TMTB: META QCOM CVNA ARM EBAY CTSH WDC First Takes

META +5%: Solid print with revs in line with bogeys but Op inc and Q3 rev guide better

META Q3 Guide:

$38.5 - $41B, better than bogeys looking for $40B at high end

Raises low end of range on capex and expect capex growth to be significant in 2025

META RESULTS: Q2
- Revenue $39.07B, +22% y/y, EST $38.34B
- Advertising rev. $38.33B, +22% y/y, EST $37.57B
- Famil…