Forget $3B In Revenue: Things "Don't Look Good" For Facebook
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Forget $3B In Revenue: Things "Don't Look Good" For Facebook
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Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#2[deleted]
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#3I would not be surprised if the government directly began to subsidize facebook, just for the incredible amount of personal information they could mine. Another scary thought is a company like equifax, buying into facebook.
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#4I'm kind of smelling some negative press push here about the IPO. A lot of the stuff doesn't seem to add up - despite supposedly solid leaks about documents, etc.
What this might be an indicator of is a dedicated effort to push the stock price post-IPO lower so that various traders/funds can make a nice chunk of change off a rebound post-earnings.
I'm fairly skeptical of this sort of conclusion - especially about supposed ad revenue or other issues - due to my personal experience using the platform. I have spent a small fortune (of my own money) on online advertising as an affiliate for several years. Out of all the various ad networks and venues, the most consistently profitable has been Facebook, bar none.
On a typical campaign, I'll net a 200-300% profit on my ad spend. Compare this with 60-100% on Google AdWords and 50-65% on Bing. Don't even get me started on buying display ads. I'll spend any free ad budget on FB before any other network, simply because I _know_ I'll profit from it - the risk is far lower and the margin far higher.
I guess my point is, like when Google started, people just don't get the power that FB holds when it comes to advertising. Storefronts in FB were never the point - what is far more important is engagement and interest.
Facebook is king when it comes to that.
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#5I would not be surprised if the government directly began to subsidize facebook, just for the incredible amount of personal information they could mine. Another scary thought is a company like equifax, buying into facebook.
They're called the Carlyle Group and they bought in nearly at FB's beginning.
EDIT: Looks like the Google News Alert has reached Carlyle Headquarters. Expect silent downvotes.
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#6The graph in this article shows revenues continuing to go up over the next 3 years... Just at a slower rate. That doesn't sound like "things don't look good" but more like "things don't look as amazing as they did, but still look pretty good." Of course, I have no idea about the validity of the underlying data in that graph... But still, it totally doesn't match up with the analysis of the numbers presented in the text.
Not that I'm a facebook investor or anything... On the contrary... :)
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#7[deleted]
Free Fall? I have not seen any numbers to support that statement, they may not be growing as quickly which is understandable as they get closer to the cap of total internet users however their numbers are not negative (yet).
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#8I'm kind of smelling some negative press push here about the IPO. A lot of the stuff doesn't seem to add up - despite supposedly solid leaks about documents, etc. What this might be an indicator of is a dedicated effort to push the stock price post-IPO lower so that various traders/funds can make a nice chunk of change off a rebound post-earnings. I'm fairly skeptical of this sort of conclusion - especially about sup…
I'll spend any free ad budget on FB before any other network, simply because I _know_ I'll profit from it - the risk is far lower and the margin far higher.
After reading that, I went to your HN profile, where you write, "Entrepreneur and rabble-rouser with an eye for monetization and innovative business concepts. Tempered by the reality of being an affiliate marketer for 3+ years. Forged in the fire of having to compete tooth and nail to succeed in that industry. Prone to writing silly and/or odd descriptions of himself. Named his company after his cat."
I still don't know what industry you are in, but I suppose different businesses in different industries get different results from Facebook ads. I don't know either how Facebook compares to the great majority of places to sell advertisements online, but isn't it possible that your experience is exceptional, and that there aren't enough businesses like yours to sustain a business with the expenses Facebook has?
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#9FB will always be able to monetize their users. It's just a question of what premium. Since most people on FB have no intent on buying anything, the amount they can net per user is very very small compared to Google. In a sense, it's just like a glorified TribalFusion, where eyeballs are worth .01 each.
Re: Forget $3B In Revenue: Things "Don't Look Good" For Facebook
#10The graph in this article shows revenues continuing to go up over the next 3 years... Just at a slower rate. That doesn't sound like "things don't look good" but more like "things don't look as amazing as they did, but still look pretty good." Of course, I have no idea about the validity of the underlying data in that graph... But still, it totally doesn't match up with the analysis of the numbers presented in the te…
Let me give you a sneak peek into an investor's mind:
"Slow, sustainable growth? SELL!"