Facebook $FB Q4 2018 Earnings LIVE Webcast, Jan 30, 2019, 5pm EST

$FB

Facebook Q4 2018 Earnings LIVE Webcast January 30, 2019, 5:00pm EST Listen to Webcast.
Read the Earnings Press Release (pdf) issued Jan 30 after market close: Revenues rose 30% to $16.9B; mobile advertising revenue was 93% of ad revenue, up from prior year's 89%, and net income was up 61% to $6.88B. Other highlights below.

Facebook, Inc.
NASDAQ: FB
Principal domain: facebook.com
Investor relations: investor.fb.com

UPDATE: Fourth Quarter and Full Year 2018 Operational and Other Financial Highlights

• Daily active users (DAUs) – DAUs were 1.52 billion on average for December 2018, an increase of 9% year-over-year.
• Monthly active users (MAUs) – MAUs were 2.32 billion as of December 31, 2018, an increase of 9% year-over-year.
• Mobile advertising revenue – Mobile advertising revenue represented approximately 93% of advertising revenue for the fourth quarter of 2018, up from approximately 89% of advertising revenue in the fourth quarter of 2017.
• Capital expenditures – Capital expenditures were $4.37 billion and $13.92 billion for the fourth quarter and full year 2018, respectively.
• Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $41.11 billion at the end of the fourth quarter of 2018.
• Headcount – Headcount was 35,587 as of December 31, 2018, an increase of 42% year-over-year.
• In addition, the company estimates that around 2.7 billion people now use Facebook, Instagram, WhatsApp, or Messenger (the "Family" of services) each month, and more than 2 billion people use at least one of the Family of services every day on average.

From the original post:
Facebook's fourth quarter and full year 2018 financial results will be released after market close on Wednesday, January 30, 2019. Facebook will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET the same day. The live webcast of the call can be accessed at the Facebook Investor Relations website at investor.fb.com, along with the company's earnings press release, financial tables, and slide presentation. Following the call, a replay will be available at the same website. A telephonic replay will be available for one week following the conference call at 404.537.3406 or 855.859.2056, Conference ID: 6461349. Transcripts of conference calls with publishing equity research analysts held on January 30, 2019 will also be posted to the investor.fb.com website.

See also:

• January 24, 2019 https://www.plainsite.org/realitycheck/fb.pdf
• Apple says it banned Facebook's Research app yesterday, before Facebook could voluntarily shut it down, and condemns “clear breach of their agreement”--techcrunch.com.
• Facebook’s messaging merger leaves lawmakers questioning the company’s power: ‘We cannot allow platform integration to become privacy disintegration’--theverge.com.
• Ireland is questioning Facebook’s plan to merge Messenger, Instagram, and WhatsApp--Facebook’s previous data-sharing proposals have ‘given rise to significant data protection concerns’--theverge.com.
• In WSJ Op-Ed, Mark Zuckerberg Speaks Down to Users and Misses the Point--eff.org, and "A Guided Tour of the Data Facebook Uses to Target Ads"--eff.org.

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Facebook $FB Q3 2018 Earnings LIVE Webcast Oct 30, 5pm EDT

Facebook’s 2018 Just Keeps Getting Worse

30 million Facebook users had their accounts hacked (Fortune.com video, Oct 12, 2018).

Facebook, Inc.

NASDAQ: FB

$FB

Principal domains: facebook.com, whatsapp.com, messenger.com, instagram.com, oculus.com

Investor Relations: https://investor.fb.com/

Facebook Q3 2018 Earnings LIVE Webcast Oct 30, 2018, 5:00 pm EDT

Third quarter 2018 financial results will be released after market close on Tuesday, October 30, 2018. The live webcast (and replay), the company's earnings press release, financial tables, and slide presentation will be available from the investor relations website. A telephonic replay will be available for one week following the conference call at 404.537.3406 or 855.859.2056, Conference ID: 5638138.

UPDATE: Q3 2018 GAAP EPS of $1.76 beats by $0.30, revenue of $13.73B (+32.9% Y/Y) misses consensus estimates by $40M, user growth slows. Earnings Release (pdf) and Slides (pdf).

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Scott Galloway: Snap IPO $SNAP, This Is the Top of the Market (video)

Scott Galloway: This Is the Top of the Market

Video above published Feb 16, 2017, by L2inc.com: NYU Stern marketing professor Scott Galloway on this week's digital Losers and Winners:

1. Loser: Snap (snapchat). Despite the hype around their upcoming IPO, we still think the company is a loser.

2. Winner: Amazon, which actually makes more on ad sales than Snap and is also growing its fulfillment business.

3. Winner: Tinder. With nearly 2 million paying subscribers, the app has convinced millennials not only that they need to use an app to find love, but also that they have to pay for it.

4. Loser: Virtual reality. Just three years after buying Oculus, Facebook is closing many of its pop-up stores due to poor performance.

Principal domains | stock symbols of companies referenced above:

1. Snap.com, snapchat.com, spectacles.com | SNAP (IPO pending)
2. Amazon.com | AMZN
3. GoTinder.com, Tinder.com | IAC (Tinder is majority-owned by IAC/InterActiveCorp)
4. Oculus.com, Facebook.com | FB

Auto-generated youtube.com transcript:
0:00  a loser snap this IPO is generated a lot
0:05  of hype but we stand by our original
0:06  prediction that snap is a loser and will
0:09  ring the bell at the top of the social
0:10  media market the company lost 373
0:14  million in 2015 and over a half a
0:17  billion dollars in 2016 meaning that its
0:20  losses exceed its top-line revenues its
0:24  IPO filing warrant snap may quote never
0:27  achieve profitability snaps biggest
0:29  problem relying too much on the genius
0:31  of evan spiegel who shows up an Italian
0:33  bow by the way you're on the cover of
0:35  vogue or end up in jcrew ads it's a
0:37  negative leading indicator that says
0:40  your ceo has his or her priorities all
0:42  f*cked up in addition when facebook
0:45  launched Instagram stories snaps growth
0:48  rate decelerator it
0:50  this is the top of the market this is
0:52  the frenzy and we believe that snap is a
0:55  loser who is winning the media race
0:58  amazon believe it or not even the
1:00  everything store is beating snap-on ad
1:03  sales revenue amazon other revenue
1:05  consisting mostly of AD sales brought in
1:08  1.3 billion in 2016 three times more
1:11  than snap
1:13  amazon is also building a fulfillment
1:15  business with a model similar to amazon
1:17  cloud computing business
1:18  AWS still dressed space to other
1:21  retailers squarely going after UPS and
1:23  FedEx with not innovated and have also
1:26  raised prices a winner tender the most
1:28  downloaded dating app in 16 countries
1:30  tinder has over 1.75 million paid
1:34  subscribers and 275 million in what is
1:37  largely recurring revenue the app
1:39  success with its premium offering which
1:41  comes with unlimited slides no
1:43  Geographic limits has pushed competitors
1:45  to launch their own subscription
1:47  services the loser Millennials that you
1:49  now don't just have to download an app
1:51  to find love you also have to pay for a
1:54  loser and we've been saying this for two
1:56  years
1:56  virtual reality we are officially at the
1:58  beginning of the end mark zuckerberg
2:01  called virtual reality the next big
2:03  thing and predicted vr would unlock new
2:06  world unfortunately consumers don't seem
2:08  to agree
2:11  just three years after buying oculus 42
2:15  billion dollars facebook is closing 200
2:18  of its 500 oculus pop-ups and Best Buy's
2:21  due to poor performance some going days
2:24  without a single demonstration
2:26  this is an example of how one man who's
2:28  supposed to be the jesus christ of
2:29  technology can inspire and waste
2:32  billions of dollars of other people's
2:34  money guys worried about an unwanted
2:36  pregnancy I have the answer
2:39  take your day to an olive garden pay
2:41  with it
2:42  discover card and show up with your
2:45  oculus around your neck I promise you no
2:48  kids no sex what is the big dog carry
2:50  the gold card that's right
2:52  unfettered access on on blackout days to
2:55  Delta lounges mr. wrong like both will
3:02  be next week ….

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Scott Galloway: 2016 Digital Winners & Losers, 2017 Predictions (video)

Scott Galloway: Accountability is a Bitch:

Video above published Dec 22, 2016 by L2inc.com. Scott Galloway's 2016 Digital Winners & Losers and some 2017 predictions.

"We were right on: 

• Wearables and 3D printing - calling them out as headfakes months before their respective stocks plunged.
• Jet.com. The startup was purchased by Walmart as an acquihire, just as we forecast on Winners & Losers last October.
• Messaging. Brands are flocking to messaging platforms, particularly Facebook Messenger, just as we predicted in March.

"Too early to tell: Slack could still be the executioner of email, as we predicted - or it could disrupt workplace communication entirely."

More in the video and transcript below.

Without Google and Facebook, digital advertising is in decline (source: L2inc.com video above)

Google and Facebook accounted for the majority share of U.S. digital ad revenue in 2016 (source: eMarketer.com, Bloomberg.com):

• Google 41%
• Facebook 17%
• Microsoft 4%
• Yahoo 3%
• Twitter 2%
• Others 33%

See also: Google and Facebook Killed Free Media | Bloomberg.com: "Television, newspapers and other media industries are struggling with slow-to-declining advertising revenue. Google and Facebook are taking advantage."

YouTube.com auto-generated transcipt:
0:02  At the end of the year, we look back at our predictions for 2016.
0:06  In fact, one of the biggest losers of '16 was wearables.
0:10  When Fitbit emerged from its 2015 IPO with a $4 billion valuation we weren't convinced, and neither was the market.
0:18  With Fitbit stock at record lows,
0:19  it looks like we got this one right.
0:21  Last January we also predicted headwinds for 3D printing and VR.
0:26  3D printing - that's my favorite.
0:28  Build anything you want, right away, real-time?
0:30  Well, guess what. We have the world's best 3D printer right now - and it's called China.
0:35  The next big headfake?
0:37  Virtual reality.
0:39  For $600 you can buy the Facebook Oculus.
0:42  Porn and gaming may take off here, but that's it.
0:44  3D printer stocks have plunged to record lows
0:46  and the Oculus CEO's move to a new project at Facebook is the death knell for virtual reality.
0:54  In October 2015, we predicted Jet.com was a loser
0:57  and would be bought as an acquihire.
0:59  Our prediction: Jet.com has absolutely no hope of success against Amazon.
1:04  Walmart in fact acquired the company in August,
1:07  at a cost of - get this - $12.5 million per employee and a 6x multiple on revenues.
1:15  At the time of the acquisition, Jet was spending $5 million per week on advertising
1:19  and would be operating at a loss until they reached $20 billion in sales, with 15 million paying customers.
1:27  So Walmart paid $3.5 billion for a company that needs to reach $20 billion in sales to break even.
1:33  This is what you call panic. In a digital age, that costs shareholders billions.
1:38  This will be one of the biggest writedowns in retail history.
1:42  So our prediction on Slack?
1:43  Too early to tell.
1:44  In September 2015, we posited that email for internal communications would be replaced by Slack.
1:51  So we hear a lot about the death of email, but who's the executioner?
1:55  One culprit might be Slack.
1:57  The platform's recent integration with Google Drive makes clear that it's gaining momentum.
2:02  However, there are still 625 million active business email accounts.
2:06  Slack recently added video calling capability,
2:08  suggesting they're not just going after email, but broader workplace communications.
2:13  On messaging, we definitely got the trend correct.
2:16  In March, we predicted that messaging was the next frontier for brands.
2:20  What is the final frontier?
2:21  We don't know, but the next frontier: messaging.
2:26  We've already seen that prediction take hold,
2:27  particularly on Facebook Messenger,
2:30  which an increasing number of brands are using to connect with their customers.
2:34  And the celebrity death match for '17?
2:36  Facebook's Instagram taking on Snapchat.
2:39  Our prediction?
2:39  Snapchat will lose value in 2017 at the hands of the most agile, impressive company in the world - Facebook.
2:49  We did in fact predict Facebook would expedite the death of the industrial ad complex.
2:53  The advertising industrial complex is coming to an end.
2:57  Advertising has become a tax that poor people pay.
3:00  For twenty bucks a year, we should be able to opt out of your sh*tty advertising, Facebook.
3:06  News of this year is that the firewall of live TV, specifically sports, has been breached.
3:12  It's clear that two players own the future: Google and Facebook.
3:14  If you look at the incremental revenue Facebook and Google each command,
3:20  it adds up to 103%.
3:22  You think, wait, that doesn't make any sense.
3:23  It does because, sans Google and Facebook, digital marketing is now officially in decline.
3:30  .....

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Facebook Q2 2015 Earnings Conference Call LIVE, Wednesday 5 pm EDT

Facebook (NASDAQ: FB) 5 year stock chart (source: google.com)

Facebook Monthly Active Users (MAUs) source: Facebook Inc.

UPDATE: Facebook, Inc. (NASDAQ: FB) today reported financial results for the quarter ended June 30, 2015.

"This was another strong quarter for our community," said Mark Zuckerberg, Facebook founder and CEO. "Engagement across our family of apps keeps growing, and we remain focused on improving the quality of our services." 

Facebook Q2 2015 Financial Summary*

* Non-GAAP financial measures exclude amortization of intangible assets, share-based compensation and related payroll tax expenses. Non-GAAP net income and EPS also exclude the income tax effects of these non-GAAP adjustments. Non-GAAP information for the three and six months ended June 30, 2014 has been updated to exclude amortization of intangible assets to conform to our current period presentation. See the table in company financial results titled "Reconciliation of Non-GAAP Results to Nearest GAAP Measures."

Second Quarter 2015 Operational Highlights:

• Daily active users (DAUs) – DAUs were 968 million on average for June 2015, an increase of 17% year-over-year.
• Mobile DAUs – Mobile DAUs were 844 million on average for June 2015, an increase of 29% year-over-year.
• Monthly active users (MAUs) – MAUs were 1.49 billion as of June 30, 2015, an increase of 13% year-over-year.
• Mobile MAUs – Mobile MAUs were 1.31 billion as of June 30, 2015, an increase of 23% year-over-year.

Facebook Q2 2015 Earnings Conference Call LIVE: Wednesday, July 29, 2015 5:00 pm EDT (US)

Facebook, Inc. (NASDAQ:FB) will release the company's second quarter 2015 financial results after market close on Wednesday, July 29, 2015, and will host a conference call to discuss its results at 2 p.m. PT / 5 p.m. ET (US). The live webcast of the call can be accessed at the Facebook Investor Relations website at investor.fb.com, along with the company's earnings press release, financial tables and slide presentation.

Following the call, a replay will be available at the same website. A telephonic replay will be available for one week following the conference call at +1 (404) 537-3406 or + 1 (855) 859-2056, conference ID: 69328687.

Disclosure Information: Facebook uses the investor.fb.com website and Mark Zuckerberg's Facebook Page (https://www.facebook.com/zuck) as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

About Facebook: "Founded in 2004, Facebook's mission is to give people the power to share and make the world more open and connected. People use Facebook to stay connected with friends and family, to discover what's going on in the world, and to share and express what matters to them." (source: Facebook)

• Stock Exchange and Symbol (check price now): NASDAQ: FB
• Principal Domain Name: facebook.com
• Facebook Investor Relations: investor.fb.com
• SEC Filings - Facebook

Tweets about $FB
See also on Domain Mondo:

• Own Facebook for the Long Haul says Piper Jaffray Analyst (video)
• The Facebook Family of Apps, Messenger Platform, Domain Names
• Mark Zuckerberg: Facebook Does Not Need an Operating System (video)
• Facebook CEO Mark Zuckerberg on Internet.org, Connecting the World (video)

The Facebook-owned apps and domains include:

• instagram.com
• oculus.com
• messenger.com
• whatsapp.com
• 321riff.com

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The Facebook Family of Apps, Messenger Platform, Domain Names

Mark Zuckerberg's Facebook F8 Keynote in Three Minutes -
Facebook is opening up its Messenger app to developers and businesses. CEO Mark Zuckerberg also announced his futuristic plans for virtual reality when he took the stage at Facebook's F8 Developer Conference, March 25, 2015.

Messenger - Platform: "Build on the Messenger Platform. Apps on the platform let people express themselves and get creative. People can install your app and use it right from the conversations they’re already having in Messenger."

Facebook Family of Apps

The Facebook family of apps: facebook; instagram; oculus; messenger; whatsapp; and
the domain names:

• facebook.com
• instagram.com
• oculus.com
• messenger.com
• whatsapp.com

UPDATE: Facebook’s Newest App Riff Lets Friends Add Clips To Collaborative Videos | TechCrunch: 321riff.com

Facebook F8: Mark Zuckerberg Opens Up Messenger App to Developers -
Facebook Chief Executive Officer Mark Zuckerberg talks about the company's products, security and the outlook for its Messenger chat application, at the company's F8 developer conference in San Francisco. (Video courtesy of Facebook via Bloomberg) @6:45 Mark begins talking about the Facebook family of apps.

see also:

Facebook hosting doesn't change things, the world already changed — Remains of the Day: "... Facebook will continue to gain audience. Even if Facebook pauses for a rest after having gained over 1 billion users, they also own Instagram, which is growing, and WhatsApp, which will likely hit 1 billion users in the near future, and Oculus, which is one part of the VR market which is one portion of the inception of the Matrix that we will all be living in... "

".... F8 also unveiled more ways to join the family. Websites can now integrate a revamped real-time Facebook comment widget that entrenches the company’s identity system. They can syndicate Facebook videos with a new embedded video player, using extra views to lure publishers into posting their content on Facebook. And businesses can start communicating with customers via Messenger ...." (source: TechCrunch)


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