Facebook (FB)

Facebook casi triplica en 2016 su beneficio de 2015:

Facebook anunció el martes pasado su intención de lanzar aplicaciones para Apple TV, Amazon, Fire TV y Samsung Smart TV, que permitirán que los videos compartidos en Facebook se vean por la tele.

Este movimiento busca posicionar a Facebook para competir por cuota en el negocio de la publicidad en televisión, para diversificar y buscar alternativas al techo del número de anuncios online que puede desplegar frente a los usuarios, número al que ya está llegando:

Resultados del primer trimestre de 2017:

  • Beneficio neto: 3.064 millones de dólares (+76 %).
  • Ingresos: 8.032 millones de dólares (+49 %).

Multa a Facebook por ocultar que, en el momento de comprar Whatsapp, contaba con los medios para vincular las cuentas de ambas empresas:

Facebook niega evitar el pago de impuestos. El problema es de los gobiernos, que no tienen definido un buen sistema para las empresas globales…

Resultados del primer semestre de 2017:

  • Beneficios: 6.959 millones de dólares (+73 %).
  • Ingresos: 17.353 millones de dólares (+46,8 %).

Facebook cae mas de un 5% al conocerse que los datos de mas de 50 millones de usuarios podrían haberse filtrado.

Facebook gana un 45% más en la primera mitad de 2018:

Batacazo de FB en bolsa… al parecer los últimos resultados de la compañía no han gustado nada.

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Facebook Reports Second Quarter 2019 Results (24/07/2019)

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Facebook Reports Third Quarter 2019 Results (30/10/2019)

Third Quarter 2019 Operational and Other Financial Highlights

  • Daily active users (DAUs) – DAUs were 1.62 billion on average for September 2019, an increase of 9% year-over-year.
  • Monthly active users (MAUs) – MAUs were 2.45 billion as of September 30, 2019, an increase of 8% year-over-year.
  • Mobile advertising revenue – Mobile advertising revenue represented approximately 94% of advertising revenue for the third quarter of 2019, up from approximately 92% of advertising revenue in the third quarter of 2018.
  • Capital expenditures – Capital expenditures, including principal payments on finance leases, were $3.68 billion for the third quarter of 2019.
  • Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $52.27 billion as of September 30, 2019.
  • Headcount – Headcount was 43,030 as of September 30, 2019, an increase of 28% year-over-year.

Facebook Reports Fourth Quarter and Full Year 2019 Results (29/01/2020)

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https://seekingalpha.com/article/4324250-facebook-this-cash-machine-keeps-on-spitting-out-money

Summary

Facebook’s cash (and cash equivalents) balance keeps on increasing, exceeding the $50Bn mark (~$55Bn at year end 2020).

This is fuelled by strong annual operating cash flow, which has now surpassed the $35Bn mark (FY 2019: ~$36Bn).

Unless Facebook goes on a massive spending spree acquiring other companies and/or goes all out on buybacks, the cash balance will keep on increasing. It is inevitable, all else constant.

The current cash balance is just under 10% of market cap and Facebook has virtually zero long-term debt. The balance sheet is set to get stronger and stronger over time.

Assuming a static world (i.e. Facebook does nothing and just maintains the existing level of operations), cash will keep on piling up at a rapid pace, potentially exceeding 50% of the current market cap over the next decade. But that’s not realistic. Facebook will grow.

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Podrian empezar a pagar dividendo …

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