Mark Zuckerberg

drag2share: Facebook’s Audience Is More Global Than Yahoo’s

source: http://feedproxy.google.com/~r/businessinsider/~3/oJoePZtVSnU/facebook-is-more-globalized-than-yahoo-2013-9

Over 85% of Facebook’s monthly active users (MAUs) live outside the U.S.

During the TechCrunch Disrupt conference, CEO Mark Zuckerberg said that Facebook now has 1.15 billion MAUs worldwide. Putting that number together with recent comScore data on the number of U.S.-based Facebook users, we can say that approximately one-seventh of Facebook’s users are logging in from the United States.

That’s a far cry from the days when Facebook was a network solely for American students.

BII facebook US users

Yahoo serves as a useful comparison. One-quarter of Yahoo’s users are located in the U.S. At the same conference, CEO Marissa Mayer said Yahoo now has 800 million MAUs worldwide (an increase of 20% since she took over in July 2012), and that doesn’t include its newly acquired social media platform Tumblr, which had 300 million MAUs in May 2013.

Despite this growth, Yahoo’s ad business is dwarfed by Google’s and it’s also surpassed by the ad revenues at AOL, and Facebook.

Facebook’s global character makes it a prime platform for multi-national brand advertisers. Large brands, such as Coca-Cola, already enjoy incredibly massive followings on their Facebook pages, and paid media buys are a natural step in order to leverage that audience more effectively. This global growth is happening hand-in-hand with Facebook’s mobile growth, and both are signals that the platform isn’t yet close to its peak

Download the charts and data in Excel.

BII yahoo US users


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Friday, September 13th, 2013 news No Comments

drag2share: Facebook Q2: Zuckerberg Delays $1 Million Video Ads That Will Kill TV (FB)

source: http://feedproxy.google.com/~r/businessinsider/~3/ZQrmX8OnrSY/facebook-q2-1-million-video-ads-that-will-kill-tv-2013-7

mark zuckerberg

The big question we’re hoping Facebook CEO Mark Zuckerberg will answer on his Q2 earnings call is this: When will Facebook fire its broadside at the TV business by finally rolling out the first of its long-planned, not-yet-seen, $1 million video ads?

Our sources tell us that Facebook sales teams are pitching the ad units to big media buying agencies, and have gotten enthusiastic responses. It will happen, we’re told.

That means video ads on Facebook are coming to your news feed soon; news of them leaked in April. In an amazing coincidence, the ads will reportedly be 15 seconds long — the same length as an Instagram video (which Facebook also owns).

They might not arrive anytime soon, however.


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Wednesday, July 24th, 2013 news No Comments

Facebook posts $59 million net loss in fiscal Q3, touts 1.01 billion active users

Source: http://www.engadget.com/2012/10/23/facebook-posts-59-million-loss-in-fiscal-q3/

Facebook Mark Zuckerberg

The bloom is slightly off the rose for Facebook. After a banner first post-IPO quarter, it’s recording a net loss in its fiscal third quarter of $59 million despite its revenue climbing to $1.26 billion — a big swing that the company is blaming on payroll tax tweaks and income taxes, which becomes clearer when you learn that the company posted a $311 million profit before factoring in standard accounting practices. Facebook hasn’t said exactly what had the biggest impact, although its closing the Instagram deal wouldn’t have helped matters. Still, the company isn’t glum about its prospects: following an earlier mention of the milestone by founder Mark Zuckerberg, the earnings report touts that there are over 1.01 billion active Facebook users who check in at least once a month, over 604 million of which were mobile. Between a reworked iOS app, a freshened Facebook Messenger and new ad-friendly SDKs, the social network is bracing for a potential bonanza ahead.

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Tuesday, October 23rd, 2012 news No Comments

Instagram’s Runaway Growth

Source: http://feedproxy.google.com/~r/businessinsider/~3/_N_-0QagrS0/chart-of-the-day-instagram-growth-2012-10

Facebook CEO Mark Zuckerberg bought Instagram swiftly over a weekend, seemingly on a whim. But it has proven to be a wise investment. According to ComScore, Instagram accounts for one in five of the monthly active mobile users Facebook now controls. (Note: These numbers do not take into account duplication between people who use both Facebook and Instagram.)

chart of the day, instagram growth, oct 2012

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Wednesday, October 10th, 2012 news No Comments

(FB)

Source: http://www.businessinsider.com/this-is-facebooks-first-ever-major-ad-2012-10

As Facebook announced its one billion-user milestone this morning, Mark Zuckerberg also unveiled its first-ever, agency created ad.

This premiere also served as the announcement that Wieden & Kennedy — creators of Old Spice’s “Man your man could smell like” and Nike’s “Just Do It” slogan —is the social media giant’s agency of record.

The 90-second spot, titled “The Things That Connect Us” is currently living on Facebook, is an emotional tribute that existentially discusses the things that connect people. Like chairs. “Chairs are like Facebook,” the ad states. It also says, “the universe it is vast and dark and makes us wonder if we are alone.”

Watch the spot below:

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Thursday, October 4th, 2012 Uncategorized No Comments

(FB)

Source: http://www.businessinsider.com/this-is-facebooks-first-ever-major-ad-2012-10

As Facebook announced its one billion-user milestone this morning, Mark Zuckerberg also unveiled its first-ever, agency created ad.

This premiere also served as the announcement that Wieden & Kennedy — creators of Old Spice’s “Man your man could smell like” and Nike’s “Just Do It” slogan —is the social media giant’s agency of record.

The 90-second spot, titled “The Things That Connect Us” is currently living on Facebook, is an emotional tribute that existentially discusses the things that connect people. Like chairs. “Chairs are like Facebook,” the ad states. It also says, “the universe it is vast and dark and makes us wonder if we are alone.”

Watch the spot below:

Please follow Advertising on Twitter and Facebook.

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Thursday, October 4th, 2012 Uncategorized No Comments

(FB)

Source: http://www.businessinsider.com/this-is-facebooks-first-ever-major-ad-2012-10

As Facebook announced its one billion-user milestone this morning, Mark Zuckerberg also unveiled its first-ever, agency created ad.

This premiere also served as the announcement that Wieden & Kennedy — creators of Old Spice’s “Man your man could smell like” and Nike’s “Just Do It” slogan —is the social media giant’s agency of record.

The 90-second spot, titled “The Things That Connect Us” is currently living on Facebook, is an emotional tribute that existentially discusses the things that connect people. Like chairs. “Chairs are like Facebook,” the ad states. It also says, “the universe it is vast and dark and makes us wonder if we are alone.”

Watch the spot below:

Please follow Advertising on Twitter and Facebook.

Join the conversation about this story »

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Thursday, October 4th, 2012 Uncategorized No Comments

Mark Zuckerberg Just Said Several Important Things… (FB)

Source: http://www.businessinsider.com/mark-zuckerberg-search-and-mobile-2012-9

Mark Zuckerberg

In Mark Zuckerberg’s interview at Disrupt yesterday, he said several things that Facebook investors should find encouraging.

Most importantly, he suggested that:

  • Facebook’s mobile opportunity is much bigger than people think
  • Facebook is going to go into the search business
  • Everyone is now “underestimating” Facebook

One of the big concerns about Facebook is that, as its users migrate to mobile, the company’s ability to monetize the users will drop precipitously, thus clobbering Facebook’s revenue. Zuckerberg said explicitly, for the first time, that he thinks Facebook will ultimately make money money per user on mobile than it makes on the desktop. If this proves true–and, importantly, if it happens because mobile revenue per user soars instead of desktop revenue collapsing–Facebook’s revenue growth should soon reaccelerate and then stay strong for years.

Zuckerberg also said that search is a huge opportunity for the company and that Facebook is “uniquely positioned” to go after it. A few weeks ago, we suggested that Facebook could quickly generate an incremental $3 billion of revenue if it jumped into the search business. If Facebook really does aggressively go after the search opportunity, therefore, this could create a major new growth engine.

Lastly, Zuckerberg made several comments about how everyone is now “underestimating” Facebook. Reading between the lines, this is encouraging both for the near-term and the long-term. With respect to the near-term, Zuckerberg knows exactly how Facebook is doing this quarter, and we suspect he would have been very hesitant to use the word “underestimating” i! f Facebo ok were likely to blow the quarter. Longer term, the word choice suggests that Facebook thinks investors are, in fact, underestimating Facebook’s revenue potential.

Now, of course, none of this changes the fact that Facebook’s stock is still expensive (~30X next year’s estimated earnings), which means the market is counting on revenue reaccelerating this quarter and remaining strong for the next several quarters. And none of it changes the concern that, in October and November, employee lock-up releases will likely lead to additional insider selling–possibly a lot of it.

But it does suggest that a new bull story for Facebook could start to emerge.

SEE ALSO: Dear Facebook Employees: Here’s The Truth About Your Stock Price

Here’s what a few smart Wall Street analysts had to say about Zuckerberg’s remarks:

BEN SCHACHTER, MACQUERIE:

  • We thought his comments regarding search over the longer-term were the most noteworthy of the presentation and will drive more discussion about a potential search revenue stream for FB while reigniting some concern about increased competition for GOOG

    1) FB’s long-term focus: Nothing new here, but FB is clearly focused on the longterm and creating value over nexthree-fiveyears.

 
    2) Mobile – Clearly wanted to publically highlight his belief that mobile is fundamentally good for FB. He discussed a number of interesting notions:
        – mobile is absolutely the key and focus for the company

        – on mobile they see more engagement and time spent per user versus desktop, mobile users more likely to be DAU’s and twice as likely to use it six out of seven days a week.
        – over time, he believes that they can make more money per mobile time spent than desktop
        – new iOS app already seeing much improved engagement
        – over time, thinks that mobile monetization is more tv-like than desktop.
        – mobile ads performing better than desktop already and new product on the way, highlighted a few times that mobile is a “huge opportunity”
        – have made mistakes on mobile. Most notably, too early a focus on HTML 5 as opposed to native apps. Correcting that now, though he did note that currently more time spent on mobile web FB than on apps.
        – talked about recent product for mobile app installs. (developers/publishers pay for an install) – not a full public launch, but testing. – intersection of platform and distribution…
 
    4) Search – Perhaps the most notable comments of the presentation were in regards to search and their long-term view that FB has unique assets to help answer questions.
        – already doing 1 billion search queries per day (and not even trying).
        – most searches are to find other people, but many! also fo r pages/brands and apps.
        – stated that search represents a “big opportunity” and that search is one obvious thing they could do in the future.
        – there is already a team working on search, but wouldn’t say how big or clarify if it is doing anything beyond the current search functionality. However, we thought his search comments were the most interesting of the presentation and that he clearly thinks that FB and its social graph are uniquely positioned to improve search in the future.    
 
    5) FB phone/hardwareStrongly stated that a FB phone is the wrong strategy and wouldnt move the needle. Wants to be on all phones…
 
    7) FB’s mission – Reiterated the long term mission is to connect everyone on the planet and make the world more open and connected. Stated that making money goes hand in hand with this mission and that they need to do both in order to do either.
 
    8) Company morale – When asked about company morale, stated that stock price doesn’t help, but focused on the fact that FB has always been controversial and that there is cyclicality in terms of how people think about FB. Right now seems to be on the downside, but he likes that, as he thinks it is when people underestimate the company.
        – When they are underestimated, it gives them latitude to take big bets.

DOUG ANMUTH, BARCLAYS

  • Positive comments on Mobile. Zuckerberg indicated that ! Facebook and its mobile potential are being underestimated. Mobile users are spending more time per person on Facebook than desktop users and are 2x as likely to use Facebook in 6 of the past 7 days (L6/7). We also believe mobile DAUs are likely higher than web DAUs. In terms of mobile monetization, Zuckerberg indicated that Facebook can make more money from a mobile user per time spent than a desktop user, and that mobile ads in their early days are already performing better than ads on the right rail of the desktop. As published in our recent Facebook report from 9/4/12, we estimate Facebook’s mobile ad revenue could be more than $200M this year and above $900M in 2013 driven by higher CTRs and CPMs. Our analysis also suggests mobile ad revenue/user/month could ultimately be higher than on the web as higher engagement and pricing offset the lower number of impressions per visit. See page 2 for our proprietary model, which segments Facebook’s ad business into Mobile SS, Web SS, and Web Marketplace.

  • Search on Facebook’s radar. Facebook currently generates ~1B search queries a day—the majority attributed to people search, but also a meaningful portion related to brand pages and apps. In late August Facebook launched Sponsored Results—ads displayed in the search dropdown bar—to capitalize on this opportunity. However, Zuckerberg indicated that Facebook could do more with search in terms of providing users with direct answers to their questions, likely based on information derived from the social graph. This is likely more headline risk for Google than a real, near-term fundamental concern, but the two companies could ultimately overlap more in search down the line.

BOB PECK, CO-RISE

1) He’s working on Open Graph – this is very impt as it is the! revenue optty I’ve cited (subscription services, app center, gaming).  This is a big part of the potential revenues / upside
 
2) Search is impt and they are working on it.  Once again, this can be very lucrative if done correctly. New revs.
 
3) the reason they are behind on mobile was a wrong bet on technology.  They bet heavily on Html5 and it was a mistake, their mobile apps can be better when native (ie integrated with apple / android)
4) he’s very focused on mobile and realizes how impt it is.  Interestingly, he thinks it monetizes better than desktop.  
 
5) no phone – and I agree with his view they don’t need one
6) he alluded to a model where developers pay for app install as part of app center – once again, impt new revs
7) Instagram – he explained how  buying it sped up development of its platform and improved user experience
 
8) lastly, he seemed more poised than usually and that isn’t easy given the stock performance
 
9) also, I like the continued focus on the long term (much like Jeff Bezos of amzn)
 
10) I was disappointed that there was no discussion about the insider selling….

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Wednesday, September 12th, 2012 news No Comments

Facebook Is Going To Build Its Own Search Engine! (FB, GOOG)

Source: http://www.businessinsider.com/facebook-search-engine-2012-9

Facebook sponsored results search

Mark Zuckerberg was refreshingly candid speaking today at TechCrunch Disrupt.

One part of his talk that’s going to draw a lot of scrutiny was when he was talking about the company’s search efforts.

Zuckerberg said that Facebook has one billion queries on a daily basis and it’s basically doing that without trying.

He then hinted that Facebook is going to start trying.

He said that search is increasingly headed towards answering people’s questions. Facebook, which has a trove of data on users, is “uniquely positioned” to deliver answers for users.

Facebook has a team of engineers working on improving the search engine.

He said, “At some point, we’ll do it.”

Google’s highly lucrative business is built on search. If Facebook could capture even a fraction of the revenue Google captures it would be a huge boon for the company’s top and bottom lines.

Don’t Miss: DEAR FACEBOOK: Jump Into Search And Triple Your Stock Price

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Tuesday, September 11th, 2012 news No Comments

Private Facebook Data Powering Ads Outside Of Facebook

Source: http://techcrunch.com/2012/06/22/we-are-not-afraid/

Because investors sure are. Facebook’s share price jumped up 3.8% to $33.05 today on news that it’s now showing its ads on Zynga.com in a revenue sharing partnership. Most amazingly, neither the press nor users seem to be freaking out that their private, personal data is now being used to target them with ads outside of Facebook.

That means Mark Zuckerberg waited just long enough, proving he’s even smarter than he used to be.

Click here to read more >>

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Monday, June 25th, 2012 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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