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More on Facebook's Q3: Monthly active users (MAUs) totaled 1.01B as of Sep. 30, +6% Q/Q and +26%...

More on Facebook's Q3: Monthly active users (MAUs) totaled 1.01B as of Sep. 30, +6% Q/Q and +26% Y/Y. Mobile MAUs hit 604M, +11% Q/Q and +61% Y/Y. Mobile accounted for 14% of ad revenue (impressive, since first mobile ads arrived this year). Ad sales +9% Q/Q and +36% Y/Y. Payments -9% Q/Q and +13% Y/Y. Expenses +57% Y/Y, much higher than revenue growth. Capex (including leased gear) was $332M, down from Q2's $465M. FB now +9.3% AH. CC at 5PM ET (webcast). (PR)
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Comments (7)
  • Deja Vu
    , contributor
    Comments (1601) | Send Message
     
    I wonder if the reported earnings include stock based comp? Or is FB pulling a CRM type scam here...?
    23 Oct 2012, 05:16 PM Reply Like
  • johnjakubowski
    , contributor
    Comments (170) | Send Message
     
    Please.
    14% of total ad rev from mobile impressive?
    Typical pump and dump from the institutional crowd and the folks that brought you the memorable IPO.
    Take a look at the lockup schedule. Do the math.
    End transmission.
    23 Oct 2012, 07:13 PM Reply Like
  • SoldHigh
    , contributor
    Comments (1013) | Send Message
     
    How many of these MAUs are unique? From what I've seen on other sites that require commenters to have FB accounts, people are setting up fake FB accounts just so they can post elsewhere without using their real names.
    23 Oct 2012, 07:53 PM Reply Like
  • TrojanRay
    , contributor
    Comments (7) | Send Message
     
    And sadly... this counts as one of their myriads of "active" accounts per their metrics.
    23 Oct 2012, 11:56 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (12070) | Send Message
     
    Duplicated accounts are rampant, I agree. The issue is how much money they can pump out of advertisers for the same customers. Indeed, the cost for Facebook's clients is set to rise even if the CPM doesn't. I expect this to continue until its customers figure out the scam and stop.

     

    This is similar to Yahoo and Google before when they figured out click fraud. A user who looks up something on a computer and then looks it up via mobile is not worth 2x what they were before and many people have completely new IDs on mobile. There are more mobile IDs than people in the US. Poor fool paid ad clients...
    23 Oct 2012, 08:18 PM Reply Like
  • gwynfryn
    , contributor
    Comments (5237) | Send Message
     
    I set up two accounts, just so I got alerts on different e-mail accounts (I need French and English, and use separate accounts for work, family and play) and I don't even like FB! Anybody trying to cook the books could easily generate hundreds...
    24 Oct 2012, 05:22 AM Reply Like
  • johnjakubowski
    , contributor
    Comments (170) | Send Message
     
    my friend has three - one for his personal, one for work and one for just heckling people and causing trouble anonymously.
    and he hates Facebook.
    theres your metric.
    27 Oct 2012, 01:15 PM Reply Like
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