality Labs第二季度的糟糕表現(xiàn),只是延續(xù)了其連續(xù)虧損的趨勢。自從該部門2020年8月成立以來,該部門已經(jīng)虧損了數(shù)十億美元。其第二季度的虧損比去年同期的24億美元增加了15%。
唯一的亮點(diǎn)是,該部門的虛擬現(xiàn)實(shí)和增強(qiáng)現(xiàn)實(shí)部門收入4.52億美元,遠(yuǎn)高于分析師預(yù)期的4.31億美元。該部門第2季度收入與去年同期的3.05億美元相比增長了48%,但依舊比第一季度下降了35%。Meta表示,預(yù)計(jì)Reality Labs第三季度的收入將低于本季度。
與此同時(shí),Meta的核心“應(yīng)用家族”業(yè)務(wù)部門,包括Facebook、Instagram、Messenger、WhatsApp等服務(wù)在內(nèi),第二季度收入284億美元,盈利112億美元。
在營收電話會(huì)議上,Meta CEO馬克·扎克伯格表示,元宇宙是公司正在緊緊抓住的兩個(gè)“科技浪潮”之一(另外一個(gè)是人工智能)。扎克伯格稱,公司需要以一種不會(huì)阻礙競爭的方式幫助開發(fā)元宇宙,顯然是在暗指公司因去年推出的一項(xiàng)隱私保護(hù)功能與蘋果(Apple)發(fā)生的沖突。
他說道:“我們通過幫助開發(fā)這些平臺(tái),可以用業(yè)內(nèi)認(rèn)為最好的方式自由開發(fā)各種體驗(yàn),不會(huì)受到競爭對(duì)手施加給我們的各種約束的限制。”
在周三的營收電話會(huì)議上,扎克伯格再次強(qiáng)調(diào)了Reality Labs取得的進(jìn)展,包括開發(fā)了元宇宙社交平臺(tái)Horizon Worlds的網(wǎng)頁版,并推出了一款面向?qū)I(yè)用戶的混合現(xiàn)實(shí)設(shè)備(代號(hào)“cambria項(xiàng)目”),該設(shè)備將在今年晚些時(shí)候上市。
38歲的Meta創(chuàng)始人扎克伯格表示,雖然公司進(jìn)軍元宇宙領(lǐng)域成本高昂,但他相信開發(fā)元宇宙未來能夠給公司帶來數(shù)千億甚至數(shù)萬億美元收入。
他說道:“隨著元宇宙在我們生活的方方面面變得更加重要,覆蓋我們的社交平臺(tái)、娛樂、工作、教育和商務(wù)等領(lǐng)域,我相信,我們會(huì)很欣慰曾在建設(shè)元宇宙的過程中發(fā)揮過重要作用?!?/p>
周三,Meta的元宇宙目標(biāo)受挫,因?yàn)槊绹?lián)邦貿(mào)易委員會(huì)(Federal Trade Commission)起訴要求阻止Meta收購Within Unlimited,該公司開發(fā)了虛擬現(xiàn)實(shí)健身應(yīng)用Supernatural。在周三提交的起訴書中,聯(lián)邦貿(mào)易委員會(huì)稱,Meta收購Within“將嚴(yán)重減少虛擬現(xiàn)實(shí)健身應(yīng)用相關(guān)市場中的競爭,或會(huì)形成一家壟斷企業(yè)?!痹摍C(jī)構(gòu)的行動(dòng)引起了風(fēng)險(xiǎn)投資者的批評(píng)。
Meta第二季度的利潤和收入均不及分析師預(yù)期,公司將業(yè)績平平的第二季度歸咎于艱難的宏觀經(jīng)濟(jì)環(huán)境和客戶削減營銷預(yù)算。
公司第二季度收入281.5億美元,較去年同期的290.7億美元下降近1%。利潤為66.9億美元,低于去年同期的75億美元。Meta所有應(yīng)用的日活躍用戶較去年增長了4%。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
Facebook的母公司Meta,將未來押注到元宇宙,尤其是增強(qiáng)現(xiàn)實(shí)和虛擬現(xiàn)實(shí)部門Reality Labs。然而,Meta周三發(fā)布的第二季度營收?qǐng)?bào)告顯示,由于利潤低于預(yù)期并且自十年前上市以來收入首次下降,該部門虧損28億美元。
Reality Labs第二季度的糟糕表現(xiàn),只是延續(xù)了其連續(xù)虧損的趨勢。自從該部門2020年8月成立以來,該部門已經(jīng)虧損了數(shù)十億美元。其第二季度的虧損比去年同期的24億美元增加了15%。
唯一的亮點(diǎn)是,該部門的虛擬現(xiàn)實(shí)和增強(qiáng)現(xiàn)實(shí)部門收入4.52億美元,遠(yuǎn)高于分析師預(yù)期的4.31億美元。該部門第2季度收入與去年同期的3.05億美元相比增長了48%,但依舊比第一季度下降了35%。Meta表示,預(yù)計(jì)Reality Labs第三季度的收入將低于本季度。
與此同時(shí),Meta的核心“應(yīng)用家族”業(yè)務(wù)部門,包括Facebook、Instagram、Messenger、WhatsApp等服務(wù)在內(nèi),第二季度收入284億美元,盈利112億美元。
在營收電話會(huì)議上,Meta CEO馬克·扎克伯格表示,元宇宙是公司正在緊緊抓住的兩個(gè)“科技浪潮”之一(另外一個(gè)是人工智能)。扎克伯格稱,公司需要以一種不會(huì)阻礙競爭的方式幫助開發(fā)元宇宙,顯然是在暗指公司因去年推出的一項(xiàng)隱私保護(hù)功能與蘋果(Apple)發(fā)生的沖突。
他說道:“我們通過幫助開發(fā)這些平臺(tái),可以用業(yè)內(nèi)認(rèn)為最好的方式自由開發(fā)各種體驗(yàn),不會(huì)受到競爭對(duì)手施加給我們的各種約束的限制?!?/p>
在周三的營收電話會(huì)議上,扎克伯格再次強(qiáng)調(diào)了Reality Labs取得的進(jìn)展,包括開發(fā)了元宇宙社交平臺(tái)Horizon Worlds的網(wǎng)頁版,并推出了一款面向?qū)I(yè)用戶的混合現(xiàn)實(shí)設(shè)備(代號(hào)“cambria項(xiàng)目”),該設(shè)備將在今年晚些時(shí)候上市。
38歲的Meta創(chuàng)始人扎克伯格表示,雖然公司進(jìn)軍元宇宙領(lǐng)域成本高昂,但他相信開發(fā)元宇宙未來能夠給公司帶來數(shù)千億甚至數(shù)萬億美元收入。
他說道:“隨著元宇宙在我們生活的方方面面變得更加重要,覆蓋我們的社交平臺(tái)、娛樂、工作、教育和商務(wù)等領(lǐng)域,我相信,我們會(huì)很欣慰曾在建設(shè)元宇宙的過程中發(fā)揮過重要作用?!?/p>
周三,Meta的元宇宙目標(biāo)受挫,因?yàn)槊绹?lián)邦貿(mào)易委員會(huì)(Federal Trade Commission)起訴要求阻止Meta收購Within Unlimited,該公司開發(fā)了虛擬現(xiàn)實(shí)健身應(yīng)用Supernatural。在周三提交的起訴書中,聯(lián)邦貿(mào)易委員會(huì)稱,Meta收購Within“將嚴(yán)重減少虛擬現(xiàn)實(shí)健身應(yīng)用相關(guān)市場中的競爭,或會(huì)形成一家壟斷企業(yè)。”該機(jī)構(gòu)的行動(dòng)引起了風(fēng)險(xiǎn)投資者的批評(píng)。
Meta第二季度的利潤和收入均不及分析師預(yù)期,公司將業(yè)績平平的第二季度歸咎于艱難的宏觀經(jīng)濟(jì)環(huán)境和客戶削減營銷預(yù)算。
公司第二季度收入281.5億美元,較去年同期的290.7億美元下降近1%。利潤為66.9億美元,低于去年同期的75億美元。Meta所有應(yīng)用的日活躍用戶較去年增長了4%。(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
Meta, the parent company of Facebook, is betting its future on the metaverse, and specifically around the augmented and virtual reality sector known as Reality Labs. That sector, however, reported a $2.8 billion loss as the company saw lower than expected profit and its first revenue decline since going public a decade ago, according to Meta’s second quarter earnings report published Wednesday.
Reality Labs’ second quarter flop was the latest in a string of multi-billion-dollar losses that the segment has recorded since it was introduced in August 2020. The unit’s second quarter loss was 15% higher than the $2.4 billion Reality Labs lost last year in the same quarter.
If there was a bright spot, it was that the virtual and augmented reality segment brought in $452 million in revenue—well over the $431 million analysts expected. The unit’s Q2 revenue was a 48% jump compared to $305 million in the same quarter last year, but was still down 35% from its revenue in the first quarter. Meta said it expects Reality Labs’ third quarter revenue to be lower than what it brought in this quarter.
Meanwhile, Meta’s core “family of apps” business segment, made up of Facebook, Instagram, Messenger, WhatsApp, and other services, reported revenue of $28.4 billion and an $11.2 billion profit.
On an earnings call, Meta CEO Mark Zuckerberg said the metaverse is one of two “technological waves” (the other being artificial intelligence) that the company is riding. In an apparent allusion to the company’s conflict with Apple over a privacy feature it rolled out last year, Zuckerberg said the company needs to help develop the metaverse in a way that doesn’t impede competition.
“By helping to develop these platforms we're going to have the freedom to build these experiences the way that we in the overall industry believe will be best, rather than being limited by the constraints that competitors place on us,” he said.
On the Wednesday earnings call Zuckerberg reemphasized the progress the Reality Labs is making, including developing a?web version of its metaverse social platform Horizon Worlds and a mixed reality device (codename “project cambria”) aimed at professional users to?launch later this year.
The 38-year-old Meta founder said that although the company’s foray into the metaverse is an expensive undertaking, he is confident that developing the metaverse will unlock hundreds of billions or trillions of dollars in the future.
“As the metaverse becomes more important in every part of how we live from our social platforms and entertainment, to work, and education, and commerce, I'm confident that we're going to be glad that we played an important role in building this,” he said.
On Wednesday, in a setback to those metaverse goals, the Federal Trade Commission sued to prevent Meta from buying Within Unlimited, the developer of virtual reality fitness app Supernatural. The FTC said Meta acquiring Within “would substantially lessen competition, or tend to create a monopoly, in the relevant market for VR dedicated fitness apps,” according to the complaint filed on Wednesday. The agency's move sparked a flurry of criticism from venture capitalists.
Meta blamed a tough macroeconomic environment and cutbacks in its customers’ marketing budgets for a lackluster second quarter that saw the company fall short of analyst expectations in both profit and revenue.
The company reported $28.15 billion in revenue for the second quarter, down nearly 1% from $29.07 billion in the same quarter last year. It posted a $6.69 billion profit, down from $7.5 billion a year earlier. Meta reported that daily active users for its family of apps grew 4% from a year ago.