Facebook’s Advertising Revenue in Q2 2012
Facebook offers a four-pronged approach to advertising: it delivers to advertisers reach, relevance, social context, and engagement. The majority of Facebook’s revenue is derived from its advertising...
View ArticleFacebook’s Mobile Growth in the Fourth Quarter
With the release of Q4 2012 earnings, Facebook opted to release more data to color its mobile user base growth. Not only did the company released its latest mobile monthly active users, but for the...
View ArticleFacebook’s Mobile Platform Race
As we previously discussed, in its fourth quarter earnings slides, Facebook for the first time provided color on mobile only user base growth since Q4 2011. Growth in mobile only monthly active users...
View ArticleAssessing Facebook’s Advertising Business
As we have come to expect, advertising continues to comprise the majority of Facebook’s revenue. According to the company’s 10-Q filing, advertising accounted for about 86% of Facebook’s revenue in the...
View ArticleSlowing Growth in Facebook’s Mature Regions
In our earlier analyses, we observed that Facebook’s user base growth in North America region was outpaced by Facebook’s other regions, especially its emerging market regions Asia and rest of world. In...
View ArticleThe Rise of Facebook’s Mobile Advertising Business
In the second quarter Facebook continued its trend of growing mobile ad revenue to a larger share of its total advertising revenue. Although this result is in line with our conclusions based on...
View ArticleIncentives and the Mobile Payments Problem
We last looked at Facebook’s payments business in Q1 2013, where we observed a slight increase in payments revenue. Payments in the second and third quarters remained relatively flat across regions,...
View ArticleThe Case for WhatsApp
Facebook recently announced its acquisition of WhatsApp for $16B in cash and stock, plus another $3B in RSUs.1 The acquisition was not surprising; mobile messaging is clearly of systemic importance to...
View ArticleShifting to Mobile*
With its Q1 2014 earnings, Facebook demonstrated its continued structural shift to a mobile company. The company’s mobile active users for the first time crossed the 1B mark. Mobile active users are...
View ArticleProspects for Facebook’s Payments Business [SeekingAlpha Exclusive]
When we last looked at Facebook’s (NASDAQ:FB) payments business we predicted that revenue would plateau as more of its user base transitioned to mobile usage. We made this deduction by observing the...
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