Anti-Social: Why Investors Are Disappointed With Facebook

The transcript discusses market reactions to Facebook's financial performance, focusing on subscriber numbers and earnings. Despite beating revenue expectations, Facebook's earnings per share fell slightly short of estimates. The discussion highlights the transparency of financial estimates and the importance of user growth metrics, noting significant increases in daily active users. Mobile advertising revenue is a key area of growth for Facebook, contributing significantly to overall revenue. The transcript concludes with a discussion on Facebook's stock performance and investor sentiment.

What was the market's reaction to Facebook's earnings per share compared to the estimates?

• The market was indifferent to the earnings report.

• The market was disappointed as Facebook's earnings per share were below estimates.

• The market was confused due to conflicting reports.

• The market was satisfied as Facebook exceeded the estimates.

How does Estimize's approach to estimating earnings differ from traditional Wall Street methods?

• Estimize focuses exclusively on buy-side analysts.

• Estimize only uses sell-side analysts for estimates.

• Estimize relies solely on historical data for predictions.

• Estimize includes a broader range of contributors, including students and academics.

What percentage of Facebook's ad revenue comes from mobile advertising?

• 80%

• 50%

• 75%

• 66%

How did Facebook's daily active users grow compared to monthly active users?

• Daily active users grew at a slower rate than monthly active users.

• Daily active users grew at a faster rate than monthly active users.

• Daily active users grew at the same rate as monthly active users.

• There was no growth in daily active users.

What was the overall growth in Facebook's stock since the beginning of the year?

• 25%

• 50%

• 10%

• 75%