Preview|META 1Q25: Agency Interviews Summary - Part 1

Agency Tnterviews Summary, Tariff case analysis, SHEIN/TEMU, Product Developments, Model Update

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We're starting to release preview reports today. For our META 1Q25 preview research, we interviewed over 20 experts, including advertising agencies, advertisers, product specialists, and competitors.

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Our goal is to understand how the highly complex macroeconomic environment is affecting major tech companies, particularly the advertising industry on the front lines.

The META preview report is extensive, so we're dividing it into four parts: Agency interviews summary, tariff impact and SHEIN/TEMU response strategies, key product developments including recommendation algorithm progress, and model update.

For the agency research summary, we conducted 9 interviews spanning three months for comparison.

In our tariff impact and SHEIN/TEMU analysis, we examined 6 e-commerce cases related to Chinese supply chains, including cost implications, pricing strategies, GMV expectations, and tariff perspectives.

For product developments, we'll break down Business Messaging, Advantage+ Creative, Overlay, Social E-Commerce, and other offerings.

Finally, we'll provide a detailed forecast model with different scenarios and their potential impact on META's performance.

Let's begin with Part 1: Agency Interviews Summary.

We recently communicated with 9 META advertising agency interviews, with multiple conversations with North American Agency A, North American Agency B, and Chinese Agency A before and after tariff implementation to track macroeconomic and tariff effects on ad spending.