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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Wed, 07/23/2014 - 16:25 | 4994833 Kaiser Sousa
Kaiser Sousa's picture


Wed, 07/23/2014 - 16:30 | 4994852 Skateboarder
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. ;-)

Wed, 07/23/2014 - 16:38 | 4994887 Stoploss
Stoploss's picture

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

Wed, 07/23/2014 - 17:01 | 4995000 lordylord
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.


Wed, 07/23/2014 - 17:17 | 4995094 CClarity
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!

Wed, 07/23/2014 - 21:52 | 4996243 Indian_Goldsmith
Indian_Goldsmith's picture

thats why you are poor

Wed, 07/23/2014 - 16:44 | 4994913 Lore
Lore's picture

2.57B shares outstanding

Is that better than 100 Courics?

Wed, 07/23/2014 - 18:15 | 4995314 Bay of Pigs
Bay of Pigs's picture

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

What a fucking Clown Show.

Wed, 07/23/2014 - 18:03 | 4995278 mc225
mc225's picture

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

Wed, 07/23/2014 - 20:56 | 4996017 in4mayshun
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.

Wed, 07/23/2014 - 16:27 | 4994842 Al Huxley
Al Huxley's picture

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

Wed, 07/23/2014 - 16:27 | 4994845 IANAE
IANAE's picture

YCM = Yellen Capital Management?

well done...a new meme, excellent!

Wed, 07/23/2014 - 16:33 | 4994859 Al Huxley
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.

Wed, 07/23/2014 - 16:35 | 4994865 Rainman
Rainman's picture

The Mothership of ALL NSA databases



Wed, 07/23/2014 - 16:38 | 4994866 astoriajoe
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.

Wed, 07/23/2014 - 16:39 | 4994900 Star Jonestown
Star Jonestown's picture

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

Haven't used it in years.  

Wed, 07/23/2014 - 16:42 | 4994910 JRobby
JRobby's picture

I hate Facebook.

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

Wed, 07/23/2014 - 16:46 | 4994934 Lendo
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.

Wed, 07/23/2014 - 21:56 | 4996267 Indian_Goldsmith
Indian_Goldsmith's picture

LOL http://www.newindianexpress.com/cities/chennai/Techie-kills-self-after-t...


Wed, 07/23/2014 - 16:46 | 4994939 potato
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.

Wed, 07/23/2014 - 16:54 | 4994969 Lore
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!

Wed, 07/23/2014 - 18:28 | 4995379 TheReplacement
TheReplacement's picture

Think subsidies.

Wed, 07/23/2014 - 16:43 | 4994912 Super Hans
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?  



Wed, 07/23/2014 - 16:49 | 4994952 Lore
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%."

Wed, 07/23/2014 - 17:06 | 4995036 Super Hans
Super Hans's picture

Thanks! I did not know that.  

Wed, 07/23/2014 - 21:58 | 4996279 Indian_Goldsmith
Indian_Goldsmith's picture

i am never going to have kids.


I thank god for making me sterile

Fri, 07/25/2014 - 03:31 | 5002505 Lore
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.

Wed, 07/23/2014 - 18:30 | 4995381 TheReplacement
TheReplacement's picture

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

Wed, 07/23/2014 - 16:43 | 4994917 buzzsaw99
buzzsaw99's picture

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

Wed, 07/23/2014 - 16:46 | 4994932 Al Huxley
Al Huxley's picture

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

Wed, 07/23/2014 - 17:13 | 4995073 TheRedScourge
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.

Wed, 07/23/2014 - 17:31 | 4995165 Ness.
Ness.'s picture

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

Wed, 07/23/2014 - 16:45 | 4994930 GIABO
GIABO's picture

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

Wed, 07/23/2014 - 16:46 | 4994938 Al Huxley
Al Huxley's picture

Ads (and probably some side deals with the NSA)

Wed, 07/23/2014 - 16:47 | 4994940 Pheonyte
Pheonyte's picture

Since when do profits matter?

Wed, 07/23/2014 - 16:49 | 4994943 orangegeek
orangegeek's picture

they take user details and sell advertising through these demographics

Wed, 07/23/2014 - 16:49 | 4994950 Pheonyte
Pheonyte's picture

As well as users' photos and info.

Wed, 07/23/2014 - 16:57 | 4994987 orangegeek
orangegeek's picture

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

Wed, 07/23/2014 - 17:22 | 4995118 Rubbish
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.

Wed, 07/23/2014 - 16:51 | 4994957 astoriajoe
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)

Wed, 07/23/2014 - 16:48 | 4994941 Lendo
Lendo's picture

So it's trading at 200X earnings?  LOL 

Wed, 07/23/2014 - 16:49 | 4994953 NOZZLE
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.

Wed, 07/23/2014 - 16:57 | 4994989 toros
toros's picture

Pretty good eanings for a social media website.

Wed, 07/23/2014 - 17:08 | 4995037 ebworthen
ebworthen's picture

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

Caterpillar is your bellwether (for reality).

Wed, 07/23/2014 - 17:08 | 4995044 starman
starman's picture

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


Wed, 07/23/2014 - 17:14 | 4995079 Rainman
Rainman's picture

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

Wed, 07/23/2014 - 18:32 | 4995389 TheReplacement
TheReplacement's picture

I "Like" that idea.

Wed, 07/23/2014 - 17:10 | 4995057 kchrisc
kchrisc's picture

What is a "Facebook?!"

Wed, 07/23/2014 - 18:33 | 4995391 TheReplacement
TheReplacement's picture

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

Wed, 07/23/2014 - 17:25 | 4995134 DarthVaderMentor
DarthVaderMentor's picture

This shows that ad click fraud does pay handsomely.

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