Meta Platforms (FB); Former Facebook

[winston]

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Mark Zuckerberg Just Blew Up Facebook From the Inside

By Shira Ovide

Source: Bloomberg

https://www.bloomberg.com/gadfly/articl ... the-inside

[winston]

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Facebook fell nearly 5 percent on Friday after Mark Zuckerberg announced his plan to blow the company up from the inside, as Gadfly's Shira Ovide put it.

Basically, the strategy is to make Facebook more about personal connections, and less about outside news and brands, something which is obviously a source of concern to investors.
But should they be fearful?

Some analysts are already speculating that advertisers will now pay up even more to get on the site, since the changes will make user attention more scarce.

The question we should be asking is whether Facebook can slow its business down even if it wants to. This is one of the defining questions of our time.

We live in a world dominated by huge networks that demonstrate incredible economies of scale, growing in power as they expand.

Facebook and Amazon are good examples, as is Vanguard in finance. Global megacities like Los Angeles, New York City, and London are also important cases: geographic networks whose economies power ahead as their size turns into strength, drawing more and more activity inward.

It remains to be seen whether marginal changes will affect this dynamic. Will Brexit actually derail London? Will the elimination of the SALT deduction matter to New York City? Will Mark Zuckerberg's change of heart affect Facebook's bottom line for even one quarter? Stay tuned to find out.

Source: Bloomberg

[winston]

not vested

Facebook Inc (FB) Stock Is for Passive Investors Only

By Michelle Jones

Macquarie's Schachter does feel that in the long term, the changes are probably needed and will eventually have positive results, but things could get rough in the near term.

He maintains his Outperform rating and $205 price target on FB stock, but he had important reminders about the lack of corporate governance at the company.

Source: ValueWalk

https://investorplace.com/2018/01/faceb ... mMuIqiWaM8

[winston]

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Facebook Stock: Likely to Survive the Current Dip

By: Christian Tharp, CMT

Facebook has over 2 billion monthly users. This number is huge when we consider that out of 7.6 billion people in the world, only 3.7 billion people have access to the internet.

Instagram has a whopping 500 million daily active users, and 800 million MAUs.

Source: Tech Stock Sensei

http://techstocksensei.com/2018/01/face ... instagram/

[winston]

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Facebook stock falls 4 percent as user time dips, revenue growth slows

by David Ingram, Aishwarya Venugopal

Facebook’s 1.40 billion daily active users was up 14 percent from a year earlier, but below analysts’ estimate of 1.41 billion for the fourth quarter.

The number of daily users in the United States and Canada actually fell to 184 million from 185 million a quarter earlier.

Expenses would likely grow 45 percent to 60 percent during 2018. The spending spree includes new warehouses full of servers and thousands of new workers to review content posted by users.

Total revenue rose 47 percent to $12.97 billion, while full-year revenue was also up 47 percent at $40.65 billion.

Mobile ad revenue accounted for 89 percent of the total ad sales, up from 84 percent a year earlier.

Source: Reuters

https://www.reuters.com/article/us-face ... r%20Update

[winston]

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Should Wall Street Be This Bullish on Facebook After Its Major Changes?

By Jon C. Ogg

Source: 24/7 Wall Street

http://247wallst.com/technology-3/2018/ ... Newsletter

[winston]

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Facebook reported a very strong quarter with both revenue and earnings topping the respective Zacks Consensus Estimates and growing double-digits from the year-ago quarter.

While newsfeed modifications to facilitate community building over content consumption lowered the time spent on Facebook by 50 million hours a day, ad impressions (up 4%), the price per ad (up 35%), and daily and monthly active users (both up 14%) were robust, which means that there’s no reason to panic.

On the other hand, today, Facebook has built revenue opportunities outside the social network including WhatsApp (where business messaging has started), Messenger (which is being built up as a multi-service platform like We Chat), Stories, Watch (a video offering that’s still in its very early stages) and Marketplace (where there are already 700 million users).

Facebook generally starts monetizing a platform once it already has around a billion users, so its goal is to offer global scale and scope for advertisers/sellers. And this is exactly why its platforms are so valuable.

The company should continue to see increasing average revenue per user and profitability despite near term pressures (whether regulatory or company policy-based).

Source: Zack's Research

[winston]

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Mark Zuckerberg loses US$4.9 billion as Facebook shares slump in face of Cambridge Analytica data debacle

The drop in stock came as a US senator demanded the company answer questions about how 50 million of its users has lost their data to the political consultancy

Democratic Senator Ron Wyden has written to Facebook CEO Mark Zuckerberg to demand answers to burning questions regarding its policies for sharing user data with third parties.

Source: SCMP

http://www.scmp.com/news/world/united-s ... -over-data

[winston]

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Facebook Inc Stock Is In Crisis Mode — Profit From It

by Nicolas Chahine

There is the worry that testing a neckline for support will eventually fail and the bears could retest $165 per share.

Source: Investor Place

https://finance.yahoo.com/news/facebook ... 09876.html

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Facebook sheds nearly $40 billion of market cap as investors flee stock

By Mark DeCambre and Emily Bary

Analysts think Facebook’s latest PR debacle represents a risk and are divided on the company’s ability to weather security issues

We note that Facebook has since upgraded its user privacy functionality and app review process to prevent similar abuse,” wrote Wells Fargo analysts led by Peter Stabler.

Wells Fargo has a buy rating on the stock and a $230 price target.

GBH Insights analyst Daniel Ives rates Facebook stock “highly attractive” and has a $225 price target.

Stifel analyst Scott Devitt rates the stock at hold with a $195 target.

Source: Market Watch

https://www.marketwatch.com/story/faceb ... 2018-03-19