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{ "author_name": "Andrey Zagoruiko", "author_type": "self", "tags": ["\u0441\u043e\u0446\u0441\u0435\u0442\u0438","facebook","earnings","3rd_quarter"], "comments": 0, "likes": 10, "favorites": 0, "is_advertisement": false, "section_name": "default", "id": "835" }
Andrey Zagoruiko
1 867

Результаты работы Фейсбука за третий квартал 2012

Фейсбук объявил результаты работы третьего квартала.

  • Monthly active users (MAUs) were 1.01 billion as of September 30, 2012, an increase of 26% year-over-year

  • Daily active users (DAUs) were 584 million on average for September 2012, an increase of 28% year-over-year

  • Mobile MAUs were 604 million as of September 30, 2012, an increase of 61% year-over-year


Неумолимый рост MAU:



Мобильные пользователи растут похожими темпами:



Если посмотреть на цифры, то становится видно, что это лучший квартал за последний год (все графики любезно собраны  в десятке постов на  Техкранче и украдены)



Из громких анонсов за послдений квартал:

  • Новое iOS приложение

  • Обновленный Facebook Messenger и Camera для Android/iOS

  • Новый SDK

  • Интеграция с iOS 6

  • Facebook Gifts


 

График ARPU, видно, что самые нищие живут в Азии и в Rest of the World (куда, очевидно, относится и Россия):

 



 

Во время earnings call Цукерберг заявил:
We should be able to reach more people on mobile than on desktop

И про игры:
Gaming on Facebook isn’t doing as well as I’d like

, имея в виду, что доходы от игр Zynga сократились на 20% по сравнению с прошлым годом. И тут же исправился:
But the reality is that there are actually two different stories playing out here. On the one hand, our payments revenue [from Zynga] decreased by 20% this quarter compared to last year. But the interesting thing is that the rest of the games ecosystem has actually been growing. Our monthly payments revenue from the rest of the ecosystem increased 40% over the past year, since payments has been adopted. This evolution is pretty encouraging.

Жалко, что ВК - непубличная компания, было бы интересно посмотреть на их отчеты.

Инвесторы и прочие спекулянты позитивно восприняли новости из штаба - after hours +12.87% (на момент написания текста)

#Соцсети #Facebook #earnings #3rd_quarter

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