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Facebook, Inc. (FB) Message Board

  • glass_haf_full glass_haf_full Jan 27, 2013 11:15 PM Flag

    Earnings Thoughts

    Revenue Estimates are for $1.52B which means about $1.38B from Advertising. probably about .15B from mobile and less than .01 from Exchange. Those aren't my estimates but ones you can find online from eMarketer and Cowen.

    I think there are some big wildcards that could push this beyond $1.52: 1 - the walmart ad blitz from blackfriday where they bought all the ads and there big push throughout the holiday season. 2. Samsung has switched the majority of their ad budget to FB. 3. Exchange is the hottest thing in the ad biz and finally creating some competition with goog's double click platform. This would be a 260M increase over 3rd qtr but 4th qtr 2011 was a 180M ov 3rd 2011so it's not much of a stretch.

    Looking forward to Wed earnings and hopefully a print by Friday above the $38 IPO price!

    Sentiment: Strong Buy

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