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The Guardian
150 days

Meta confirms it is considering charging UK users for ad-free version

1. Meta considers ad-free subscription service for UK users after legal settlement. 2. Settlement prevents the high court trial regarding UK data privacy laws. 3. User privacy concerns may lead to more lawsuits against Meta's advertising practices. 4. Advertising represents about 98% of Meta's revenue, strongly affecting its business model. 5. EU already has a similar ad-free service priced at €7.99 per month.

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FAQ

Why Bearish?

Meta's reliance on advertising revenue makes subscription models less favorable. Historical shifts towards subscription services often result in immediate revenue declines.

How important is it?

The settlement opens avenues for legal challenges impacting Meta's advertising framework and revenue model.

Why Short Term?

The immediate introduction of a subscription service could disrupt ad revenue streams, affecting short-term earnings.

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