Meta Platforms Inc (META)

[u238ed]

Q4 is going to be a good quarter for Facebook

Couple reasons why:

1) Election budgets picked up full swing in October. Imagine the level of targeting the campaigns could do with Facebook. Example: 18-25 females in Ohio who vote Democratic.

2) Mobile game advertising picks up 2-3x in the holiday weeks, and Facebook introduced mobile app advertising in the platform not too long ago. https://developers.facebook.com/blog/post/2012/08/07/introducing-new-mobile-ads-for-apps/ (companies like TinyCo and Zynga say this advertising channel is producing the highest quality users)
What are your thoughts?