Wolfe Research suggested that Meta Platforms Inc. (Nasdaq: Meta) has the potential to generate no less than $ 30-40 billion in income from her business messaging services, a prospect that is currently undervalued by the market.
What happened: Analysts at Wolfe Research Anticipate a “modest upward upward upward” that, according to a report from Investing.com, can positively influence Meta's FY25/26 Other-Foa Income Properations.
At the moment, the business messages from WhatsApp contribute only $ 1.5 to $ 2 billion annually. However, Meta's plan to integrate AI agents into small companies for customer service can considerably increase this income.
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Wolfe Research stated: “We think it offers meta a $ 30 – $ 40 billion income.” The company also emphasized that Meta is unique to build this market because of the existing user base of WhatsApp.
These estimates take into account the acceptance of automation, the total addressable market for customer service and the number of companies that are already active on WhatsApp. They predict that as automation progresses to manage more complex examinations, “can accelerate business messages”, in particular in important markets such as India, Indonesia and Brazil.
Wolfe research also provides for a promising chance of a medium term and in the coming years “a high-single-figure to low-double digit dollar incremental chances of turnover”. This expansion could strengthen Meta's platform involvement, especially among companies that depend on WhatsApp for customer interactions.
See also: If a new fund was supported by Jeff Bezos that one 7-9% target yield with monthly dividends you would invest in it?
Why it matters: This prediction comes at a time when the global expansion efforts of Meta are investigated, after serious allegations from former director Sarah Wynn-Williams.
In her memoirs 'carefree people' and a whistleblower complaint filed with the SEC, Wynn-Williams meta and CEO accused Mark Zuckerberg From taking extreme steps to penetrate the Chinese market and at the same time use controversial lobby tactics in India.
These worries occur at a crucial moment, because Meta revises its policy in response to shifting political dynamics, while Zuckerberg positions the company as an important force in American technical diplomacy. Last week President Donald Trump also indicated that Meta platforms could invest in the US by the end of 2025 to $ 60 billion.
