Another angle to look at FB's report

来源: Sic 2019-07-24 13:39:37 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (1974 bytes)

Most of Facebook's growth is coming from Asia. The U.S. and Canada only added 1 million users, and Europe is flat. But Asia now has 615 million users, compared with 600 million the prior quarter.

Users in the U.S. and Europe are valuable groups that have plateaued in recent reporting periods. Users in those regions are significantly more valuable to Facebook from an advertising perspective, so the diminished growth is notable. That’s likely why Facebook said this year that it would phase out the Facebook-only monthly active user metric. Soon it will only report one metric for users of all its apps, including WhatsApp, Messenger and Instagram.

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好奇:FB这种社交媒体的主要验收就是广告? -资本威力- 给 资本威力 发送悄悄话 (0 bytes) () 07/24/2019 postreply 13:53:15

对啊。 -水明善- 给 水明善 发送悄悄话 (0 bytes) () 07/24/2019 postreply 13:57:35

我传统,所以我认为这种企业“非死不可”。最没有技术和真材实料哩。喏,季报侯涨幅基本归零。 -资本威力- 给 资本威力 发送悄悄话 (0 bytes) () 07/24/2019 postreply 14:03:08

是啊,哪能跟特斯拉相比! -Tiger666- 给 Tiger666 发送悄悄话 (0 bytes) () 07/24/2019 postreply 14:38:20

haha -underH2o- 给 underH2o 发送悄悄话 (0 bytes) () 07/24/2019 postreply 15:31:50

你基本属于巴菲特, 对科技股七窍懂了六窍。 -underH2o- 给 underH2o 发送悄悄话 (0 bytes) () 07/24/2019 postreply 15:48:33

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