Why is Facebook Earnings so Important?
1. How did they deal with Apple's new privacy policy (users can now opt out of targeted ads).
2. Are consumers spending less on advertised products? Advertisers will pay less for advertisements? E-commerce spending is down after last years surge.
3. Are supply chain issues affecting companies to the point they don't have anything to advertise?
4. Facebook has about 7 times the users of Snap. Will Facebook's face the same pressures as Snap or is it big enough to withstand the pressure?
Facebook's advertising revenue has increased year over year every year. It is known as a cheap growth name. Facebook needs an increase in ad revenue and show indications that it is not vulnerable to missing this number next year. A miss on Facebook to its growth rate will probably be indicative on what other growth names will do.
2. Are consumers spending less on advertised products? Advertisers will pay less for advertisements? E-commerce spending is down after last years surge.
3. Are supply chain issues affecting companies to the point they don't have anything to advertise?
4. Facebook has about 7 times the users of Snap. Will Facebook's face the same pressures as Snap or is it big enough to withstand the pressure?
Facebook's advertising revenue has increased year over year every year. It is known as a cheap growth name. Facebook needs an increase in ad revenue and show indications that it is not vulnerable to missing this number next year. A miss on Facebook to its growth rate will probably be indicative on what other growth names will do.
코멘트:
FB missed revenue estimates by 500 million did not beat last quarters revenue expectations. Beat on EPS, cites "headwinds" from apple new policy, possible rebranding with new augmented technology.