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Facebook Q1 2018 Earnings Slides [pdf]

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Re: Facebook Q1 2018 Earnings Slides [pdf]

#151

Post by acchow »

snaveed wrote: post #130
spiderPig wrote: post #39

That's crazy. Their net income is almost the same as Google's with 1/3rd the number of employees. I am surprised that they have 25k employees now, wow!

Reported 2018 Q1 Net Income: Alphabet: $9.4 Billion [0] Facebook: $5.0 Billion [1] [0] https://abc.xyz/investor/pdf/2018Q1_alphabet_earnings_releas... [1] https://s21.q4cdn.com/399680738/files/doc_financials/2018/Q1...

Alphabet's net income will drop dramatically in the next quarter.

Google's VC investments booked a ton of gains all-at-once in the quarter (due to an accounting change) which won't be recurring. About $2.4bn added to net income.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#153

Post by acchow »

robotresearcher wrote: post #81
acchow wrote: post #77

Earlier quoted context omitted.

Your "value" to facebook is going up at 25% per year. In 5 years, it should be $24-30/month

And in 50 years it should be $2.3M/month. Unless this growth isn't sustainable...

It won't sustain 25% annual growth for 50 years.

But the advertising market is enormous (see Google's growth in the past 5 years) and Facebook has a lot of room to grow its share.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#155

Post by twblalock »

ugh123 wrote: post #136
objclxt wrote: post #78

Earlier quoted context omitted.

It's a slightly misleading figure because it includes all the stock grants given in 2017. From the proxy statement: > we calculated as actual salary paid to our employees for 2017 [...], actual bonus or sales commission earned by our employees in 2017, and the value of equity awards granted to our employees in 2017 Specifically, if you joined in 2017 the value of your entire initial stock grant was used. This skews t…

Does that mean you have to pay income tax on it in 2017 even though its not fully realized until possibly 2021?

You don't get taxed when they are granted. That would be pretty rough, because a lot of people get several years of RSUs granted when they join a company.

When the RSUs vest, they are taxed as income. If you hold on to the shares for a while before selling them, and they increase in value, you'll pay capital gains taxes when you sell them.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#156

Post by corbett3000 »

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

The reason is because advertisers are willing to spend more targeting a US user who had an average annual income of $50k where as one in India may have $5k. The user is 10x more valuable from a revenue standpoint so the cost you’re willing to bear to advertise to them is 10x etc

Re: Facebook Q1 2018 Earnings Slides [pdf]

#157

Post by adventured »

rdlecler1 wrote: post #93

Find it strange that Europe has 1.8x the users of the US but only 40% of the revenue.

Some of that is because there's a vast economic gulf there.

For reference, the EU minus the UK has a GDP per capita of about $33,000. The US is at $60,000.

Europe as a whole (minus Turkey), has a GDP per capita of about $27,000. The total European economy is very similar in size to the US at roughly $20 trillion. There's $14.5 trillion inside the EU minus the UK, and about $5.5 trillion outside of it.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#158

Post by Judgmentality »

quotemstr wrote: post #122
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.

Internet outrage is _never_ as widespread or important as it looks. The best way to predict the effect of any social media campaign against a person or organization is to evaluate the steadfastness of the campaign's target. If you are the target of an internet mob and you blink, you're not only going to enact mob-demanded changes that are detrimental to your interests, but also broadcast weakness and attract further…

I thought the #deleteuber campaign was somewhat successful? My understanding is a series of unfortunate events, largely kicked off by that campaign, ultimately led to Kalanick's downfall.

http://www.businessinsider.com/travis-kalanick-uber-takedown...

Re: Facebook Q1 2018 Earnings Slides [pdf]

#159

Post by matte_black »

warent wrote: post #119
matte_black wrote: post #94

Earlier quoted context omitted.

We are not heading to a post-privacy world. Post-Privacy means no one can get privacy even if they want it. That has never been the case. What you are merely seeing is people are ok with the amount of data that has been collected on them. The lack of true widespread outrage means we are either at the limit or we can still collect a bit more before users get really pissed.

With things like Facebook shadow profiles, you're pretty much driven out of any sufficiently developed society if you want true privacy.

Shadow profiles aren’t public.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#160

Post by kerng »

hardwaresofton wrote: post #133
thaumaturgy wrote: post #49

Earlier quoted context omitted.

Yeah, I may have to eat some crow from an argument the other day with another HN user. Surveys and #deleteFacebook and protests and so forth seemed to indicate that people did finally start getting interested in their own privacy. But no. Somehow, even with a declining youth demographic and widespread reports of less time spent on site and the CA fiasco, they still ended up with a growth of users in all markets. I've…

Facebook's PR struggles (and users realizing how hostile the site is at it's core) is relatively recent -- most of that stuff happened Q2 of this year, not Q1, it won't be reflected till after right?

I think that is correct and most comments miss that point. It's too early to tell.
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