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Thursday, Jul 26
2012, 6:41 PM
Mentioned during Facebook's Q2 call (transcript): Global ad impressions +18% Y/Y, but U.S....
Mentioned during Facebook's Q2 call (transcript): Global ad impressions +18% Y/Y, but U.S. impressions -2% due to shift to mobile viewing (will this happen elsewhere in time?). But U.S. ad rates rose 20%, global rates 9%. Sponsored Stories on $1M/day run rate (half from mobile). Good early results for ad bidding system. Opex growth will continue outpacing revenue growth. Zuckerberg claims a "whole phone" wouldn't make sense (how about a phone with HTC's help?). No guidance. FB -10.9% AH. (more)