Meta says that retailers in China are reduced to the spending of digital ads

Chinese retailers via the Internet reduced their spending on Facebook and Instagram ads in response to President Donald Trump’s difficult policy with the country.

Dead “E -commerce exporters in Asia” have reduced their spending with the social media company. These companies are likely to have done so because they are preparing for a minimis de commercial vulnerability It ends this FridayHe told me during a First quarter profits Call.

“Part of this spending has been redirected to other markets, but the general spending of these advertisers is lower than levels before April,” he told me.

Trump signed in early April Executive order To end the commercial exemptions of Chinese imports, which have benefited from online retail traders since Shane. Analysts said they believed this Temu and Shein are the largest part of Meta 2024 sales of $ 18.35 billion.

The company said that the sales of advertisements in the Asia Pacific region amounted to 8.22 billion dollars for the first quarter. This was less than Wall Street’s expectations of $ 8.42 billion.

He told me that Meta’s revenues in the second quarter will come in the range of 42.5 billion dollars to 45.5 billion dollars, which was in line with the expectations of analysts amounting to 44.03 billion dollars.

“It is very early, it is difficult to know how things will play for a quarter, and certainly, it is difficult to know this for the rest of the year.”

This repeats what Google He said last week during a call of her profit, beware of that The opposite wind expects To its advertising works, especially from the Asia Pacific region. Similarly, pop He said on Tuesday that it was “Experienced winds To start the current quarter. “

The 145 % Chinese tariffs of Trump also affects the Meta Laboratory Unit, which creates the reality and augmented reality devices.

I had reality laboratories Operating loss of $ 4.2 billion With $ 412 million in sales during the first quarter.

Mita said that her capitalist expenditures 2025 will come within $ 64 billion to $ 72 billion, which is higher than her previous view of $ 60 billion to $ 65 billion.

The company said in the issuance of profits: “This updated view reflects additional investments in the data center to support our artificial smart efforts in addition to an increase in the expected cost of infrastructure devices.”

Regarding the highest costs of infrastructure devices, analysts told me that “suppliers who carry countries around the world.” She said that the highest cost of infrastructure devices and the “high cost of goods expected for goods” has “low range of” expected range from META “.

“There is a lot of uncertainty about this, given the ongoing employment discussions,” he told me, adding that Meta is adjusting its supply chain as a result.

He watches: Meta presents concrete examples of artificial intelligence investment.