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.
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.