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Facebook, Inc. (FB) Message Board

  • bigrobeight bigrobeight May 5, 2013 2:59 AM Flag

    ".... little discussion regarding the apparently eroding user base in North America ...."

    "As with most of the analyst and media reports, little discussion takes place regarding the apparently eroding user base in North America and the developed part of the world. While emerging markets such as Brazil and
    India continue to grow, the revenue-generating portion of the user base has clearly stalled regardless of the data provided directly from Facebook."

    "The company lists the North American monthly user base at 195M, while SocialBakers shows the number plunging to 175M - a drop that would crater the stock if backed up by the company. Unfortunately, analysts are unwilling to question how Facebook calculates monthly average users and why the difference is so dramatic between other data providers."

    ".... a drop that would crater the stock if backed up by the company. "

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