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Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

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Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#51
post #37

Earlier quoted context omitted.

Do you have further evidence/elaboration about this point?

I have several accounts that I set up for research purposes with close to 5000 friends each, mostly 17-25. All friends became inactive in the last 4 years.

So you're basing a pretty huge assertion on a tiny and non-random sample?

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#52
post #22

Except that most of Americans between 16-22 (the oldest FB audience) have quit. The lagging indicators are the user acquisition in emergent markets and the revenue. In the case of Blackberry for example, the revenue peaked at least two years after the actual product was dead.

> Except that most of Americans between 16-22 (the oldest FB audience) have quit.

That's an extraordinary claim and requires extraordinary evidence. You don't have any.

As someone who's actually in that demographic I can tell you it's patently false. Facebook continues to be the hub of social networking, particularly on college campuses. If you're having an event of any sort, Facebook is the place you announce it. Messenger is becoming the dominant messaging platform for most people I know.

If you're going to make extraordinarily bold claims, it'd be good to offer some actual evidence. Or at least put your money where your mouth is by taking a large short position.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#53
post #24

Here's the thing that most people don't know unless they are in the "industry": * The gaming industry is most likely driving a lot of this growth. I'm sure Machine Zone and Supercell are doing between $5M - $10M a day on FB alone. * FB is re-defining attribution. They want to bring in big brands and are re-defining last-click to "Multi-touch". Their end game ofcourse is to say the reason why you decided to make a tri…

How does SuperCell earn money on FB's platform? Afaik all of their games are iOS and Android only and I've never seen a display ad of any kind in Boom Beach (the only SC game I've played) although admittedly I don't sign in via FB.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#54
post #22

Except that most of Americans between 16-22 (the oldest FB audience) have quit. The lagging indicators are the user acquisition in emergent markets and the revenue. In the case of Blackberry for example, the revenue peaked at least two years after the actual product was dead.

> Except that most of Americans between 16-22 (the oldest FB audience) have quit. That's an extraordinary claim and requires extraordinary evidence. You don't have any. As someone who's actually in that demographic I can tell you it's patently false. Facebook continues to be the hub of social networking, particularly on college campuses. If you're having an event of any sort, Facebook is the place you announce it. Me…

Cool your jets there, sassafras.

There is evidence of a downward trend, though probably not "most" teens. Enjoying the indignant platitudes though.

https://www.washingtonpost.com/news/the-intersect/wp/2015/02...

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#55

Earlier quoted context omitted.

> Except that most of Americans between 16-22 (the oldest FB audience) have quit. That's an extraordinary claim and requires extraordinary evidence. You don't have any. As someone who's actually in that demographic I can tell you it's patently false. Facebook continues to be the hub of social networking, particularly on college campuses. If you're having an event of any sort, Facebook is the place you announce it. Me…

Cool your jets there, sassafras. There is evidence of a downward trend, though probably not "most" teens. Enjoying the indignant platitudes though. https://www.washingtonpost.com/news/the-intersect/wp/2015/02...

That article literally consists of anecdotal musings from "a strong opponent of social media." It's pretty far from good business reporting.

People have been predicting the collapse of Facebook due to teens leaving since 2010 at least. They have been consistently wrong.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#56
post #5

Hopefully for their investors' sake that revenue isn't significantly driven by click fraud, a rumor that's been circulating for years http://thesocialmediamonthly.com/startup-ceo-alleges-massive... * Is anyone aware of evidence of the extent of click fraud on Facebook? I see a lot of discussion about it but not a lot of data.

> * Is anyone aware of evidence of the extent of click fraud on Facebook? I see a lot of discussion about it but not a lot of data. This probably counts more as an anecdote than as data, but at my last startup we bought about $100,000 of Facebook advertising and never saw click fraud (we tracked downstream behavior and revenue very carefully). Far and away Facebook provided the best traffic compared to any other paid…

Also anecdotally and at a smaller scale, our experience is similar. What Facebook have claimed in their reports appears to match our data from other sources reasonably well.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#57
post #53
post #24

Here's the thing that most people don't know unless they are in the "industry": * The gaming industry is most likely driving a lot of this growth. I'm sure Machine Zone and Supercell are doing between $5M - $10M a day on FB alone. * FB is re-defining attribution. They want to bring in big brands and are re-defining last-click to "Multi-touch". Their end game ofcourse is to say the reason why you decided to make a tri…

How does SuperCell earn money on FB's platform? Afaik all of their games are iOS and Android only and I've never seen a display ad of any kind in Boom Beach (the only SC game I've played) although admittedly I don't sign in via FB.

Supercell, like most big mobile gaming companies, make their money on in-app purchases. Someone leaked SC's internal dashboard 2 years ago [1]. At the time they were making $5M a day in rev just in CoC. You can get App Annie estimates of revenue for other companies pretty easily, but last I checked SC was able to dramatically increase LTV of users over the years so this has likely grown.

[1] https://recodetech.files.wordpress.com/2014/02/supercell-hac...

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#58
post #40

Earlier quoted context omitted.

"Attribution" means more than just the last click. If you see an ad on TV, and then 2 minutes later receive an ad on Facebook for the same product, click through and buy then how much is the TV ad responsible vs the Facebook ad. Same for Youtube ads. Typically (as a very broad rule) people don't click through to purchase from a Youtube ad. And yet lab (and other) studies show an increased propensity to purchase a spe…

Which studies in particular?

Well there's one I'm involved with atm which is unpublished yet.

But more broadly there are quite a lot of industry and industry-body sponsored ones, eg:

https://www.thinkwithgoogle.com/articles/online-video-ads-dr...

http://www.emarketer.com/Article/Mobile-Video-Ads-Lift-Brand...

https://scholar.google.com.au/scholar?hl=en&q=video+ad+expos... will find more.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#59
post #43
post #24

Here's the thing that most people don't know unless they are in the "industry": * The gaming industry is most likely driving a lot of this growth. I'm sure Machine Zone and Supercell are doing between $5M - $10M a day on FB alone. * FB is re-defining attribution. They want to bring in big brands and are re-defining last-click to "Multi-touch". Their end game ofcourse is to say the reason why you decided to make a tri…

Pretty sure gaming is NOT where Facebook's revenue growth is coming from. Almost all the growth has been coming from mobile advertising for a couple years now.

Here's an exercise. Go to the App Store, click on Top Grossing. Out of the 150 apps displayed, how many are gaming-related? I counted 113. Thats 75%. I don't have the charts but you can compare this to a year ago period. My guess is that percentage has grown. This is not an accident.

Re: Facebook Climbs to 1.59B Users, Beats Q4 Estimates with $5.8B Revenue

#60
post #28
post #10

Earlier quoted context omitted.

I dont have data but whenever I buy likes on page they seem to come from people who are totally fake.

You buy likes and then are surprised that they come from totally fake people?

Facebook has a kind of campaign that is explicitly to garner likes, nothing illicit about it.

There are multiple articles about the quality of the demographic you get when you use their official platform. Conspiracy theorists point out that likes are a very weak signal of interest, and thus it's hard to judge if you got good likes or bad likes.

Facebook has a conflict of interest in choosing who to show your like ad to: if both Alice and Eve are willing to like you with equal probability, but Eve is less likely to be an engaged fan, Facebook should show your ad to Eve.

You got your like, so you're happy, but your content is less likely to organically go viral, because Eve isn't as engaged as Alice would have been. Notably, not all of your fans will see your posts: Facebook no longer guarantees delivery to people who have liked you. Luckily, Facebook will help you run a campaign to target the fans of your page that you just paid to get.

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