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Inside ScoopAround the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Author: Avory & Co.
Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into whats moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Debrief: 4 things we learned from Meta.
Episode 90
Wednesday, 29 July, 2026
Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028.Chapters00:00 Meta Earnings Debrief01:14 Show Intro & Disclosures01:55 Revenue & Guide Highlights02:55 AI Monetization Flywheel06:49 Open Versus Closed Models08:46 Enterprise AI On WhatsApp11:01 CapEx Outlook And Bottlenecks13:04 Wrap Up & Key TakeawaysThis discussion is for educational purposes only and should not be considered personalized investment, legal, or tax advice. Views reflect our opinions as of the recording date and may change.
