Facebook shares shoot up after strong Q4 earnings despite data breach
1–10 of 228 posts
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#2> Facebook’s daily to monthly user ratio, or stickiness, held firm at 66 percent where it’s stayed for years, showing those still on Facebook aren’t using it much less.
What are the precise definitions of daily and monthly active users? To be a daily user, do you literally have to use Facebook every day for a month?
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#3> Facebook’s daily to monthly user ratio, or stickiness, held firm at 66 percent where it’s stayed for years, showing those still on Facebook aren’t using it much less. What are the precise definitions of daily and monthly active users? To be a daily user, do you literally have to use Facebook every day for a month?
[deleted]
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#4> Facebook’s daily to monthly user ratio, or stickiness, held firm at 66 percent where it’s stayed for years, showing those still on Facebook aren’t using it much less. What are the precise definitions of daily and monthly active users? To be a daily user, do you literally have to use Facebook every day for a month?
No, it's just the number of users who used it that day, no matter what each of them did on previous or subsequent days.
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#5Pre:
- still 30% off highs
Numbers:
- 4Q EPS $2.38, Est. $2.18
- 4Q Rev. $16.91B, Est. $16.39B
- 4Q Mobile Ad Rev. as % Ad Rev. 93%
- Mobile represents 93% of ad revenue. Mark doesn't get enough credit for his big switch to mobile,
- Cost of revenue up 74 percent year over year
- Operating costs went up by 60%, Note this is more than their growth rate, really the only concerning thing from a good quarter
- Annual capex is $13.9 billion, pretty close to what Microsoft spends
- CFO is talking about phasing out Facebook only numbers and just disclosing total numbers(Insta, WhatsApp, and FB rolled into one)
-
Users:
- 4Q MAU 2.32B, Est. 2.32B
- 4Q DAU 1.52B, Est. 1.51B
- DAU up in Europe for first time in 2-3 quarters, Flat in North America
- instagram stories has 500M DAU
Misc:
- Headcount was 35,587 at year end. Increase of 42% for the year!!
- shares back up to Oct levels,
- turns out the markets like companies who can mint money and both users and advertisers just don't care at all about facebooks scandals
- https://investor.fb.com/files/doc_financials/2018/Q4/Q4-2018...
- more after hours trading than alot of stocks get during the entire day
- Zuckerberg saying that messaging growing faster than any other area. It will become more central to the social experience on Facebook's apps.
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#6Pre: - still 30% off highs Numbers: - 4Q EPS $2.38, Est. $2.18 - 4Q Rev. $16.91B, Est. $16.39B - 4Q Mobile Ad Rev. as % Ad Rev. 93% - Mobile represents 93% of ad revenue. Mark doesn't get enough credit for his big switch to mobile, - Cost of revenue up 74 percent year over year - Operating costs went up by 60%, Note this is more than their growth rate, really the only concerning thing from a good quarter - Annual cap…
Operating costs going up makes sense if FB is hiring in order to attempt to address many of the issues that were highlighted throughout the year. I'd venture to say they will continue to grow this year, I think I just heard them mention that during the call.
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#7> Facebook’s daily to monthly user ratio, or stickiness, held firm at 66 percent where it’s stayed for years, showing those still on Facebook aren’t using it much less. What are the precise definitions of daily and monthly active users? To be a daily user, do you literally have to use Facebook every day for a month?
No, it's just the number of users who used it that day, no matter what each of them did on previous or subsequent days.
The number shared though is usually a weekly or monthly average.
Otherwise it be easy to game
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#8Pre: - still 30% off highs Numbers: - 4Q EPS $2.38, Est. $2.18 - 4Q Rev. $16.91B, Est. $16.39B - 4Q Mobile Ad Rev. as % Ad Rev. 93% - Mobile represents 93% of ad revenue. Mark doesn't get enough credit for his big switch to mobile, - Cost of revenue up 74 percent year over year - Operating costs went up by 60%, Note this is more than their growth rate, really the only concerning thing from a good quarter - Annual cap…
thanks for this and other breakdowns. what was the primary driver for operating costs rising so much?
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#9Pre: - still 30% off highs Numbers: - 4Q EPS $2.38, Est. $2.18 - 4Q Rev. $16.91B, Est. $16.39B - 4Q Mobile Ad Rev. as % Ad Rev. 93% - Mobile represents 93% of ad revenue. Mark doesn't get enough credit for his big switch to mobile, - Cost of revenue up 74 percent year over year - Operating costs went up by 60%, Note this is more than their growth rate, really the only concerning thing from a good quarter - Annual cap…
Do you think that this chart of historical DAU (Daily Active Users) is correct? https://www.statista.com/statistics/346167/facebook-global-d...
Looks too stable to me (especially taking into account the scandals).
What's the definition of DAU anyway? E.g. if I used it on 2 days in a row, e.g. yesterday and today, and then do nothing, am I counted as a DAU or not for that quarter? Or maybe I have to be active for at least 50% of the total days of the quarter? Etc... .
Thx
Re: Facebook shares shoot up after strong Q4 earnings despite data breach
#10Pre: - still 30% off highs Numbers: - 4Q EPS $2.38, Est. $2.18 - 4Q Rev. $16.91B, Est. $16.39B - 4Q Mobile Ad Rev. as % Ad Rev. 93% - Mobile represents 93% of ad revenue. Mark doesn't get enough credit for his big switch to mobile, - Cost of revenue up 74 percent year over year - Operating costs went up by 60%, Note this is more than their growth rate, really the only concerning thing from a good quarter - Annual cap…
Always mind boggling to see those margins on that sort of volume. It’s no question FB is one of the greatest money-printing machines ever built.
Where does the growth come next though? Do they need to diversify their revenue streams away from advertising? Do they just start paying out dividends or can they really reinvest earnings at a sufficient return to satisfy shareholders?