Seeking Alpha

Facebook beats by $0.04, beats on revenue

  • Facebook (FB): Q4 EPS of $0.31 beats by $0.04.
  • Revenue of $2.58B (+63.3% Y/Y) beats by $250M.
  • Shares +4.2%.
  • Press Release

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Comments (34)
  • criticalbear
    , contributor
    Comments (84) | Send Message
     
    pretty good beat, although a bit weaker than the +70% Y/Y some whisper numbers were hoping for
    29 Jan 2014, 04:12 PM Reply Like
  • Jjblanto
    , contributor
    Comments (18) | Send Message
     
    Yea 63% Y/Y growth is terrible. Sell now!! These numbers blow by the analyst expectations. Long FB.
    29 Jan 2014, 04:18 PM Reply Like
  • Fishbaran
    , contributor
    Comments (9) | Send Message
     
    Maybe we can finally stop talking about the teen market!
    29 Jan 2014, 04:23 PM Reply Like
  • Oczssd
    , contributor
    Comments (29) | Send Message
     
    I bet the stock goes down during the conference call regardless. Long FB
    29 Jan 2014, 04:29 PM Reply Like
  • drpersky@drpersky.com
    , contributor
    Comments (124) | Send Message
     
    FB naysayers and Zuck haters will find their reasons to continue to attempt to beat down FB. 5 more teens didn't use FB today, but are using Instagram 10 hours/day.
    Great beat today despite as Zuck having said during his Q3 2013 conf call, "expect Q4 year to year to be diminished due to the fact that Q4 2012 was based on 4 month revenues, Q4 2013 on 3 months."
    Be well all.
    Doc
    29 Jan 2014, 04:53 PM Reply Like
  • haupth
    , contributor
    Comments (5) | Send Message
     
    Yea.....tanking
    30 Jan 2014, 08:03 AM Reply Like
  • jyan
    , contributor
    Comment (1) | Send Message
     
    Well done
    29 Jan 2014, 04:30 PM Reply Like
  • cashawash
    , contributor
    Comments (833) | Send Message
     
    The Market is starved for growth and Facebook certainly delivered!
    29 Jan 2014, 04:32 PM Reply Like
  • stedorl
    , contributor
    Comments (2) | Send Message
     
    To think I had a $51.89 stop loss during market open. Good news in a day the only thing working was DXD and QID
    29 Jan 2014, 05:02 PM Reply Like
  • aquar007
    , contributor
    Comments (21) | Send Message
     
    I use FB daily, a lot. Always did, always will. Every day I can find new users added to my list of people I may know. Older people who have never used social medias before are massively adopting FB for its ease of use and capacity to shrink frontiers. Travellers are using FB to share their adventures with the world. FB has universal appeal that goes beyond race age or gender. A smart investor said that you should buy shares of products you like and use. I follow this advice when it comes to FB.
    29 Jan 2014, 05:03 PM Reply Like
  • Peterai 0614
    , contributor
    Comments (4) | Send Message
     
    It really bothers me that many "investors actually write comments that by far are very off the wall. Facts are facts and google is to facebook as coke is to pepsi. I believe many people underestimate the intellegence and vision of the Zuckerman. This innovary can be to social media as Jobs was to gagets. Think of how many people wrote Jobs off? As for lossing traction with the younger users .... well don't they age also? Facebook is the only way to keep in touch with friends from school later in life as well as family! What comes around comes around. History repeats itself as I personnaly have experienced. It's disturbing when i feel this market for some is just a big casino. i wonder?
    29 Jan 2014, 05:06 PM Reply Like
  • Weighing Machine
    , contributor
    Comments (742) | Send Message
     
    Many people may underestimate his vision but they know his name is Zuckerberg not Zuckerman...
    29 Jan 2014, 06:57 PM Reply Like
  • hko2012
    , contributor
    Comments (306) | Send Message
     
    Well done Mark.Almost makes me forget the IPO disaster.
    29 Jan 2014, 05:34 PM Reply Like
  • scotty10
    , contributor
    Comments (44) | Send Message
     
    who has the money not teens. Whos going to buy Starbucks cards and Birthday gifts not teens. Me and the older generation we have the money Yahoo opps Yahoo FB
    29 Jan 2014, 05:37 PM Reply Like
  • kata
    , contributor
    Comments (704) | Send Message
     
    The numbers were spectacular and only the beginning. Did they include Instagram? Does FB break out the units earnings? Anyone know?
    29 Jan 2014, 06:21 PM Reply Like
  • JillKennedy
    , contributor
    Comments (63) | Send Message
     
    These are good earnings. I'm just still not a long-term believer. I'm not sure what it is. I don't even know if we should believe most of these numbers based on so many fake accounts. Do advertisers actually get any benefit from advertising on Facebook? I never see the ads. Facebook still feels irrelevant to me.
    29 Jan 2014, 07:17 PM Reply Like
  • Oczssd
    , contributor
    Comments (29) | Send Message
     
    Fake accounts are exaggerated. Its called performance advertising and its really effective and thats why Facebook revenues continues to increase. If it wasn't working, they wouldn't be making money.
    29 Jan 2014, 07:43 PM Reply Like
  • drpersky@drpersky.com
    , contributor
    Comments (124) | Send Message
     
    Hi Jill,

     

    Here's what FaceBook is:

     

    THE GREATEST FORM OF MEDIA COMMUNICATION IN THE HISTORY OF THE WORLD,

     

    who's leaders goal is to get the internet to everyone in this world (as once again stated by him during the conference call). Check out the 2013 Vanity Fair article about FB. Be well.

     

    Best,

     

    Doc
    29 Jan 2014, 08:59 PM Reply Like
  • StaticShock101
    , contributor
    Comment (1) | Send Message
     
    $60+ Tomorrow. Awesome. Riding the way up baby, but idk how far it will go.
    Most people are shorting and transfering to twitter but I know that's a bad idea.
    I would long Facebook short term 1 to 2 more years top.
    29 Jan 2014, 07:58 PM Reply Like
  • Sebanightwish
    , contributor
    Comments (1063) | Send Message
     
    Facebook cover his mouth again at bears of the market
    29 Jan 2014, 08:00 PM Reply Like
  • Emerald2112
    , contributor
    Comments (19) | Send Message
     
    No new info on teens engagement...phew!!!
    29 Jan 2014, 08:03 PM Reply Like
  • pbirm
    , contributor
    Comment (1) | Send Message
     
    Next stop $60 by Friday!
    29 Jan 2014, 08:08 PM Reply Like
  • drpersky@drpersky.com
    , contributor
    Comments (124) | Send Message
     
    …or how about after hours today!
    29 Jan 2014, 09:00 PM Reply Like
  • pra
    , contributor
    Comments (61) | Send Message
     
    great quarter.. I guess less use by some (including me) is not a trend yet.. I like FB focusing on standalone apps.. I will sell my small long position tomorrow and go long again after a month or so..
    29 Jan 2014, 08:14 PM Reply Like
  • 6269751
    , contributor
    Comments (746) | Send Message
     
    I bought in at $39 and will probably never sell it.
    29 Jan 2014, 11:14 PM Reply Like
  • nooseah
    , contributor
    Comments (520) | Send Message
     
    How are the FB dividends these days, folks? The value of an investment is the present value of all future cash flows. Period. How long will you wait to recoup your investment if you buy FB today? More than 90 yrs based on today's earnings. There are only so many people in the world - and most of those who want to be on FB are already on FB. And thats before you mention competition (Google and a plethora of others); fake accounts; a slowing global economy; finite advertising budgets; the number of FB account holders in the U.S. not in work i.e. > 25% ...... and so on .....
    30 Jan 2014, 05:00 AM Reply Like
  • Oczssd
    , contributor
    Comments (29) | Send Message
     
    "There are only so many people in the world - and most of those who want to be on FB are already on FB"

     

    "finite advertising budgets"

     

    Facebook has yet to get into China (1/6 of the worlds population). One day, every single person in the world will be connected to the internet. 2/5 of the population still does not have access to the internet. This is why Facebook and other technology companies are pushing initiatives like Internet.org, to one day reach everyone.

     

    As far as advertising, in the US alone its 200 billion and Facebook only sees .05% of that annual budget.

     

    There is so much room to grow and thats why facebook is so overvalued today. Mark is 29 and has his whole life ahead of him to make this happen. It could all fail but if he is success, Facebook could be bigger than AAPL in the next 10 years.
    30 Jan 2014, 12:38 PM Reply Like
  • SA_Member_8998191
    , contributor
    Comments (163) | Send Message
     
    Noone likes to acknowledge the fake accounts and the fact that growth in the real 1st world of social media users has stagnated, with MAU and DAU number growth coming primarily from fake Indian/African accounts and dead accounts that are forced to be counted as 'active' if they've liked one thing [Ever].

     

    But hey, FB makes advertisers so much money! Just kidding, no it doesnt, I posted this with multiple sources for evidence and it was deleted promptly by SA. I know where the game is, it's propping up these ponzi scheme companies.

     

    Just gonna hurt FB alot more when their only business - selling your information to the government and other data-hoovers - falls out and we realize myspace/facebook/twitter contributes nothing in productivity or actual intrinsic business value aside from the promise that you can get eyes on a product [albeit in FB's case with a .01% clickthrough rate]

     

    Enjoy your 62$ tulips! Expenses growing at a phenominal rate :]
    3 Feb 2014, 06:26 PM Reply Like
  • 6269751
    , contributor
    Comments (746) | Send Message
     
    This is a forum about Facebook which is both a technology stock and a growth stock. Anyone looking for dividend growth would be barking up the wrong tree. I'm up 65.78% so far on my FB stock. The play Zuckerberg just made with WhatsApp is a long term strategy. Not only private individuals, but all kinds of brands, businesses, and so on have web sites on Facebook.
    25 Feb 2014, 01:04 PM Reply Like
  • howieLONG
    , contributor
    Comments (42) | Send Message
     
    Haha noos, why so angry? Today is a great day, of course unless you are short.
    30 Jan 2014, 12:10 PM Reply Like
  • nooseah
    , contributor
    Comments (520) | Send Message
     
    I don't short the market - at least while we have Central Bankers around making stuff go UP when fundamentals won't do it. However, I don't count myself amongst the FB, TWTR, AAPL sheep that think these valuations can be justified in future. It's like the Tulip mania. Do some reading around it - it may resonate.
    30 Jan 2014, 03:13 PM Reply Like
  • Oczssd
    , contributor
    Comments (29) | Send Message
     
    If you're educated you can play it and win.
    30 Jan 2014, 07:16 PM Reply Like
  • SA_Member_8998191
    , contributor
    Comments (163) | Send Message
     
    "Facebook could be bigger than AAPL in the next 10 years."

     

    the smell of hubris and delusion, enjoy the fall!
    2 Feb 2014, 12:46 PM Reply Like
  • Oczssd
    , contributor
    Comments (29) | Send Message
     
    Do you know what a stop-loss is? I think I'll stick with enjoying the run up.
    2 Feb 2014, 05:04 PM Reply Like
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