Where Facebook's Second Quarter User Growth And Revenue Generation Was In Charts

Tyler Durden's picture

Moments ago Facebook, unlike AT&T which missed on revenue and EPS, beat both the top line expectations of $2.81 billion print reporting $2.91 billion on EPS of $0.42, higher than the $0.32 expected.  Here is the full breakdown.

  • Daily Active Users: 829 million (Exp. 831MM)
  • Monthly Active Users: 1.317 billion (Exp. 1.31 billion)
  • Mobile Monthly Active Users: 1.07 billion (Exp. 1.07 billion)
  • Free cash flow: $873 million, down from $922 million in Q1 and down from $1.054 billion in Q2 2013

And visually, first the Daily Active Users:


Next monthly:


The Mobile users:


Revenue broken down by geography:


ARPU broken down by region:


Finally the magic of non-GAAP adjustment.

Of course, none of this matters until Yellen Capital Management opines if FaceBook is still a bubble or not...


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Skateboarder's picture

Those were my exact words of choice to post, but you have done the good deed my friend. I hope that shit burns and dies in my lifetime.

edit: anyone else catch "Yellen Capital Management"? Good one Tyler. ;-)

Stoploss's picture

Where is the Hourly user chart at??????????

lordylord's picture

Two points on FB:

1) I wouldn't own stock in a company which can disappear overnight due to the whims of 13 year old girls. 

2) I sure as shit wouldn't own an account where my personal info is sold to government and corporations.


CClarity's picture

Just wait until they disrupt payments industry.  I won't mind if they put a bunch of banks and payday assbites out of business.  

Maybe elevate bitcoin and damage fiat.  Here's hoping!

Bay of Pigs's picture

That number is astonishing. Up to $75 now in after hours trading.

What a fucking Clown Show.

mc225's picture

can't see how they're 'making money'. 

in4mayshun's picture

They're making money because our US Corporatocracy is one giant circle-jerk and now it's FB's turn to collect payment for selling out to the NSA/CIA. The real kicker about all this advertising is that evidence shows that the vast majority of mobile ads have nearly zero effect on the average user, so all these companies are literally throwing their money away.

Al Huxley's picture

Should hit about 90 tomorrow at this rate.  Why own anything else, bull market in spying technology.

IANAE's picture

YCM = Yellen Capital Management?

well done...a new meme, excellent!

Al Huxley's picture

Seriously, global leader in domestic surveillance, what's not to love?  Hopefully they extend after-hours trading to give everybody who's anybody enough time to buy in before retail gets a crack tomorrow.

Rainman's picture

The Mothership of ALL NSA databases



astoriajoe's picture

Did they break out Pakistani clickfarm expense this time? I keep hoping they do so I can really fine tune my model.

Star Jonestown's picture

I look forward to the day that this loathsome company files for bankruptcy.  

Haven't used it in years.  

JRobby's picture

I hate Facebook.

I am sick of people that live on it all day.

Lendo's picture

My ex would constantly upload pictures of us together even after I told her not to.

One of the many reasons I can't date a Facebook user.

potato's picture

There's little that makes me laugh as hard as when i think of 150 million North Americans engaging in the narcissistic masturbation ritual for hours every day.

Lore's picture

Laugh, cry, or feel a powerful urge to punch a wall?

Smartphone bills can reach hundreds of dollars a month, so take heart: those texturbators must be rich!

Super Hans's picture

Facebook preys on Homo Saipians narcisitic nature to flaunt and share.  I had an account years ago, but I tired of reading about "friends" bowel movements and runs to the star bucks etc.  So I removed myself.  Now I have a bunch of girls that I'm raising, and they will never join FB; I hope...

My oldest is now on Instagram; not sure how bad this site is but she has over 2000 followers.  I'm not sure I can shut this one down.  

Is instagram just as bad at data mining?  



Lore's picture

Instagram *is* Facebook: "The service was acquired by Facebook in April 2012 for approximately US$1 billion in cash and stock. In 2013, Instagram grew by 23%, while Facebook, as the mother company, only grew by 3%."

Super Hans's picture

Thanks! I did not know that.  

Indian_Goldsmith's picture

i am never going to have kids.


I thank god for making me sterile

Lore's picture

In pathological times, when many parents never grew up themselves and are incapable of providing a stable, upright home environment, there will be a lot of children who need a decent role model. There will be opportunities for you to make a difference in their lives.

TheReplacement's picture

Your daughter must be hot.  Think about the implications of that for a moment.

buzzsaw99's picture

P/E still under an[sic] hundred. That's dirt cheap by the AMZN standard.

Al Huxley's picture

Give it until open tomorrow - should be well over 100 by then  - ie approaching fair value.

TheRedScourge's picture

P/E is useless at gauging companies like AMZN that wish to minimize net income so as to minimize taxes they pay. Use P/S instead. FB is way more overpriced on that metric than AMZN.

Ness.'s picture

I was under the impression the best indicator of FB value was the P/L ratio.  You know, Price/Like. 

GIABO's picture

How does FACEBOOK generate profits? I'm serious... someone enlighten me, in a few sentences.

Al Huxley's picture

Ads (and probably some side deals with the NSA)

Pheonyte's picture

Since when do profits matter?

orangegeek's picture

they take user details and sell advertising through these demographics

Pheonyte's picture

As well as users' photos and info.

orangegeek's picture

facebook will sniff your underwear and analysis your poop if you check the right box in your profile

Rubbish's picture

I sent a dick picture to my wife from 1700 miles away 15 years ago over the internet comp e-mail. Ever notice how fat things look in pics?


Where's Tyler, we have an obese dick here.

astoriajoe's picture

And they'll take your money to boost your likes and friends if you want. Not that you can audit those figures or anything, but the number on the screen will be higher, so it will make you feel better.

(and by you I mean the user)

Lendo's picture

So it's trading at 200X earnings?  LOL 

NOZZLE's picture

More people have up Kaiser's comment than have ever clicked on a facebook ad, That $2,000,000,000,000 is the welfare check from the government for collecting persona data at a rate that would cost the G 10 times that much.

toros's picture

Pretty good eanings for a social media website.

ebworthen's picture

I don't believe the data, I just don't.

Caterpillar is your bellwether (for reality).

starman's picture

I just selfie my naked ass and post it to see how many new  friends I can create. 


Rainman's picture

+1 ... only a creepy clown would think up shit like that.

kchrisc's picture

What is a "Facebook?!"

TheReplacement's picture

Pretty much it's a badge indicating the inability to go outside and talk to people face to face.

DarthVaderMentor's picture

This shows that ad click fraud does pay handsomely.