Seeking Alpha

Facebook (FB) is now only down 1.7% AH in response to its Q4 beat, which followed a 50%+ rally...

Facebook (FB) is now only down 1.7% AH in response to its Q4 beat, which followed a 50%+ rally over the last 3 months. Zynga (ZNGA) is up 1.6% - the fact Facebook's Payments revenue rose 8% Q/Q (but was flat Y/Y) after adjusting for an accounting quirk is going over well. In its Q4 slide deck (.pdf), Facebook notes its global ARPU rose 19% Q/Q and 12% Y/Y to $1.54. ARPU for the U.S./Canada ($4.08) is still well above ARPUs for Europe ($1.71), Asia ($0.69), and the rest of the world ($0.56). U.S./Canada made up 49% of Q4 sales vs. 50% in Q3. CC is underway (webcast, live blog).
Comments (2)
  • Stone Fox Capital
    , contributor
    Comments (5581) | Send Message
     
    again revenue was up, but costs grew even faster.
    30 Jan 2013, 05:24 PM Reply Like
  • benitus
    , contributor
    Comments (1871) | Send Message
     
    Costs for FB is negligible, just human manpower, a whole bunch of geeks, who can multi-task without much admin support. Even if costs were to double, it'll barely scratch the revenue. Now's the time to pick up some FB on the cheap. Bought mine at $29 and now, it's up to $30.50, but eventually, it'll setlle at $30 overnight. Tomorrow will be the big movers making the play.
    30 Jan 2013, 06:21 PM Reply Like
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