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Facebook Q1 2018 Earnings Slides [pdf]

investor.fb.com

141–150 of 271 posts

Re: Facebook Q1 2018 Earnings Slides [pdf]

#141
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.

There's no such thing as bad publicity, the latest incidents are no exception. This has probably been a benefit to the company overall as I feel it was becoming less of a focus in peoples lives until we all had to discuss the platform again.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#142
post #110

Are instagram revenues included the revenue numbers? Are instagram dau included the dau numbers? If not, anyone know how to back out those metrics?

From a footnote on those slides:

> The numbers for DAUs and MAUs do not include Instagram, WhatsApp, or Oculus users unless they would otherwise qualify as such users, respectively, based on their other activities on Facebook.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#143
post #129

Earlier quoted context omitted.

Since you are willing to pay $100/year not to see ads, you are probably the sort of person who is worth much more than $100/year to Facebook and its advertisers.

Wait, care to elaborate? I'd assume it's the other way around; people who don't want to see ads are probably less likely to click on them and drive revenue, no?

He's in a financial position to afford $10 a month for the relative luxury of not being served ads, meaning he has a relatively large disposable income, meaning he's the kind of person I would want to advertise to.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#144
post #110

Are instagram revenues included the revenue numbers? Are instagram dau included the dau numbers? If not, anyone know how to back out those metrics?

For DAU, not "unless they would otherwise qualify as such users" from their activity on Facebook, see footnote on slides 2 and 3

Re: Facebook Q1 2018 Earnings Slides [pdf]

#145
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.

I think the #deleteFacebook thing will blow over. But we have yet to see its impact. The Cambridge Analytica story happened near the end of the quarter and we don't yet know its real impact.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#146

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.

> Post-Privacy means no one can get privacy even if they want it. That has never been the case. We are already there. 3-letter govt agencies can listen track your calls, intercept your browsing and read your email. Unless you pay in cash and shop only at your local mom and pop shop, your purchases are already being tracked and reported. Your cellphone carrier is selling your information to third parties.[1] You may n…

What about 500 years ago where families would sleep all in the same floor and your parents would be having sex meters away from you? And the lords could do whateverthey wanted. There were not much privacy for most people at that time.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#147
post #78
post #36

The median salary package at FB is $240,430[1]. Now I understand how that is possible. 1. http://www.businessinsider.com/facebook-median-pay-240000-20... edit: salary package (salary, bonuses, and stock grants), not salary alone

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…

> For example, if I joined Facebook in 2017 at $150,000 and received a $400,000 RSU stock

But over 2018, FB would book $0 of that RSU even though you vested $100k worth.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#148
post #47

May we please rename this to "Slides of Facebook Q1 2018 Earnings [pdf]"? There's ambiguity in the current title with the idea of the earnings sliding (which they didn't).

I read it that way as well, was going to comment that yes quarterly earning were down from Q4, but year over year Q1 is up a lot. Sliding uphill...

Re: Facebook Q1 2018 Earnings Slides [pdf]

#149
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.

>Also to note, FB only pay effectively 11% tax on some 12 billion dollars worth of revenue. Interesting this is the exact same number Google posted yesterday. I guess I should just incorporate myself for tax purposes. Sure must be nice.

That would be a great way to subject yourself to double taxation.

Re: Facebook Q1 2018 Earnings Slides [pdf]

#150

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…

I struggled with this initially with FB and then decided all posts would be public. Never post anything that I wouldn't want public, and not allow on my timeline posts from other people that I don't want public (I know there are limits to this). Targeted ads are fine to me. My bigger concern is the vast amount of data sharing on the back end that is easily non-anonymized and FB is a huge part of the problem.

Slightly off topic, but did you see you criteria for stuff you want to be public to change over the years ?

My main frain from using facebook is not so much the visibility but the permanent nature of having personal stuff on the internet. I wonder how other people caring about what goes public deal with the issue.

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