On META, user counts are quiet and the Reality Labs loss is already known. A surprise would have to come from ad pricing, not from a user figure the market already has.
The known loss is in the price, unless it accelerates. The desk looks at price times impressions, not the user headline.
No rating here either. The sheet describes which line would be new.
What the desk is watching
- Users quiet
- Reality Labs loss already known
- Ad pricing would be the surprise