21–30 of 98 posts
Aren't Instagram and Snapchat completely different products? Of course, these compete on the 'share of time' of the users, in which case everything teens do is competing with Facebook.
So do Twitter, Tumblr, reddit, MySpace, Google+, blogs, etc.
Facebooks is priced at 240X Price to Earnings. If they start losing users or even stop growing its hard to imagine how that PE ratio continues to makes any sense. Even with an increase in mobile revenue its still less then desktop revenue and users are certainly flocking to mobile too which is a double wammy. So facebook has to transition to making more money per user if its user base stops growing. Otherwise you're…
Earlier quoted context omitted.
As a 19 year old, I will say that from my perspective, this "coolness" factor is seriously overblown and misunderstood. Facebook was never "cool," even when I first got Facebook back in 9th grade, when I was around 14 years old. Facebook was always a highly addictive and vital necessity - a social utility, the lack of which meant losing touch with friends, not being invited to events, and generally missing out on a l…
Facebook was very cool, right before it was open to the public.
My suspicion is that teenagers will engage Facebook as they become adults and the social pressures shift.
Facebooks is priced at 240X Price to Earnings. If they start losing users or even stop growing its hard to imagine how that PE ratio continues to makes any sense. Even with an increase in mobile revenue its still less then desktop revenue and users are certainly flocking to mobile too which is a double wammy. So facebook has to transition to making more money per user if its user base stops growing. Otherwise you're…
The only way that valuation made sense is if facebook managed to capture an enormous fraction of all worldwide ad revenue. That always seemed extremely unlikely to me.
I recently watched a Louis C.K. interview about young people and technology, which struck a chord with me. I agree that adolescents benefit from a sense of boredom and isolation because it encourages them to cultivate stronger in-person social networks:
Didn't Zuck say recently that the actual numbers weren't concerning, and that they're aware they are past the "cool" stage and instead want to move on to become the social fabric of the Internet, much like a utility.
This would make sense if they actually offered much utility. Even Google+ has them beat when it comes to compelling features.
As more teenagers gravitate toward online social networks (if not Facebook, then Instagram, etc.), I'm concerned that not enough of them will feel lonely. I recently watched a Louis C.K. interview about young people and technology, which struck a chord with me. I agree that adolescents benefit from a sense of boredom and isolation because it encourages them to cultivate stronger in-person social networks: http://team…
If anything facebook allows you to more easily cultivate in person social networks by making preliminary communication much easier.
Facebooks is priced at 240X Price to Earnings. If they start losing users or even stop growing its hard to imagine how that PE ratio continues to makes any sense. Even with an increase in mobile revenue its still less then desktop revenue and users are certainly flocking to mobile too which is a double wammy. So facebook has to transition to making more money per user if its user base stops growing. Otherwise you're…
I don't know Facebook's details, but in theory another possibility to lower P/E: "Stop pouring money into expansion, to lower expenses and increase bottom-line earnings." For example, Amazon could certainly do that, since they spend heavily on expansion