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Facebook Q1 2018 Earnings Slides [pdf]

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Re: Facebook Q1 2018 Earnings Slides [pdf]

#21
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

Things in general are much more expensive in the U.S. compared with other countries. Ads included.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#23
post #21
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

Things in general are much more expensive in the U.S. compared with other countries. Ads included.

Not in comparison with some countries north of the US, though.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#24
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.

I am not familiar with recent numbers, but most controversies and calls to stop patronising a service have a positive immediate impact on the numbers of most companies where I worked (and that included Facebook some years ago).

Re: Facebook Q1 2018 Earnings Slides [pdf]

#25
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.

Perhaps this is related to why the company is being sued over its tax evasion strategies.

https://www.plainsite.org/dockets/304jmbv5l/california-north...

Re: Facebook Q1 2018 Earnings Slides [pdf]

#26
post #21
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

Things in general are much more expensive in the U.S. compared with other countries. Ads included.

Are you comparing to just impoverished countries? Nearly everything is more expensive in Europe due to VAT.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#27
post #20
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.

Maybe. What you're describing would mean prison for anyone involved, though, which makes me skeptical. Not saying it's definitely false (I have no way of knowing), and certainly white-collar crime happens. But that would be a very high-stakes move.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#28
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.

Facebook only started deploying its developer API and advertiser changes a couple of weeks ago, which means it already got most of its revenue, if not all of it (depending on how Facebook receives the money and accounts for it) by the time they closed the Q1 quarter.

You also can't expect to see the full impact of Cambridge Analytica scandal so soon. Let's see what happens over the next 12 months. Facebook engagement was already in free-fall last year, and I imagine a lot of people disengaged with Facebook after this scandal, and they plan on using it much less in the future, even if they don't actually delete their accounts. Eventually all of these scandals (as well as the future ones) will catch-up with Facebook.

http://buzzsumo.com/blog/facebook-engagement-brands-publishe...

Re: Facebook Q1 2018 Earnings Slides [pdf]

#29
post #24
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.

I am not familiar with recent numbers, but most controversies and calls to stop patronising a service have a positive immediate impact on the numbers of most companies where I worked (and that included Facebook some years ago).

It worked against Digg, but only because a reasonably well-known, functional equivalent existed that people could use instead.
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