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Truist 预测 Meta Muse 2030 年收入约 290 亿美元

广告与代理式购物将占 Muse 收入约 44%,订阅部分只需约 4400 万付费用户即可支撑。

Shay Boloor
@StockSavvyShay20 天前收录原推发布于 2026.10.16
Truist 预测 Meta Muse 2030 年收入约 290 亿美元
Shay Boloor @StockSavvyShay原推发布于 2026.10.16
在 X 上打开原推

Truist sees $META Muse revenue reaching ~$29B by 2030 with advertising and agentic commerce becoming its largest revenue source at ~44% of Muse revenue. Whats wild is that the ~$11B subscription forecast only requires ~44M paying users at $20 a month or barely 1% of Meta’s daily audience while Muse could eventually earn revenue directly from purchases instead of just the ads leading to them.

x.com/stocksavvyshay/status/2111069748675150185采集于 2026.10.17 10:28