Here’s your quarterly update on Facebook for those interested.
They crushed it with huge revenues and EPS beats, but I’m still looking for hard numbers on their quarterly MAU/DAU growth, video views etc. I’m sure that will all be reviewed on their conference call in a few minutes. Via Reuters:
Facebook Inc (FB.O) reported a 51.7 percent jump in revenue for the final quarter of 2015 as new advertising formats and an improved mobile app drove a sharp rise in ad sales.
The company’s total revenue rose to $5.84 billion from $3.85 billion a year earlier, with ad revenue increasing 56.8 percent to $5.64 billion in the holiday shopping period, when spending on advertising typically spikes.
Net income attributable to common shareholders rose to $1.56 billion, or 54 cents per share, in the three months ended Dec. 31 from $696 million, or 25 cents per share in the same period of 2014.
Read entire article at http://www.msn.com/en-us/money/companies/facebook-revenue-ju…
As of now, they are up +7% in AH trading.
Here’s a snippet from Zacks:
At first glance, every important metric concerning Facebook’s growth has come in better than expected. Daily active users (DAU), monthly active users (MAU) and the mobile segments of both were all slightly more than company guidance. Of particular note was mobile advertising revenue, which hit $4.51 billion in the quarter; $4.09 billion was what had been expected. Also, Facebook reports that it has brought in $3.77 per user in Q4, up from the $3.43 analysts had been anticipating.
It was also reported that now over 90 percent of daily and monthly active Facebook users now access the site through mobile. You’d be forgiven for thinking Facebook’s “mobile problem” was eons ago, when in reality it was only a little more than a handful of quarters ago.
Here’s what their numbers look like after this quarter:
Revenue (billions) Q1 Q2 Q3 Q4 2013 1.458 1.813 2.016 2.585 2014 2.502 2.910 3.203 3.851 2015 3.543 4.042 4.501 5.841 EPS (non-GAAP) Q1 Q2 Q3 Q4 2013 0.12 0.19 0.27 0.32 2014 0.35 0.43 0.43 0.54 2015 0.42 0.50 0.57 0.79
Current (2015 Q4 Earnings):
Revenue Growth (billions)
2014 Q4 TTM Revenue = 12.466
2015 Q4 TTM Revenue = 17.927
Year Over Year Revenue Growth = 43.8%, previously 42.29%,
EPS Growth (non-GAAP)
2014 Q4 TTM Earnings = 1.75
2015 Q4 TTM Earnings = 2.28
Year Over Year EPS Growth = 30.29%, previously 32.7%%
P/E = (Check Current Price) 94.45/2.28 = 41.42
1YPEG = 41.42/30.29 = 1.37
You’ll notice that their revenue and EPS growth is accelerating again after a slight lag in Q1 and Q2. With WhatsApp near a billion users but not being monetized yet and Instagram still in its infancy of showing ads, I believe there is still a lot of growth to come.
MasterCard (MA) Ticker Guide
See all my holdings at http://my.fool.com/profile/CMFCochrane/info.aspx