Internet stocks rise AH on Facebook's Q4 beat


Several high-flying Internet stocks are getting a lift from Facebook's big Q4 beat, which was accompanied by news the social networking giant's mobile ad sales rose ~4x Y/Y and now account for over half of its ad sales.

TWTR +4.1% AH. LNKD +2.6%. YELP +2.2%. Z +2%. GRPN +1.6%. SINA +0.7%.

Google reports tomorrow. Twitter and Yelp are due up on Feb. 5, and LinkedIn on Feb. 6.

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Comments (1)
  • JLR.TX
    , contributor
    Comments (4) | Send Message
     
    I don't understand why FB beat is fueling TWTR to surge. Isn't FB a competitor and gunning for TWTR? Overall, I feel FB has monetized ads much better than TWTR. I don't think I've ever clicked on a TWTR ad, but I have on a FB ad. FB has games, photo albums, event planning/calendar, groups, business pages, and more to display ads and monetize.

     

    Additionally, FB has a lot more data on its users than TWTR. In FB, as ad advertiser, you can specifically target based on age, profile keywords, relationship status, zip code, music tastes, you name it. TWTR does not have as much demographic information on its user base.

     

    And wouldn't greater FB usage along with their new trends feature begin diminishing TWTR usage?

     

    TWTR has 230 million users, FB now reports that they have 1.23B. TWTR market cap is $33B, FB's is $130B. The stock just seems way ahead of itself given TWTR lower ad targeting capabilities / monitization and its smaller user base.
    29 Jan 2014, 08:14 PM Reply Like
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