Zuckerberg's Instagram Takes Aim At YouTube With New 90-Minute Video Test. It Could Be A Tough Sell For Creators

Impact · against what's priced in

Meta's attempt to enter long-form video provides a potential path toward the revenue re-acceleration the market currently discounts, though a lack of creator monetization may limit the ceiling. For Alphabet, the move represents a new competitive threat to YouTube's living-room dominance that is not yet reflected in the baseline search growth assumptions.

META+0.15

Challenges what's priced in

The price assumes