Facebook has shown a significant boost in mobile revenue; so far, the lower number of ads per user on mobile (compared to desktop) has not hurt revenues or average revenue per user.
1. Augustine Fou- 1 -
Facebook Earnings
Q2 ‘13 UPDATE
Dr. Augustine Fou
http://linkd.in/augustinefou
July 25, 2013
2. Augustine Fou- 2 -
Q1 Dips Appear Seasonal
Q1 2013 dip was not an inflection point
Source: Facebook Earnings Slides, July 24, 2013
3. Augustine Fou- 3 -
ARPU Still Going Up
Average revenue per user still going up; lower mobile CPMs not impacting
Source: Facebook Earnings Slides, July 24, 2013
4. Augustine Fou- 4 -
Costs Holding SteadyExpenses as percent of revenue is holding steady or decreasing, good sign
Source: Facebook Earnings Slides, July 24, 2013
5. Augustine Fou- 5 -
Margins Trending Down
Margins on long term down trend but no drastic decreases
Source: Facebook Earnings Slides, July 24, 2013
6. Augustine Fou- 6 -
Dr. Augustine Fou – Digital Consigliere
“I study digital companies and their
revenue models and provide trend
analysis, opinions about the competitive
landscape, and future outlook .”
FORMER CHIEF DIGITAL OFFICER, HCG (OMNICOM)
MCKINSEY CONSULTANT
CLIENT SIDE / AGENCY SIDE EXPERIENCE
PROFESSOR AND COLUMNIST
ENTREPRENEUR / SMALL BUSINESS OWNER
PHD MATERIALS SCIENCE (MIT '95) AT AGE 23
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