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Facebook, Inc. (FB) Message Board

  • boyoword Jul 18, 2013 10:49 PM Flag

    Mobile ads don't get clicked

    Don't be delusional people. Google revenue lost to FB? That's the dumbest thing I ever heard. Apples and oranges there. Pandora force feeds ads on 70million monthly users over 4billion hours of time. Do you know what their quarterly revenue was? That's the closest thing to compare it too. 125mill with 84mill coming from mobile. This includes paid subscriptions. They are a 90% mobile business. that means 10% from the non mobile brought in 33% of total income....

    Now you can run these numbers any way you want, but what it boils down to. Mobile ads only generate about 1/3 of non mobile. FB mobile users up 20%, which is a BS way of saying FB is at 50/50 mobile/desktop. It only equates to 1 thing. Lower revenue.

    I'm a man "For the People". I just can't understand how billions upon billions are being stolen from people. It disgusts me. 40B STOLE the day of IPO. Then every few months another 20B. How many times will people hand their money over? Corporate execs. get their shares for FREE and SELL THEM BY THE TRUCKLOAD! You will be lucky if SP is at 16 in a couple weeks.

    P.S. I have seen that earnings release is on the 22nd, conference call on 24th. IDK if this is a flub, but rest assured, they already know the results.

    Sentiment: Strong Sell

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    • good analysis boyoword. One thing from q1 earnings noted was that 70% of FB users access fb via mobile - only problem with that is that mobile only accounted for 30% of revenue and earnings.

      u can search sec filings on the above stat. or playback last q's earnings call if still available,

      bottom line is 100% minus 70% = 30% so their stat of 20% increase makes little sense also the poor showing of mobile earnings relative to mobile use should be very much a concern for bag holders.

      • 1 Reply to slider5x5
      • boyoword Jul 19, 2013 12:40 AM Flag

        That's interesting because I legitimately didn't know the login percentages. Well if that's the case, I'll reiterate my point and say that 90% of FB login is on mobile device. This is devastating to revenue, and if the percentages are right, I guarantee a loss for the quarter. Unless they cut operating cost by half a Billion. Forget about beating estimate, let alone breaking even.

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