>> Revenue per user: Given the constraints on users mentioned in the last paragraph it becomes really hard to increase your revenue per user. This is true, but

>> Revenue per user: Given the constraints on users mentioned in the last paragraph it becomes really hard to increase your revenue per user. This is true, but nobody said that growing a large successful company was easy. FTA: >> Daily Active Users (DAUs) have grown faster than the number of deliverable ads due to the limited mobile format So step #1 for growing mobile revenue is to insert ads into mobile. I'm guessing they can manage this. But the larger question of revenue for FB is interesting. And I think the conventional wisdom about their impending crash will be proven out if FB is managed poorly post-IPO. Specifically, if they don't innovate and deliver successful new products, they will fail. This is true of all technology companies. Facebook is no different because it's a social network. In fact, Facebook is much more like the past than e.g. Microsoft was at its IPO.