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
Facebook Q1 2018 Earnings Slides [pdf]
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Re: Facebook Q1 2018 Earnings Slides [pdf]
#32Slide #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
I have not looked at it when I worked for Facebook, so this is pure speculation, but I would suspect that this is due to saturation and data quality:
- ads are auctioned off at the equivalent of a second price meaning, an ad buyer pays enough to compensate for the second best offer (compensating for expected conversion); if you look at the revenue as a function of ratio of ads to customers, that means that there is a discontinuity when (targeted) ads become more common than available slots: they bid against each other and not against poorly targeted ads, raising the second price;
- ad targeting: there are more specific targeting options in the US; I was very taken aback to see ethic background was one (at the request of minority advocacy groups, actually); I suspect that gender orientation is; a third party was also offering income-level (an option now discontinued after the CA scandal); there are more. Better targeting allows far more valuable ads, but higher value per clic but also a higher conversion, which means a higher auction level (bid * estimated conversion).
Re: Facebook Q1 2018 Earnings Slides [pdf]
#33Can I subscribe to facebook and opt out of all advertising and any data sharing exposure with third-parties? That is totally worth $8-10/mo to me.
Edit: I get it. You don't like this idea, or you don't think it will work, or you don't think facebook's investors will like it (full disclosure: I am one). Why on earth should that stop me from putting my obviously flawed opinion out there that I am sick of being the product and I'd love to opt out of that process?
Re: Facebook Q1 2018 Earnings Slides [pdf]
#34So wait... In the US, my "value" to facebook is about $100 a year? (~24/q rounded up) Can I subscribe to facebook and opt out of all advertising and any data sharing exposure with third-parties? That is totally worth $8-10/mo to me. Edit: I get it. You don't like this idea, or you don't think it will work, or you don't think facebook's investors will like it (full disclosure: I am one). Why on earth should that stop…
That’s, assuming that you are not using AirBnB, Uber or Tinder.
Re: Facebook Q1 2018 Earnings Slides [pdf]
#35So wait... In the US, my "value" to facebook is about $100 a year? (~24/q rounded up) Can I subscribe to facebook and opt out of all advertising and any data sharing exposure with third-parties? That is totally worth $8-10/mo to me. Edit: I get it. You don't like this idea, or you don't think it will work, or you don't think facebook's investors will like it (full disclosure: I am one). Why on earth should that stop…
Re: Facebook Q1 2018 Earnings Slides [pdf]
#361. http://www.businessinsider.com/facebook-median-pay-240000-20...
edit: salary package (salary, bonuses, and stock grants), not salary alone
Re: Facebook Q1 2018 Earnings Slides [pdf]
#37So wait... In the US, my "value" to facebook is about $100 a year? (~24/q rounded up) Can I subscribe to facebook and opt out of all advertising and any data sharing exposure with third-parties? That is totally worth $8-10/mo to me. Edit: I get it. You don't like this idea, or you don't think it will work, or you don't think facebook's investors will like it (full disclosure: I am one). Why on earth should that stop…
The problem for Facebook is that it is really not worth that much for many users. Even if they charge $10/year many would dump it.
Re: Facebook Q1 2018 Earnings Slides [pdf]
#38So wait... In the US, my "value" to facebook is about $100 a year? (~24/q rounded up) Can I subscribe to facebook and opt out of all advertising and any data sharing exposure with third-parties? That is totally worth $8-10/mo to me. Edit: I get it. You don't like this idea, or you don't think it will work, or you don't think facebook's investors will like it (full disclosure: I am one). Why on earth should that stop…
Also, you would need your friends to opt out too? Or at least turn on timeline review.
It seems paradoxical to share your information and also require it to be private .
Re: Facebook Q1 2018 Earnings Slides [pdf]
#39Re: Facebook Q1 2018 Earnings Slides [pdf]
#40My 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.