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Everyone has an opinion on Facebook (FB -2%) today. 1) While positive on Sponsored Stories...

Everyone has an opinion on Facebook (FB -2%) today. 1) While positive on Sponsored Stories growth, JPMorgan predicts Payments revenue will drop 4% in 2013 and stay "flattish" afterwards, as gaming shifts to mobile (ed: that's also bad news for ZNGA). 2) Morgan Stanley sees Facebook's higher mobile ad prices offset by the fact it's showing just 1/30 as many ads/user/day on mobile devices as it is on PCs. 3) Pac Crest worries Facebook's sudden interest in ad monetization could alienate users.
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Comments (2)
  • Silver Surfer
    , contributor
    Comments (70) | Send Message
     
    90 days into the future that (FB -2%) is going to read, a relative, (FB -40%)
    4 Sep 2012, 02:41 PM Reply Like
  • Trongod2000
    , contributor
    Comments (93) | Send Message
     
    I think using the term "mobile" is correct but the perception by so many here is that it means only cell phones. The truth is tablets are growing fast and the screens on them are much bigger than smart phones. If you doubt what I am saying consider this:
    The low end of tablet prices is getting close to $50. Smart phones are going for $100 plus monthly fees to use them. If you were on a small budget which would you opt for? You get a cheep cell and a tablet or pad. The tablet has no trouble doing advertisements. Those of you who think it impossible for Facebook and Zynga or others to go mobile need to re-think your idea of mobile. My Nook 7 screen works fine and the browser is just as fast as the one on my pc as long as I am in a good wifi. Granted a Nook 7 is the fastest tablet on the market right now but its just the first of more to come.
    Point two... why would apple come out with an I-tv if everything is moving to mobile? I don't see the pundits knocking Apple for going against the grain. Who is right? Is mobile the ONLY thing left or will the less mobile screen actually hold a big market share?
    6 Sep 2012, 10:46 PM Reply Like
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