They might as well go ahead and buy WeChat as well.
Buying Tencent? That's gonna cost them a bit more than this...
Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
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Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#152Earlier quoted context omitted.
Or facebook is trying to trivialize and destroy the startup market.
the startup market of other messenger apps? The ones that are around are already big and profitable (KakaoTalk, LINE etc).
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#153Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#154Earlier quoted context omitted.
no, I can see how Snapchat is unique and fresh. WhatsApp brings nothing new to the table.
ARPU vs CTLV doesn't compute. This is like déjà vu, circa 2000 when I was watching the {{decent}}.corp ticker hitting $60/share after 3 splits. If anything I don't feel that Justin Frankel and "Mr. Wonderful" made out like bandits as much now. ProTip to new startup people: now is not the time for your magic mobile IM app. Most potential acquirers' demand is likely sated, making the value of the remaining players in t…
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#155The fact that FB chose to pay $12BN in stock for this tells you something about what they think of their current valuation.
That's a lot of money for an app with relatively little lock-in and a $0.70 (maximum) ARPU.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#156Smart to buy them? Sure. For $19 billion? Nope.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#157Youtube was acquired for less than $2B (and not even in cash!)
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#158Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#159Even though at the time it seemed ridiculous I could understand paying $1bn for Instagram. Photos is Facebook's most used product and Instagram was stealing users photos on mobile. $16bn for WhatsApp I just can't understand. Facebook has a brilliant messaging app. Lots of people use it - even people who use WhatsApp continue to use Facebook Messenger.
Re: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
#160I wonder if this is still valid?