Yuan Q1 Income Report 2025

Meta Platform CEO Mark Zuckerberg was during the Meta Connect event on September 25, 2024 in Menlo Park, California.

David Paul Morris | Bloomberg | Getty Images

Yuan Plans to report its first-quarter earnings on Wednesday, investors will look for any signs that President Donald Trump’s tough Chinese tariffs are affecting the company’s online advertising business.

Here is what LSEG vote analysts expect:

Analysts expect the China-derived advertising business will cause the greatest pain to Trump's tariffs. Online retailers such as Temu and Shein are cutting their U.S. advertising spending, while Facebook parents’ 2024 sales were 11%, or $18.35 billion.

Moffettnathanson Analysts said in a research note released last week that META's advertising revenue could be affected by $7 billion in 2025 if these Chinese-linked companies continue to shrink their digital advertising spending as a response to the U.S.-China trade dispute.

Analysts expect the dollar to release $8.54 billion in Asia-Pacific sales this quarter.

When Google reported first-quarter earnings last Thursday, company executives told analysts that the search giant could face a headwind of online advertising business from Asia. Regarding the broader economy, Philipp Schindler, Google's chief business officer, said: "In the second quarter, it's too early to have a more specific perspective on things."

Intel's chief financial officer David Zinsner's impact on U.S. trade policy has worsened the economy, when chip giants reported first-quarter revenues and issued weak guidance on Thursday.

"Mobile trade policies in the United States and elsewhere, as well as regulatory risks, have increased the chances of a slowdown and the possibility of a recession grows," Sinsner said in the revenue call.

Investors will also monitor whether Trump's tariffs will affect huge spending on meta-AI. Analysts expect the dollar to record $14.32 billion in capital expenditure this quarter.

According to analyst estimates, META is expected to report 3.39 billion active personnel in the first quarter.

SNAP also relied on online advertising, reporting its first-quarter earnings on Tuesday. The company said its share price fell after it said it could not provide forward guidance due to macroeconomic uncertainty. Reddit and Amazon will report earnings on Thursday.

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