Seeking Alpha

Facebook now +12.4% AH; Zuck talks Messenger growth, standalone apps

  • Instagram's user base has doubled over the last year, says COO David Ebersman on Facebook's (FB) Q4 CC. With the mobile photo-sharing service having possessed 90M MAUs a year ago, that suggests Instagram might now have 180M. Instagram passed 150M MAUs in September.
  • Mark Zuckerberg confirmed Facebook is interested in developing more standalone mobile apps. "[We will] build a handful of great new experiences that are separate from what you think of as Facebook today." That backs up a report from The Verge stating Facebook plans to launch several new apps in 2014, as it tries to maintain mindshare in an environment where each app is one of many icons on a smartphone home screen.
  • Zuck also stated Facebook Messenger (one of its standalone apps) has seen 70% growth over the last 3 months, and claims its efforts to emphasize "high-quality" news content stem from the realization that content receiving a large number of "likes" isn't necessarily the content users want to see.
  • Though responsible for less than 1/6 of Facebook's MAUs, North America still accounted for 47% of revenue in Q4. While Facebook's North American ARPU is at $6.03, its ARPUs for Europe, Asia, and the rest of the world are still only at $2.61, $0.95, and $0.84, respectively.
  • CC live blogs: I, II
  • Q4 results, details, slides

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Comments (3)
  • illerman
    , contributor
    Comments (3) | Send Message
     
    yes FB that is the way to go, keep up the good work
    29 Jan 2014, 07:47 PM Reply Like
  • Christopher Gonsalves
    , contributor
    Comments (221) | Send Message
     
    Instagram is their ace in the hole. Most people at my college use Instagram multiple times a day. Twitter is a great service too, but their stock has run up too high and we know they are still losing money unfortunately.
    29 Jan 2014, 08:19 PM Reply Like
  • Scott Ryan
    , contributor
    Comments (323) | Send Message
     
    See "An Industry Facebook Is Poised to Revolutionize" ($50 billion annual endorsement segment is yet to be tapped)
    http://bit.ly/1n0BWWq

     

    Facebook's Phantom Revenue Could Be A Windfall
    http://bit.ly/1n0BWWu
    30 Jan 2014, 12:55 AM Reply Like
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