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Sunday, April 26, 2015

Facebook 1Q2015


面子书社群(每月):
14.4亿人在 Facebook
8亿人在 WhatsApp
7亿人在 Groups
6亿人在 Messenger
3亿人在 Instagram


Facebook (FB) has reported 0.42 EPS and 3,543 revenue for FQ1 2015.
REPORTED WEDNESDAY, APRIL 22 AMC
EPSRevenue
Wall Street Consensus0.403,562
Estimize Consensus 
239 estimates
0.453,638
› FB Reported Earnings0.423,543
Highlights: 
Facebook's Q1 ad sales hurt by strong dollar; MAUs up to 1.44B
  • Facebook's (NASDAQ:FB) ad revenue rose 46% Y/Y in Q1 to $3.54B, a slight slowdown from Q4's 53% growth. However, ad growth would've been at 55% in Q1 (and  58% in Q4) if not for a strong dollar. With many already expecting heavy forex pressures, the Street hasn't reacted too harshly thus far to Facebook's Q1 sales miss.
  • Payments/other fees revenue, hurt by the shift from PC to mobile gaming, fell 5% to $226M after rising 7% in Q4. Mobile was 73% of ad revenue vs. 69% in Q4 and 66% in Q3.
  • Monthly active users (MAUs) rose 4% Q/Q and 13% Y/Y to 1.44B. Mobile MAUs rose 5% Q/Q and 24% Y/Y to 1.25B. Daily active users (936M) equaled 65% of MAUs, up slightly from Q4's 64%. Mobile-only MAUs (581M) are now 40% of total MAUs.
  • Facebook is making good on its promise to spend aggressively: Costs/expenses (non-GAAP) rose 57% Y/Y to $1.7B, eclipsing revenue growth of 42%. On a GAAP basis, R&D spend was 30% of revenue vs. 18% a year ago, thanks in part to stock compensation spend rising to 16% from 8%; sales/marketing spend was 17% vs. 13%, and G&A 8% vs. 7%. Cost of revenue was flat at 18%. $502M was spent on capex, up from $363M a year ago.
  • Nonetheless, free cash flow rose 30% to $1.2B, slightly exceeding non-GAAP net income. Facebook ended Q1 with $12.4B in cash/investments, and no debt.
  • The U.S./Canada (less than 15% of MAUs) accounted for 49% of revenue. U.S./Canada ARPU rose 42% Y/Y to $8.32, and global ARPU 25% to $2.50.






公司最近动向

April 22, 2015
推出Hello,网络电话

April 1, 2015
推出Riff,一个创造性的工具与朋友进行视频。

March 3, 2015
一种新的方式来组织你孩子的照片在Facebook

March 26, 2015
颁发年度FbStart Apps得奖名单

App of the Year Grand Prize: MomentCam

Europe, Middle East, and Africa: Whichit

Latin America: Qranio

North America: Workflow
Social Good: Hunger Crunch

March 24, 2015
介绍这一天(On This Day):一种新的方式来看待回到照片和回忆在Facebook

March 17, 2015
寄钱给好友(Send Money to Friends in Messenger)

February 10, 2015
Introducing New Features in Facebook Groups to Improve the Way People Buy and Sell
新的功能在Facebook提高“购买和出售”

February 10, 2015
在印度推出Internet.org- 印度现在将有机会获得一套网站和服务免费,包括孕产妇保健,教育,新闻和体育更新,本地信息。

January 29, 2015
介绍Place Tips 功能

2 comments:

  1. 您好, 可不可以提供这个资料的 original link 呢?谢谢。

    ReplyDelete
    Replies
    1. 我整理以下几个资料来源:
      1. http://www.estimize.com/fb/fq1-2015
      2. http://seekingalpha.com/news/2444836-facebooks-q1-ad-sales-hurt-by-strong-dollar-maus-up-to-1_44b
      3. http://newsroom.fb.com/ or https://www.facebook.com/zuck

      Delete