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Facebook Financial Results 2019 Q4

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Re: Facebook Financial Results 2019 Q4

#3

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.

Re: Facebook Financial Results 2019 Q4

#5
post #3

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.

> dwindling user base

Even if Facebook is shrinking, I don't think WhatsApp and Instagram are, and who knows what other companies Facebook may be able to buy up rather than be overtaken by.

Re: Facebook Financial Results 2019 Q4

#6

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?

Didn’t TSLA beat earnings?

Re: Facebook Financial Results 2019 Q4

#7

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?

Expenses are rising faster than revenue, and so margins are falling.

Or people were expecting a huge beat, and only got a moderate beat. That's certainly happened before with facebook.

Re: Facebook Financial Results 2019 Q4

#8
post #3

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.

User growth is up, even on Facebook alone. If what you say is true you might expect weekly users to be up-or-flat while daily is declining, as people are locked in to the platform but less engaged with it. But daily users are also up.

Re: Facebook Financial Results 2019 Q4

#9
post #3

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.

Social apps are like clubs, they are hot for a while and then nobody wants to go anymore. Facebook the company can beat that by building new apps (open a new club) and keep reinventing themselves that way. It's not easy because being ahead of social trends consistently is difficult, but they can just buy whoever cracks the flavor of the decade. I suspect in some incarnation or another they will be around for a while.

Re: Facebook Financial Results 2019 Q4

#10
post #3

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 is not growing as before, but they're buying other social network companies to avoid that ultimate fate.
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