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Ok, I'm about to school you. Time to get on the bus.
From Facebook's S-1: "We define a daily active user as a registered Facebook user who logged in and visited Facebook through our website or a mobile device, or took an action to share content or activity with his or her Facebook friends or connections via a third-party website that is integrated with Facebook, on a given day."
You're correct in that Facebook counts a user in a third-party app or website... but what you're incorrect about is that they just need to turn the app on ... they need to actually SHARE or perform a Facebook related activity to be counted. Why is this significant? Because a share or a Facebook activity creates content on Facebook which can be monetized to that user's friends. If the average user has 130 friends, then that's potentially the ability to monetize 130 people!!
Further... having Facebook Login or Share in third-party apps is not just for DAU/MAU padding like you think. It's actually a trojan horse play. Facebook's SDK has to be installed in those third-party apps in order to have Facebook Login integrated... but guess what Facebook just announced? The ability for any of those third-party apps to run Facebook ads directly in those apps and share the ad revenue with those third parties. https://developers.facebook.com/blog/post/2014/01/22/testing-a-new-way-for-developers-to-monetize-mobile-apps/ -- Guess who also does this? Google Admob (their mobile advertising arm). It's estimated that Admob is a $10B/year business.
Here's the kicker: More than 81% of top 100 grossing iOS apps and 70% of top 100 grossing Android apps integrate with Facebook. Source: https://developers.facebook.com/blog/post/2013/04/18/next-evolution-of-facebook-platform-for-mobile/
Oh, and Facebook acquired the largest mobile app development platform in the market: Parse.com who powers +100,000 apps. Not only do they already have the top apps, but they have mid-level apps too... They are getting ready to CRUSH the mobile ad network play and everyone in the mobile ad industry knows it. Source: http://www.wired.com/wiredenterprise/2013/09/facebook-and-parse/
Now with one line of code, those apps can run Facebook ads, and Facebook can begin to monetize users off Facebook and even users who never had a Facebook account. BOOM.
"The takeaway is that at least 50% of Facebook's claimed monthly users probably don't even look at the app. "
-- With the knowledge above it really doesn't matter if users are ON Facebook, huh? Facebook is coming to them in the apps they already use and Facebook is already embedded into those apps.
Questions?
CEO was Director of Marketing for Minute Maid (Coca Cola) before launching his first beverage company (White Hat Brands, Inc) which was successfully acquired.
FPFI is the real deal!!!
Get on before she goes to penny land!
www.freshpromisefoods.com/
Good stuff. CEO used to be at Coca-Cola and has ready sold one beverage company... Real deal!
This is HUGE! Amazing upside!!
Long way to go for me to go green :(
https://developers.facebook.com/blog/post/2014/01/22/testing-a-new-way-for-developers-to-monetize-mobile-apps
Facebook is about to roll out their mobile ad network. Longs stay strong. This is an $10B dollar business for Google, and now Facebook is coming in strong!
No, not if they start showing ads on other apps and websites, which is what I mean by "3rd party publishers". Even if people stop using Facebook, Facebook will show ads to them on other apps and websites. It's the Google Adsense model.
They just announced this too: https://developers.facebook.com/blog/post/2014/01/22/testing-a-new-way-for-developers-to-monetize-mobile-apps
This is a direct blow against MM and all the other mobile ad networks.
Even if people leave how does that stop their mobile ad network?! They don't need people to compete head on with MM.
Especially with their acquisition of Parse.com that powers 100k apps. That's 3x the number of publishers MM, InMobi, Jumptap, and MoPub have combined.
As soon as FBs mobile ad network for 3rd party publishers goes live MM is done. As an industry insider you should know this.
No way. MM has the worst technology in the industry. FB is light years beyond MM. Source: I work for a mobile ad tech company.
FB and MM compete head on and the reason why MMs growth has stalled and will continue to stall is FB's ownage of mobile ad dollars.
Bring on the earnings. Still have my shares :)
Pro-tip: Twitter has 5x LESS shares available to buy so the price per share is worth more. You should seriously read up on how shares are priced. Tip: Market Cap / Outstanding Shares = Price per share
What is Twitter's market cap? Now Facebook's? Who's really worth more?
They're China based. Never happen.
TWTR now trading at 962x '13 adj EBITDA 360x '14 $FB is 30x $GOOG is 14x If TWTR EBITDA grew 3109% its multiple would then be par with FB
$TWTR now trading at 962x '13 adj EBITDA 360x '14 $FB is 30x $GOOG is 14x If TWTR EBITDA grew 3109% its multiple would then be par with FB
— Daniel Ernst (@danielernstTMT) December 24, 2013
$TWTR now trading at 962x '13 adj EBITDA 360x '14 $FB is 30x $GOOG is 14x If TWTR EBITDA grew 3109% its multiple would then be par with FB
Why? Twitter earnings will be terrible.
Following!
The real question is: Should I sell for tax harvesting or wait it out to 2014?
Don't forget about video ads and mobile ad network.
Salesforce following same pattern as well
Owned by MediaBistro ($MBIS) another great stock to own :)
Huge pop today! What's going on?
They already have a self deleting app, it's called Poke and was developed by Zuck and a team in 48 hours. Google it.
More importantly: what's his accuracy?
2 100k trades at 2.80
News! JPM settles for $4.5B.
out the window due to the number of slots divested imo.
where am i?
The merger is happening, duh.
Should we sell or wait for news to hit the wire?
Huge :)
Man's gotta eat! Buy a house, college fund, etc.
Everyone is all concerned about how teenagers are fleeing Facebook, but they all fail to realize why teenagers will head back to Facebook. It was originally designed as the online version of College, a way to interact with new and old friends. When all these kids leave their high schools and head off to college where are they going to keep in touch with their old friends, Facebook. When they meet someone new in College where will they add this new friend, Facebook. Facebook is the initial meeting point for new friends and then once you become better friends it is then that you follow and add them on other social media sites. If Facebook sees a huge decline in College age students in the next few years then I will be worried about their future, but until then it doesn't matter what the teenagers do because when they begin to grow up, they will join the rest of society and use their Facebook. Teenagers are not the demographic to follow when understanding Facebook's fate.
Also, they are all leaving Facebook to use intagram, a Facebook owned company, or use snapshat which will die off in popularity in the coming years.
Not to mention video ads and the Facebook Ad Network (Google Adsense competitor).
Why do you even bother posting crap like this?
She's live!!
That's what it sounds like