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Regulatory interactions in a large ad market can introduce near-term volatility, potential monetization delays, and increased compliance costs, which may weigh on margins and sentiment.
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India summoned Meta executives after Facebook briefly restricted Prime Minister Modi's post last week, highlighting growing regulatory scrutiny of Meta's content policies. The episode could pressure Meta's ad-revenue growth in a key market and raise compliance costs or policy negotiation risk. The outcome may influence META sentiment and monetization timing in India, a critical growth area for the company.
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