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Facebook Financial Results 2019 Q4

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Re: Facebook Financial Results 2019 Q4

#41

Post by danso »

empath75 wrote: post #3
woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

Fb seems like a company that’s past it’s peak. Their brand and public image is garbage and they’re just going to extract as much profits from their dwindling user base as they can on the way down.

People have been saying this for years, especially ones who don't realize FB is not just Facebook, but Instagram and Whatsapp.

Re: Facebook Financial Results 2019 Q4

#42

Post by inopinatus »

woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

Markets are priced on future expectations, not past results. The latter only partially informs the former.

Re: Facebook Financial Results 2019 Q4

#43

Post by hyperdimension »

alasdair_ wrote: post #32
oarabbus_ wrote: post #29

Earlier quoted context omitted.

That's a good question and really puts it into perspective. From a company-centric focus, and excluding things like "eat food", I thought of: Google Search/Gmail/Android iPhone That was it.

And even iPhones are only about 10% of the world (728 million versus 7.7 people on the planet).

Only 7.7 people on the planet?

What even is seven-tenths of a person?! ;)

Re: Facebook Financial Results 2019 Q4

#44

Post by colejohnson66 »

alasdair_ wrote: post #17
empath75 wrote: post #3

Earlier quoted context omitted.

Fb seems like a company that’s past it’s peak. Their brand and public image is garbage and they’re just going to extract as much profits from their dwindling user base as they can on the way down.

>dwindling user base Their report indicates they just passed the 2.5 billion user mark.

That is just mind boggling. Literally a third of the entire earth has a Facebook account. Yes, duplicates are a thing if someone remakes an account, but most don’t.

Re: Facebook Financial Results 2019 Q4

#45

Post by d1zzy »

dana321 wrote: post #13

They are spending $46 billion a year to keep all that running. Over a million dollars spent per staff member. Wow.

This is why I get confused when someone on HN says it would be easy and quick for a competitor to replace Facebook or Google. It's only easy if you can support such costs year over year over a decade or more.

The amount of software and hardware solutions that get developed over that time creates a great entry barrier. That's not to say that it's impossible for a competitor to appear with a great idea and execution and over time become the next big thing, but it's critical to emphasize that it's going to take a long time of large year over year investment to get there.

Re: Facebook Financial Results 2019 Q4

#46

Post by kyleblarson »

woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

You shouldn't read too much into after hours as the spreads are super wide and volume low.

Re: Facebook Financial Results 2019 Q4

#47

Post by jamiequint »

bduerst wrote: post #35

FB liabilities nearly tripled last year - Is that from aggressively opening new offices? Data centers? What is FB buying/using so much of that it hasn't paid for yet?

They're hiring thousands and thousands people to moderate content, per public outcry.

Re: Facebook Financial Results 2019 Q4

#48

Post by zelly »

woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

Wall Street is finally realizing Tesla will be first to level 5. Its upside is almost infinite. It could become bigger than Amazon. Facebook is great and all but it's a glorified PHP script (with all due respect yeah yeah I know it's 100x better than its competition). There's only so much more demand for social networking.

Re: Facebook Financial Results 2019 Q4

#49

Post by zelly »

empath75 wrote: post #3
woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

Fb seems like a company that’s past it’s peak. Their brand and public image is garbage and they’re just going to extract as much profits from their dwindling user base as they can on the way down.

FB has enough money, tech, lawyers, and infra to dominate whatever business they decide to aim their cannons at. It's not really about facebook dot com anymore. If they wanted to, they could destroy Uber tomorrow. You have to look at it more like a country than a business.

Re: Facebook Financial Results 2019 Q4

#50

Post by vokep »

empath75 wrote: post #3
woodpanel wrote: post #2

FB down 7% after-markets, while beating estimates TSLA up 12% after-markets, with not so perfect numbers I'm puzzled. Short-Squeeze? Rockstar- vs. Voldemort-CEO? Or did some options-"whale" just sneezed during order execution?

Fb seems like a company that’s past it’s peak. Their brand and public image is garbage and they’re just going to extract as much profits from their dwindling user base as they can on the way down.

Having tried the oculus quest, I'm quite terrified that FB will rise back as the central VR provider. They've got the best user experience as far as that goes right now, and Zuckerberg has made it clear thats going to be a future focus of the company
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