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The value perceived by shareholders is only partially related to the current revenues. It is about perceived future value. And shareholders are right to be spoo
by sago 8y ago
The value perceived by shareholders is only partially related to the current revenues. It is about perceived future value. And shareholders are right to be spooked I think.
Revenues have grown 47% for only 11% in MAU. I don't hold shares in Facebook, but combined with the feedback I hear from friends and family about Facebook becoming increasingly ad-obsessed and devoid of valuable content, that would make me very nervous too.
- cgb223 8y agoLets not forget that Facebook the company is not just Facebook the Website They also own Instagram, Whatsapp, and a host of other massive online properties While Facebook dies, Instagram (seems anyway) to be thriving
- tehlike 8y agoFacebook is diversifying into non owned operated 3p apps through audience network.
- cporios 8y ago11% may be the YoY growth in world-wide MAU, but MAU has actually dropped in Europe and remained constant in the US compared to last quarter.