十载投资,路在何方,扎根本土,放眼世界

Nuffnang

Thursday, January 28, 2016

Facebook 4Q2015


马克·扎克伯格放完两个月的产假,不对,是陪产假。打开衣橱准备挑选第一天上班的衣服。。。。


(27-1-2016)
马克在公司业绩发布会上说:“2015年对于Facebook是美好的一年。我们的业务正在蓬勃发展,我们将继续投资于更好的服务,并连接世界。”

Facebook (FB) has reported 0.79 EPS and 5,841 revenue for FQ4 2015.
REPORTED WEDNESDAY, JANUARY 27 AMC
EPSRevenue
Wall Street Consensus0.685,356
Estimize Consensus
estimates weighted
0.695,392
Estimize Mean
The average of 549 total estimates
0.695,387
› FB Reported Earnings0.795,841


Highlights:


  • Facebook (NASDAQ:FB): Q4 EPS of $0.79 beats by $0.11.
  • Revenue of $5.84B (+51.7% Y/Y) beats by $470M.
  • Facebook's (NASDAQ:FB) ad revenue rose 57% Y/Y in Q4 to $5.64B, a sharp acceleration in growth from Q3's 45% and also above Q2's 43%. Payments/other fees revenue (still pressured by PC gaming declines) fell 21% to $204M.
  • MAUs/DAUs: Monthly active users +3% Q/Q and +14% Y/Y to 1.59B. Daily active users +3% Q/Q and +17% Y/Y to 1.04B. Mobile MAUs +4% Q/Q and +21% Y/Y to 1.44B. Mobile-only MAUs +13% Q/Q and +56% Y/Y to 823M (52% of total MAUs).
  • Revenue details: Mobile was 80% of ad revenue vs. 78% in Q3 and 69% a year ago. North America was 51% of total revenue. Global ARPU rose to $3.73 from $2.81 a year ago. North American ARPU was $13.54, Europe $4.50, Asia-Pac $1.59, Rest of World $1.22.
  • Financials: GAAP costs/expenses rose 21% Y/Y to $3.28B - cost of revenue was $824M, R&D $1.31B, sales/marketing $772M, and G&A $371M. Non-GAAP op. margin rose to 60% from 58% a year ago; GAAP op. margin rose to 44% from 29% a year ago. 2015 free cash flow was $6.08B. Facebook ended Q4 with $18.4B in cash and no debt.

下载:
季报详情:http://investor.fb.com/releasedetail.cfm?ReleaseID=952040
季报图表介绍:FB_Q4_15_Earnings_Slides.pdf

消息公布后,FB股价飙12%

公司股价:

【十载投资,路在何方,扎根本土,放眼世界】

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