And if you've been a FB bear over the past 12 months, how have you done? Take a look at a yearly chart. Short term gains for bears trumped by bull gains over past year.
Ha! You were the same guy that was screaming SELL SELL SELL at $24! You have a ton of credibility.
FB Home is a work in progress still undergoing iterations, and you projecting mobile revenue will be less than forecasted on what basis? Your gut? You have no idea what you are talking about.
If you watched the video, it clearly says 90% of their products are sold through the Facebook channel. I guess you didn't watch it. This is a dead horse now though, if you don't want to believe it, don't believe it.
I'm a liar because the very first result you saw was a paid ad? How about clicking in the organic results section, what are you, in first grade? You don't know how to use the internet?
Google "Lolly Wolly Doodle" Morning Joe. Just last week they pulled a $20M investment from Steve Case's Revolution Growth Fund. Guess where they do their business? All on Facebook. Google It.
Watch what happens the last 6 months of the year. Sentiment is so poor on FB it doesn't matter what the Goldman's of the world say. When FB starts delivering on earnings, as they will in the next two quarters, the bears will go into hiding.
Riight. That's why he has been rated the top CEO in America to work for and employees approve of their experience working for Facebook at over 95%. Sounds like you know exactly what you're talking about.
First of all, not all ad units are PPC (pay per click), so for a good portion of them, you may click all you want and it wont cost them a dime.
Wrong, ads in the feed waiting to be clicked wont be ignored. If this is your premise, couldnt you say the same about the ads in newsfeed? Who's clicking those? Apparently a lot of people are. FB hasn't even tried to monetize Instagram yet- they are being patient and waiting for the app to reach critical mass. It's smart growth, not short-sighted, do whatever makes-wall street-happy-for-tomorrow-growth.
There has been some very good improvement around their advertising structure that goes widely unnoticed by retail investors. FBX, Custom Audiences, Lookalikes, and Partner Categories leveraging offsite buying habits have all added tremendous value to their ad offering. That impacts bottom line in a big way but since there's nothing "Sexy" about it, it doesn't make headlines. It's a true revenue driver though, which is what counts.
Right. He showed his respect to a head of state, which was appropriate. Being president of a corporation isn't the same thing. Clearly a calculated move.
Everyone knows that's how he dresses, I doubt the head of Samsung was shocked. If he wasn't taken seriously, he probably wouldn't have met with Zuck, now would he?
Maybe 4th time's the charm. The RSS speculation & Vine rip off I am not buying. "Working on a Big Idea?" Copying others? Give me a break. It's not RSS & It's not Instagram Video. Something bigger/a disruptive is in the pipeline.
Home is only 3 months old- not a proven failure, is currently being iterated and improved, jury still out on that one
Graph Search- this is in beta mode, who says this can't be a revenue driver? They haven't even tried yet
Gifts- This one hasn't worked out.
All in all, those examples don't prove much.