I really hope they told the Louisiana regulators this in the meeting yesterday because the argument was something along the lines of “Meta is worth $2T”
At the current price of $107,586 per kilo of gold, that is 731,507 kilos of gold per year. A rail box car has a load limit of 92,500 kilos. Eight full box cars, or 16 half full box cars of gold currently represents the annual output of META.
The financials from the link to not specifically call out Depreciation Expense. But Operating Income should take into account Depreciation Expense.
The financials have a line below Net Income Line called "Reconciled depreciation" with about $16.7 billion. I do not know what that means (maybe this is how they get to the EBITDA metric) but maybe this is the metric you are looking for.
It's really difficult to wrap one's head around the cash they're able to deploy.
They “deploy” much more than what they generate.
Their cash position has gone from $44bn to $12bn in the first six months of the year and are now getting other people to pay for datacenters https://www.reuters.com/business/meta-taps-pimco-blue-owl-29...
I take offense to your implication this is an incorrect usage of the word deploy.
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I really hope they told the Louisiana regulators this in the meeting yesterday because the argument was something along the lines of “Meta is worth $2T”
Ouch. Other FAANG in a similar position?
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At the current price of $107,586 per kilo of gold, that is 731,507 kilos of gold per year. A rail box car has a load limit of 92,500 kilos. Eight full box cars, or 16 half full box cars of gold currently represents the annual output of META.
23:1 P/E. Not Tesla levels of stupidity but still high for a mature company.
385 comments based on a clickbait headline from telegraph (you know that sophisticated tech focused newspaper...)
An astonishing number
how does this compare to the depreciation cost of their datacenters?
The financials from the link to not specifically call out Depreciation Expense. But Operating Income should take into account Depreciation Expense.
The financials have a line below Net Income Line called "Reconciled depreciation" with about $16.7 billion. I do not know what that means (maybe this is how they get to the EBITDA metric) but maybe this is the metric you are looking for.
Most of the operating expenses seem to be in the $13 billion "R&D" spend on the Q2 2025 statement.
https://pbs.twimg.com/media/GxIeCe7bkAEwXju?format=jpg&name=...