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Facebook 增長速度下跌

剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。 明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。 從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了:
FBGR1
AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to 55 percent since Q1 of 2011.
Mark Zuckerberg 在回答 Instagram 策略的時候,亦將「增長」放於比「廣告」更優先的位置,箇中原因很明顯了吧~
Techcrunch: CEO Mark Zuckerberg said today during the company’s Q1 earnings call. Adding ads could end up stunting Instagram’s rapid growth. He said, more than once during the call, that Instagram is currently growing at a faster rate than FB did at the same age, and it now has 100 million users.

剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。 明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。 從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了: AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to… Continue Reading →

Facebook第一季業績:App Install Ad 是明日之星?

facebook-q113a Facebook Q1 業績公佈:
  1. Hit $1.46 billion in revenue up 38% from Q1 2012, beating Wall Street estimates of sales of $1.44 billion.
  2. FB reported earnings of $1.06 billion for the same quarter a year ago. Earnings per shared missed estimates, staying flat at $0.12
  3. Net income was up 7% to $219 million, versus $205 million a year ago.
  4. The amount of its 1.11 billion monthly users that returned daily, 665 million, was slightly better than last quarter.
  5. The percentage of Facebook’s total ad revenue that came from mobile surged to 30%, up from 23% last quarter.
重點:App Install Ads(Facebook推銷)
  • Facebook App Install Ads were the star of Facebook’s earnings call.
  • 3800 developers used the ads to drive over 25 million installs.
  • 40% of the top 100 iOS and Android app developers bought these ads in the last week of Q1 alone.
  • App Commerce to monetize traffics and communities.
人事變動:
  • Chief Accounting Officer David Spillane is leaving the company. Spillane had been the company’s revenue controller since 2008, overseeing growth and IPO. He is getting replaced by Jas Athwal effective May 10.
收入來源
  • Revenue from advertising was $1.25 billion, representing 85% of total revenue and a 43% increase from the same quarter last year.
  • Mobile advertising revenue represented approximately 30% of advertising revenue for the first quarter of 2013.
  • Payments (像 Zynga 社交遊戲那樣的 In-app purchase) and other fees revenue was $213 million for the first quarter of 2013.
最大疑問 ─ 產品
  • Facebook Home first 5 days download: 500,000 only
  • Graph Search 普及和使用情況?

Facebook Q1 業績公佈: Hit $1.46 billion in revenue up 38% from Q1 2012, beating Wall Street estimates of sales of $1.44 billion. FB reported earnings of $1.06 billion for the same quarter a year ago. Earnings per shared missed estimates, staying… Continue Reading →

Dennis Crowley:人們以為Foursquare沒有盈利模式,那是錯的!

crowley-2 Dennis Crowley CEO of Foursquare
I think there are a lot of people that think we don’t know how to generate revenue, that we aren’t generating revenue. This is wrong… We’ve been building merchant tools all along. We’ve seen revenue growth every month, and March was our biggest revenue month so far. We’re signing six-figure deals with national merchants. We’ve already got a million merchants claiming their business page — we can just say ‘Would you like to spend $50, $100 dollars to drive X number people into your store?” These aren’t just ad impressions they’re paying for. We only count when we actually bring people into your store.
重要內容
  1. Here Is How Foursquare Plans On Turning Your Life Into Ads
  2. Foursquare redesigns web listing pages for its 50M site visitors after Explore usage doubles in 2 months

Dennis Crowley CEO of Foursquare I think there are a lot of people that think we don’t know how to generate revenue, that we aren’t generating revenue. This is wrong… We’ve been building merchant tools all along. We’ve seen revenue… Continue Reading →

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