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.

Discuss the significance of the 'Estimize' expectations in relation to Facebook's reported earnings.

What was the market reaction to Facebook's earnings report, and what might investors have been expecting?