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Wednesday, November 2, 2016

=Facebook (FB) reported earnings on Wed 2 Nov 2016 (a/h)






Facebook beats by $0.12, beats on revs  :
  • Reports Q3 (Sep) earnings of $1.09 per share, $0.12 better than the Capital IQ Consensus of $0.97; revenues rose 55.8% year/year to $7.01 bln vs the $6.92 bln Capital IQ Consensus.
  • Daily active users (DAUs)- 1.18 bln, up 17% y/y; Expectations approx 1.16 bln which would represent approx 15% growth. Q2 DAUs were 1.13 billion on average for June 2016, an increase of 17% y/y; Q1 +16%, Q4 +17%;
    • Mobile DAUs- 1.09 bln, +22% y/y; Q2 was 22% y/y; Q1 was +24%, Q4 was +25%;
  • Monthly active users (MAUs)- 1.79 bln, +16% y/y; , expectations are for this to be approx 1.76 bln which would represent growth of approx 13%;
    • Mobile MAUs were 1.66 bln; Q2 was 1.57 bln +20% y/y; Q1 and Q4 was 21%
  • Mobile advertising revenue- 84% of revenue; Q3 is expected to come in at 85%. Q2 Mobile advertising revenue represented approximately 84%.
  • Capital expenditures -- Capital expenditures for the third quarter of 2016 were $1.10 billion.

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