With Facebook and Google releasing their Q4 2013 earnings just a day apart, we thought now would be a great time to compare the revenue of these two digital advertising behemoths. In the below deck, we've outlined the revenues of Facebook & Google over the last year or so, analysing their growth rates comparatively. We've also gone a bit further back in order to compare Google's first 6 quarters post-IPO to Facebook's to show the difference in growth rate. Whilst 2004 was a very different time to now, this is still an interesting comparison of the two big-players at a similar stage in their developments.

1. Facebook vs. Google: Money Talks

2. Performance Reporting
Facebook released their Q4 and full year
2013 earnings on the 29th Jan, and Google
did the same on the 30th Jan, presenting a
great opportunity to compare the two in
terms of revenue.
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3. What we found out
Facebook have reached 1.2 billion monthly
active users, with more than 556 million
mobile users daily – but we’re going to
focus purely on revenue in this deck.
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4. Revenues
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5. Facebook Revenue
Facebook Advertising
Facebook Other Revenue
$3,000
In millions
$2,500
$241
$2,000
$218
$214
$1,500
$1,000
$500
$256
$188
$186
$192
$943
$872
$992
Q4 2011
Q1 2012
Q2 2012
$213
$176
$1,086
Q3 2012
$2,344
$1,599
$1,329
$1,245
Q4 2012
Q1 2013
$1,798
$0
@datifyuk | www.datify.co.uk | 01733 865094
Q2 2013
Q3 2013
Q4 2013

6. Google Revenue
Google Advertising
Google Other Revenue
$18,000
$16,000
$1,647
In Millions
$14,000
$12,000
$10,000
$1,230
$829
$410
$420
$439
$1,049
$1,046
$12,076
$11,902
$12,061
$12,542
Q4 2012
Q1 2013
Q2 2013
Q3 2013
$666
$8,000
$6,000
$10,174
$10,225
$10,525
$10,860
Q4 2011
Q1 2012
Q2 2012
Q3 2012
$14,073
$4,000
$2,000
$0
@datifyuk | www.datify.co.uk | 01733 865094
Q4 2013

7. Facebook v Google – Raw Numbers
Facebook
Google
$18,000
$15,720
$16,000
$14,000
$12,000
$12,905
$10,584
$10,645
$10,964
$12,951
$13,107
$13,772
$11,526
$10,000
$8,000
$6,000
$4,000
$2,000
$1,131
$1,058
$1,184
$1,262
$1,585
$1,458
$1,813
$2,016
$2,585
$0
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
@datifyuk | www.datify.co.uk | 01733 865094
Q1 2013
Q2 2013
Q3 2013
Q4 2013

8. Quarter By Quarter Change
35%
Facebook
Google
Revenue Percentage Change By Quarter
30%
25%
20%
15%
10%
5%
0%
-5%
-10%
Q1 2012
Q2 2012
Q3 2012
Q4 2012
@datifyuk | www.datify.co.uk | 01733 865094
Q1 2013
Q2 2013
Q3 2013
Q4 2013

9. Q4 2011 – Q4 2013 Change
Facebook
Google
129%
49%
Advertising
Other
Revenue
Advertising
Other
Revenue
149%
28%
38%
302%
@datifyuk | www.datify.co.uk | 01733 865094

10. Growth Post IPOs
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11. Revenue Post-IPO
$3,000
A
C
Facebook B
Advertising
DFacebookEOther
F
G
H
I
Google Advertising
J
L
Google Other
$2,500
$2,000
$1,500
$1,000
$500
$0
Q1
Q2
Q3
Q4
Quarters since respective IPOs
@datifyuk | www.datify.co.uk | 01733 865094
Q5
Q6
M

12. Watch this space as the battle
continues!
@datifyuk | www.datify.co.uk | 01733 865094

13. www.datify.co.uk
info@datify.co.uk
@datifyuk
01733 865094