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Facebook Q1 2018 Earnings Slides [pdf]

investor.fb.com

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Re: Facebook Q1 2018 Earnings Slides [pdf]

#11

Post by myroon5 »

forkerenok wrote: post #6

It slid in January of last year as well. Is it a seasonal effect? (can't find FB's older figures.. I'm not good in digging up this kind of information)

I don't think this is specific to Facebook. Google, Amazon, Apple, and Microsoft all have less revenue around this time of year when compared to the previous quarter. I'd imagine consumption in general is just higher around the holidays.

https://www.statista.com/statistics/267606/quarterly-revenue...

https://www.statista.com/statistics/422035/facebooks-quarter...

https://www.statista.com/statistics/273963/quarterly-revenue...

https://www.statista.com/statistics/272746/microsoft-corpora... (keep in mind that Microsoft's fiscal calendar is different, so it ends up being the same time of year)

Re: Facebook Q1 2018 Earnings Slides [pdf]

#13

Post by d4l3k »

joeblau wrote: post #8
forkerenok wrote: post #6

It slid in January of last year as well. Is it a seasonal effect? (can't find FB's older figures.. I'm not good in digging up this kind of information)

I wonder if people make New Years resolutions to stop using Facebook and then relapse a few weeks in?

Most of the income is coming from advertisers and not users. Presumably companies spend more money on advertising around the holiday season.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#14

Post by roddux »

My main takeaway from this is that #deleteFacebook has been a flash in the pan-- their active user count is still increasing across all regions. Also to note, FB only pay effectively 11% tax on some 12 billion dollars worth of revenue.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#18

Post by DisruptiveDave »

wmblaettler wrote: post #9
wmblaettler wrote: post #5

How do you interpret an earnings slide? They seem to have a stronger Q4 YoY - presumably due to increased ad spending leading up to the holiday buying season, with a retraction every Q1. There was an 8% decline from Q4'16 to Q1'17 and only a 7% decline from Q4'17 to Q1'18.

Sorry, the I misread the title, it's literally the "slides" (slide deck) of Q1 earnings. Not a observation on a decline in earnings.

Got a chuckle out of this. :)

Re: Facebook Q1 2018 Earnings Slides [pdf]

#19

Post by gizmodo59 »

alberth wrote: post #12

Slide #3 & #5 are super interesting. US/Canada is ~10% MAU but generates ~50% of the overall revenue. I wonder why US generates so much revenue compared to its small user base

This is true not just for Facebook. Consumer spending per person in US is very high compared to many other countries in the world.

https://en.wikipedia.org/wiki/List_of_largest_consumer_marke...

The businesses that wants to run ads also spend a lot. Its also true for Enterprise Software to some extent. I work for an enterprise software company and despite having had a decade of presence and having been founded in Europe, 70% of our revenue is from USA.

While I don't have numbers to back it up, personally from my experience, I see Americans spending a lot (sometimes more credit than savings itself) compared to other developed nations.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#20

Post by loceng »

roddux wrote: post #14

My main takeaway from this is that #deleteFacebook has been a flash in the pan-- their active user count is still increasing across all regions. Also to note, FB only pay effectively 11% tax on some 12 billion dollars worth of revenue.

Who knows what gaming mechanisms they could have in place to artificially inflate numbers, it could even be a third-party that somehow knows how much of an increase in user signups they need to stay on an upward course. With the level of bad acting linked to Cambridge Analytica, really anything is plausible if it's a method to maintain control via manipulating appearances, etc.
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