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Understanding Facebook; Revenue and Growth

Following Facebook’s IPO, it is necessary to evaluate the company’s $68B market capitalization. Whether Facebook is able to meet investor demands in terms of revenue growth is uncertain. Before we can...

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Facebook’s User Base; an Overview

Facebook has seen significant user growth since its founding in 2004. A year after its founding, Facebook saw its user base increase from an estimated 1 million to over 5 million users. By the end of...

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The Stagnation of Facebook’s Payments Business

While Facebook’s core business is advertising, the company’s payments business now comprises about 21% of its total revenue. In Q1 2011, Facebook saw $94 million in revenue from its payments business....

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Facebook’s Advertising Revenue in Q2 2012

Facebook offers a four-pronged approach to advertising: it delivers to advertisers reach, relevance, social context, and engagement. The majority of Facebook’s revenue is derived from its advertising...

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The Disparity Between User Growth and Revenue in Emerging Markets

In addition to its earnings, Facebook provided details of its regional user base numbers, as well as average revenue per user (ARPU) by region. Predictably, Facebook claims that its highest user growth...

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Facebook’s Payments Flatline

At a glace, Facebook appears to have realized an increase in payments revenue in Q4 2012; however, upon closer inspection we can see that payments revenue from the quarter was actually flat (barring a...

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Facebook’s Capital Expenditure

By examining Facebook’s quarterly and yearly financial filings, we can assess its quarterly and yearly capital expenditure (capex), and its quarterly property and equipment spending breakdown, and...

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An Uptick in Facebook’s Payments Business

As we noted in February, Facebook recorded an increase in payments revenue in the fourth quarter of 2012; however, the increase in payments revenue was the result of deferred revenue recognition. In...

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The Rise of Facebook’s Mobile Advertising Business

In the second quarter Facebook continued its trend of growing mobile ad revenue to a larger share of its total advertising revenue. Although this result is in line with our conclusions based on...

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Incentives and the Mobile Payments Problem

We last looked at Facebook’s payments business in Q1 2013, where we observed a slight increase in payments revenue. Payments in the second and third quarters remained relatively flat across regions,...

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Shifting to Mobile*

With its Q1 2014 earnings, Facebook demonstrated its continued structural shift to a mobile company. The company’s mobile active users for the first time crossed the 1B mark. Mobile active users are...

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Prospects for Facebook’s Payments Business [SeekingAlpha Exclusive]

When we last looked at Facebook’s (NASDAQ:FB) payments business we predicted that revenue would plateau as more of its user base transitioned to mobile usage. We made this deduction by observing the...

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