Bespoke Intel

Primary Research For The Buyside.

[Bespoke Intel @BespokeIntel]

AI demand isn’t slowing down in enterprise budgets.

Net spending score for AI/ML: +83%—the highest by a wide margin in our latest IT decision-maker survey. Every other software category trails meaningfully.

This isn’t a hype cycle question anymore—it’s a capital allocation question.

Reward AI capex or punish it?

New primary survey data 👇

[Bespoke Intel @BespokeIntel]

@TaoistTrader Check this out (re: $RDDT) 👇

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@PositiveInvst @WisemanCap Thoughts on this?

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@Suedler1909 @blury765 If you're following $RDDT and $META, check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@NoLimitGains Check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@CarsonTalkMoney If you're interested to see a demand signal for META premium accounts:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@pepemoonboy If you're following the $META news, check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@amasad Really interesting news, our primary research team is following this closely (consumers & enterprise). This is just one example:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@Couch_Investor We're updating our primary research to better understand how much demand there is for META premium. Check this out from our last wave 👇

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@DDrolapas @benbstwits If you're following META, you might find this interesting:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@kelly_sams @BullTradeFinder If you're following $META, you may find this interesting:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@OGDocHollywood Check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@MikeMoves_CCP @MikeMoves_CCP You might find this primary research interesting:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@NotA_Bull @itsthewealth4me You might find this interesting:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@MetaNewsroom @MetaNewsroom If you're also focused on consumers and interest in premium subscriptions, you might want to check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@0xtechquity Check this out:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@StockMarketNerd If you're following $META and its new premium features:

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@financialjuice We're following this on the consumer side, will also be tracking ad-agencies and businesses to better understand how premium features / AI tools will impact spend. Check this out ��

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@StockMKTNewz It'll be really interesting to see how this plays out on the business side of the platform. In the meantime, here's a quick view into the consumer side (META premium) 👇

https://t.co/KzUkNFDRPp

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Bespoke Intel @BespokeIntel]

@WSJ If you're curious about $META consumer interest in premium platform features:

https://t.co/jGoUDkHpGE

[Bespoke Intel @BespokeIntel]

@StockSavvyShay If following $META, here's an interesting chart from our 'Consumers on Social Media - Willingness to Pay for Premium' survey tracker:

https://t.co/KzUkNFDRPp