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- 28% increase in EPS - 12% increase YOY for both DAU and MAU Yet again, monster quarter and reports of FB's death have been proven to be premature. Would be
by s3r3nity 6y ago
- 28% increase in EPS
- 12% increase YOY for both DAU and MAU
Yet again, monster quarter and reports of FB's death have been proven to be premature.
Would be curious to understand more how much ROI they're seeing on hardware investments, like in Portal + Occulus.
- objclxt 6y ago> Would be curious to understand more how much ROI they're seeing on hardware investments, like in Portal + Occulus. It’ll be negative, both Oculus and Portal are sold at a significant loss. Of course, FB’s perspective is that the positive ROI won’t come until further down the line and it’s necessary to avoid the situation they found themselves in on mobile.
- qgrgergfqgfev 6y agoYet they're always sold out, and FB gets a cut from online game sales, it wouldn't surprise me if they're profitable already.
- H8crilA 6y agoAnything next to core advertising will look completely insignificant, both in terms of revenue and (hopefully also) in terms of costs. Same for Google, though the cloud revenue numbers are starting to be meaningful. BTW, Ruth just said on the Alphabet earnings call that they'll break down cloud numbers in Q4 (expenses; revenues are already broken down), retroactively to 2018, that will be interesting to look at.