AI & Tech
Hari Predicts Meta Will Surpass Google in Ad Revenue by 2026
We Study Billionaires
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
What was said
"Their forecasted ad revenue for 2026 is $243 billion, which will be $3 billion more than Google's, and they're growing. Their operating margin is very healthy at 41% with a $46 billion free cash flow in 2025, a 30% net margin."
Value investor Hari Ramachandra presented data showing Meta is on track to overtake Google in advertising revenue by 2026, reaching $243 billion versus Google's projected $240 billion. Despite the stock falling 20% from its peak due to market concerns over $135 billion in AI infrastructure spending, Hari sees a 46% upside based on Meta's pricing power and network effects.
Verification status
Attributed speaker claim
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Source and context
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- Programme
- We Study Billionaires
- Episode
- TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
- Clip time
- 1:25
- Original source
- Watch the source segment →
From this episode
We Study Billionaires