Facebook User Growth, Time Spent Fall on News Feed Changes
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Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#2Some notes from the results they just released:
Revenues: - 4Q revenue $12.97 billion, estimate $12.55 billion (range $12.15 billion to $12.91 billion) (Bloomberg data)
- 4Q EPS $1.44
- 4Q daily active users 1.40 billion, estimate 1.41 billion (Bloomberg News) (3 estimates)
- 4Q monthly active users 2.13 billion, estimate 2.13 billion (BN) (3 estimates)
- 4Q mobile ad revenue as percentage of ad revenue 89%
- 4Q advertising rev. $12.78 billion
General:
- increased headcount: it was 25,105 as of December 31, 2017, an increase of 47% year-over-year.
- This is the first-ever decline Facebook has had in North American users. Daily active users growth in US & Canada fell to 184 million, compared to 185 million in Q3.
Related to new US Tax Plan
- There's a one-time mandatory transition tax on accumulated foreign earnings and a reduction of the corporate income tax rate to 21 percent, effective Jan. 1, 2018. Facebook's provision for income taxes increased by $2.27 billion and its diluted EPS decreased by $0.77 for both the fourth quarter and full year 2017.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#3Surely this has something to do with the sheer number of users they have, right? There's only like 8 billion people on Earth and Facebook has 2 billion monthly active users. If you take away 1.5 billion people in China who can't/don't use Facebook, this means that it has 2 billion out of like ~6.5 billion possible users. And many of those people are either children (that bad to me (unless I'm missing something important).
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#4Some notes from the results they just released: Revenues: - 4Q revenue $12.97 billion, estimate $12.55 billion (range $12.15 billion to $12.91 billion) (Bloomberg data) - 4Q EPS $1.44 - 4Q daily active users 1.40 billion, estimate 1.41 billion (Bloomberg News) (3 estimates) - 4Q monthly active users 2.13 billion, estimate 2.13 billion (BN) (3 estimates) - 4Q mobile ad revenue as percentage of ad revenue 89% - 4Q adve…
In another thread here we are learning how much of this "daily active users" is actually bots run by corporations.
I for myself have shown myself out of Facebook and enjoy real live interactions with human beings like it's the '90s.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#5Maybe it's slowing because they hit over 1.4B people? I doubt people are concerned about societal impact, regardless of what the media would love you to believe.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#6What could they possibly be doing with 25,000 staff? That is insane.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#7Surely this has something to do with the sheer number of users they have, right? There's only like 8 billion people on Earth and Facebook has 2 billion monthly active users. If you take away 1.5 billion people in China who can't/don't use Facebook, this means that it has 2 billion out of like ~6.5 billion possible users. And many of those people are either children ( that bad to me (unless I'm missing something impor…
I have a company page/account where I daily automatically post updates. I guess that counts into this number.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#8Some notes from the results they just released: Revenues: - 4Q revenue $12.97 billion, estimate $12.55 billion (range $12.15 billion to $12.91 billion) (Bloomberg data) - 4Q EPS $1.44 - 4Q daily active users 1.40 billion, estimate 1.41 billion (Bloomberg News) (3 estimates) - 4Q monthly active users 2.13 billion, estimate 2.13 billion (BN) (3 estimates) - 4Q mobile ad revenue as percentage of ad revenue 89% - 4Q adve…
In another thread here we are learning how much of this "daily active users" is actually bots run by corporations. I for myself have shown myself out of Facebook and enjoy real live interactions with human beings like it's the '90s.
But in the 90s we were all watching 4-6 hrs of TV a day.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#9when you already have a large percentage of the online user base you are going to have to
1) wait for that underlying user base to grow
2) offer something new to capture people you dont have with your current product
They have reached the point where its a lot easier to lose someone then gain someone. I dont think its societal impact ... its people getting older and dropping off while at the same time its really hard to replenish that use base when already have so many of the young people already on your site.
So maybe they need to understand user rentention vs aging , I think that would be a place to look, societal impact ... no one uses or drops a product becuase of societal impact.
How many diamonds and how many electronics or clothes do we use that have a dubious labor practices. Its the product quality that speaks loudest.
Re: Facebook User Growth, Time Spent Fall on News Feed Changes
#10What could they possibly be doing with 25,000 staff? That is insane.
They could be international ... thats the kind of staff you need.