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Meta Platforms (NASDAQ:META) could be on the verge of unlocking a massive new revenue stream, with Wolfe Research estimating its business messaging services might generate $30-40 billionfar beyond the current $1.5-2 billion range. Analysts point to WhatsApp's massive user base and Meta's push to integrate AI-powered automation for small businesses as key drivers. As AI takes on more complex customer service interactions, particularly in fast-growing markets like India, Indonesia, and Brazil, adoption is expected to accelerate. Wolfe sees a high-single to low-double-digit billion-dollar boost in revenue over the next few years, positioning Meta for stronger engagement and deeper business integration.
Meanwhile, the open-source AI race is heating up, with Meta's Llama surpassing one billion downloads. Since launching in 2023, the model has powered applications across industries, from Spotify's AI-driven music recommendations to Fynopsis' M&A automation tools. The startup uses Llama's multilingual and vision capabilities to streamline deal-making, cutting through language barriers that slow down cross-border transactions. Developers like Srimoyee Mukhopadhyay have also leveraged Llama for cultural discovery, turning AI into a tool for uncovering hidden gems and boosting local businesses. Meta's bet on open-source AI is clearly paying off, driving innovation at scale.
With Meta doubling down on AI across messaging and open-source applications, its competitive edge in digital transformation is growing stronger. Investors will be watching closely as automation reshapes business communication and Llama's adoption fuels new technological breakthroughs. If Meta executes well, these AI-driven tailwinds could turn into serious long-term upside.
This article first appeared on GuruFocus.