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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

#82
post #71
post #57

Earlier quoted context omitted.

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.…

I'm not contesting that SC makes millions every day from in-app purchases, just pointing out that the money is presumably split with Apple and Google not Facebook. Although you can login to Clash of Clans with your Facebook account, it is not a Facebook game.

He's saying that they spend a large % of their revenues on Facebook mobile app-install ads.

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

#83
post #71

Earlier quoted context omitted.

I'm not contesting that SC makes millions every day from in-app purchases, just pointing out that the money is presumably split with Apple and Google not Facebook. Although you can login to Clash of Clans with your Facebook account, it is not a Facebook game.

He's saying that they spend a large % of their revenues on Facebook mobile app-install ads.

Thanks!

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

#84
post #19
post #14

Earlier quoted context omitted.

Companies the spend the most on Facebook ads track the resulting revenue they earn very closely. So even if lots of clicks were fraudulent, they're looking at ($ earned from clicks)/($ spent on clicks). Based on Facebook's continuing increase in earnings, it's safe to bet that lots of major advertisers are seeing this ratio returning >1, and are therefore increasing their spend.

Facebook is the only platform that lets advertisers target a mass audience with very fine demographic precision. Google you lose the demographics. Television, you lose the the precision. All advertising platforms deliver fraudulent/worthless/imaginary/bogus views. Print has a problem with publishers making up circulation numbers. Television has a problem with ads running while no one is watching. Radio has a massive…

To comment on that: whenever I accidentally click a mobile ad because it pops up above what I was trying to click, I make sure to click it for another 2 minutes over and over again.

Hopefully someday all ad networks decide that they only get fraudulent clicks from me, and stop their practices.

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

#85
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…

As someone in that demographic, I see new posts on my timeline every 2 or 3 weeks.

If I want to know what's going on on the campus, I check Jodel.

If I want to message others, I use WhatsApp.

Facebook's acquisition of WhatsApp is the only reason why I use any of the products.

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

#86

At my company we're realizing how great of an advertising channel Facebook is, in the fact that we can immediately narrow down our target audience to people who have liked a certain page. It's just very weird to me that a social network that everyone my age and younger never use. I never, ever post to Facebook and rarely look at it because it's just my family on it. I connect with friends over snapchat and meet new p…

There a psychological bias called the "false consensus effect" whereby people overestimate how similar other people are to themselves. It's backed up by things like confirmation bias where you tend to socialise with people similar to yourself so it feels like most people really are like you.

The simple reality is that you just don't know enough people to draw any statistically relevant conclusions about society. It may well be the case that none of the young people that you know are on Facebook, but that really only says something about who you know, not about young people's attitude towards Facebook in general.

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

#87
How many of the 1.59B users are still active, at least once a week? Not just have the app installed and receive just notifications but actually open the app or website?

Facebook is mainly used by 30+ woman's nowadays, to share their baby, cat and dog photos. And is a huge ghost town with much of the profiles haven't been updated or have posts for multiple years. It's like MySpace in 2010.

Facebook (and to some extend Google with its bullish Google+ auto-written posts based on Youtube comments, etc that no one wanted) single handed destroyed/burned the notion of social networks because of pure greed. Yet social network as in 2008/09 (at its peek) were great, than came the broken "newsfeed" that doesn't show all friend updates in chronologic order anymore, but selected featured filtered crap.

[I am talking about Facebook the app or website - the social network. Not the messenger app nor WhatsApp nor Instagram]

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

#88

Earlier quoted context omitted.

Google is all about searching for results and Facebook is all about demography and thus brands. So Facebook is taking a lot of advertising budget to establish brands that used to be for print and television. Simple example: Diapers. By the time you have a baby, Facebook knows that you as a couple are expecting and you will see ads establishing relevant brands. You would never see those ads on Google, because at that…

Can you elaborate on why you think Google wouldn't know before FB? Many (most?) people don't go posting anything about pregnancy before for ~3 months traditionally, and odds are you are going to be searching for symptoms when you first notice something is wrong health-wise. When a doctor or test confirms you are pregnant, I'd be willing to bet that users are immediately pulling up their favorite search engine to figu…

The odds are very good that people start discussing things like pregnancy in Messenger at the same time they start googling symptoms. Public posts aren't all FB has available.

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

#89
post #86

At my company we're realizing how great of an advertising channel Facebook is, in the fact that we can immediately narrow down our target audience to people who have liked a certain page. It's just very weird to me that a social network that everyone my age and younger never use. I never, ever post to Facebook and rarely look at it because it's just my family on it. I connect with friends over snapchat and meet new p…

There a psychological bias called the "false consensus effect" whereby people overestimate how similar other people are to themselves. It's backed up by things like confirmation bias where you tend to socialise with people similar to yourself so it feels like most people really are like you. The simple reality is that you just don't know enough people to draw any statistically relevant conclusions about society. It m…

To your point, I'm also younger and have very few friends on Twitter. If anything, twitter is old and full of noise. My friends all use fb, Snapchat and IG

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

#90
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…

Machine Zone and Supercell are not doing $3.6 billion per year on Facebook. That's pretty absurd to claim without backing it up with a lot of proof.
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