Facebook 1Q2015

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Facebook (FB) has reported 0.42 EPS and 3,543 revenue for FQ1 2015.

REPORTED WEDNESDAY, APRIL 22 AMC

	EPS	Revenue
Wall Street Consensus	0.40	3,562
Estimize Consensus  239 estimates	0.45	3,638
› FB Reported Earnings	0.42	3,543

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.

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