For the ninth quarter straight, Facebook beat earnings projections thanks to 1.12 billion mobile users contributing 66% of its ad revenue. Facebook racked up $3.2 billion in revenue with a $0.43EPS in Q3 2014. Total user count grew 2.27% to billion monthly users, with 864 million daily users, 703 million mobile dailies.
For its size, the 2.27% user growth looked decent compared to the 4.8% growth Twitter says pushed it to 284 million users. And Facebook's mobile money dwarfs that of other ad giants like Yahoo, which saw just 17% of ad revenue from mobile this quarter.
Facebook's earnings beat Wall Street's estimates of $3.12 billion in revenue and $0.40 EPS. Wall Street didn't like what it saw in the earnings release, as $FB is down to $79.84 in after-hours trading, compared to pre-earnings level of $80.52 and its previous all-time regular hours high of $81.16.
There are a few big questions for the earnings call later today. The performance of Facebook's premium video ads is of interest, as is the early progress of Facebook Audience Network, its mobile advertising network. Analysts may want to hear how Facebook thinks its Creative Labs standalone app strategy will pay dividends, following the slow traction of Paper and Slingshot, and the new release of Rooms.
Most importantly, though, is that we'll see if Facebook is willing to give any data on the engagement of teens. Many suspect it has fallen significantly, with a Piper Jaffray study saying teen usage is dwon from 72% in spring to 45% in fall 2014, though surveys like this as suspect as teens may be exaggerating their exodus to sound cool. Last time Facebook mentioned teen data on Q3 2013's earning call, citing a slight drop amongst younger US teens, its share price cratered and the company has been mum on the subject ever since.
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