Breaking Down Facebook's Third-Quarter Performance

The transcript discusses the market's reaction to Facebook and Twitter's earnings, highlighting Facebook's success in mobile revenue growth and the market's different treatment of the two companies. It explores Twitter's challenges and opportunities, particularly in advertising, and compares the engagement levels of users on both platforms.

What was the market's reaction to Facebook's financial results compared to Twitter's?

• Both Facebook and Twitter's stocks rose.

• Facebook's stock rose significantly while Twitter's fell.

• Both Facebook and Twitter's stocks fell.

• Facebook's stock remained flat while Twitter's fell.

What percentage of Facebook's revenue comes from mobile?

• 33%

• 50%

• 66%

• 75%

How did Facebook's daily active users compare to its monthly active users?

• Daily active users decreased while monthly active users increased.

• Daily active users grew faster than monthly active users.

• Monthly active users grew faster than daily active users.

• Both daily and monthly active users grew at the same rate.

What is one of the main challenges Twitter faces in the market?

• Limited international presence

• High advertising costs

• Confusion about its identity

• Lack of user engagement

How does the market perceive Twitter compared to Facebook?

• As a more mature company

• As a stable growth stock

• As a turnaround stock

• As a leading media company

What is a common benefit both Facebook and Twitter are experiencing?

• Higher advertising revenue per user

• More international users

• Increased user base

• Decreased operational costs

What trend is observed in mobile advertising for both companies?

• Mobile advertising is declining.

• Advertisers are spending more per user.

• Advertisers are spending less per user.

• Mobile advertising remains unchanged.