Facebook Earnings Beat: Inside The Q4 Numbers $FB

Instagram

The process of monetizing Instagram has already begun. The service has at least 400 million MAUs. In a stunning proclamation, Sheryl Sandberg said that 98 of Facebook’s top 100 advertisers also advertised on Instagram in Q4.

Sandberg also said that the Sutterfly campaign which spans across Facebook and Instagram and is targeted specifically to women with specific interests saw a 6.4x return on ad spend.

 

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Oculus

Mark Zuckerbeg said: “I am happy. I don’t show much joy, but I am happy,” with respect to the virtual reality (VR) hardware and app.

Facebook has its sights set on the way we consume all gaming and media, especially movies and television. But the hardware isn’t the crown jewel, its Facebook’s app that goes with it.

This is why the upside for Oculus is impossibly large — spanning all of humanity per the analysis of Dave Thier at Forbes: You can get the full research dossier on CML Pro (at the end of this article).

 

Why This Matters

If any of the information we just covered feels like a surprise, in many ways it is. The mainstream media doesn’t have the vocabulary to understand breaking technology and the top analysts that represent the wealthiest 1% of Americans have no interest in sharing the data they are keenly aware of.

CML Pro research points to exactly what Facebook is doing. For example, did you know that Facebook spends more in research and development (R&D) per dollar of revenue than all other mega cap technology companies? Here’s the chart:

facebook earnings beat fb research and development comparison chart

Thanks for reading and have a great week.

 

Read more from Ophir on CMLviz.com.

Twitter:  @OphirGottlieb

Author has a position in FB at the time of publication.  Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.