l**********r
发帖数: 4612 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: linuxbeginer (linux), 信区: Stock
标 题: Facebook’s Profits: $1 Billion
发信站: BBS 未名空间站 (Wed Feb 1 17:49:46 2012, 美东)
Facebook just filed its IPO registration (SEC doc here) and its financials
are off the charts. Facebook’s IPO document provides the first peek at its
financials.
The company did $3.7 billion in revenues in 2011, and $1 billion in profits.
That’s right. Net income was exactly $1 billion. (I don’t think that was
a coincidence). Profits grew 65 percent last year from $606 million in 2010.
And revenues grew 88 percent. Revenues come primarily from advertising, as
well as payments for virtual goods and platform development fees.
The company has an extremely healthy 27 percent net profit margin (its
operating profit margin is 47 percent). That is right in line with Google’s
net profit margins of 26 percent. Software margins are a beautiful thing.
Facebook’s business throws off a ton of cash. Net operating cash in 2011
was $1.5 billion, up 122 percent from 2010. Free cash flow (a related
measure) was $470 million in 2011. The company ended the year with $3.9
billion in cash.
http://techcrunch.com/2012/02/01/facebook-1-billion-profit/
[发表自未名空间手机版 - m.mitbbs.com] |
a****2
发帖数: 1458 | 2 That is 10% of google's profits, and google has only 200B market cap
its
profits.
was
2010.
as
【在 l**********r 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: linuxbeginer (linux), 信区: Stock
: 标 题: Facebook’s Profits: $1 Billion
: 发信站: BBS 未名空间站 (Wed Feb 1 17:49:46 2012, 美东)
: Facebook just filed its IPO registration (SEC doc here) and its financials
: are off the charts. Facebook’s IPO document provides the first peek at its
: financials.
: The company did $3.7 billion in revenues in 2011, and $1 billion in profits.
: That’s right. Net income was exactly $1 billion. (I don’t think that was
: a coincidence). Profits grew 65 percent last year from $606 million in 2010.
|
n******h
发帖数: 2482 | 3 Who cares. Wall Street wants us to believe this is a trillion dollar company.
【在 a****2 的大作中提到】
: That is 10% of google's profits, and google has only 200B market cap
:
: its
: profits.
: was
: 2010.
: as
|
j*****t
发帖数: 5475 | 4 this is much better than i expected. surprised their advertising business
is doing so well. now i understand why Yahoo suffered so much.
its
profits.
was
2010.
as
【在 l**********r 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: linuxbeginer (linux), 信区: Stock
: 标 题: Facebook’s Profits: $1 Billion
: 发信站: BBS 未名空间站 (Wed Feb 1 17:49:46 2012, 美东)
: Facebook just filed its IPO registration (SEC doc here) and its financials
: are off the charts. Facebook’s IPO document provides the first peek at its
: financials.
: The company did $3.7 billion in revenues in 2011, and $1 billion in profits.
: That’s right. Net income was exactly $1 billion. (I don’t think that was
: a coincidence). Profits grew 65 percent last year from $606 million in 2010.
|
t***s
发帖数: 4666 | 5 stock price is about growth.
【在 a****2 的大作中提到】
: That is 10% of google's profits, and google has only 200B market cap
:
: its
: profits.
: was
: 2010.
: as
|
a****2
发帖数: 1458 | 6 google is growing 30% at 10B bases, facebook grows at 70% at 1B bases
still quite a lot to do in narrawing the gap
【在 t***s 的大作中提到】
: stock price is about growth.
|
l****n
发帖数: 844 | 7 Do you think their profit can grow 5-10 folds in several years? If not, PE
100 is way too high.
【在 t***s 的大作中提到】
: stock price is about growth.
|
P*****f
发帖数: 2272 | 8 Nevertheless, it is in very good shape, has some chance to grow as big as
GOOG
【在 l****n 的大作中提到】
: Do you think their profit can grow 5-10 folds in several years? If not, PE
: 100 is way too high.
|
a****2
发帖数: 1458 | 9 If they can create a new revenue model. Google created the search based
revenue model. Facebook basically is taking Yahoo's revenue and it is
heavily relying on Zynga. I think facebook should buy Zynga to expand this
business.
【在 P*****f 的大作中提到】
: Nevertheless, it is in very good shape, has some chance to grow as big as
: GOOG
|
a*******i
发帖数: 1105 | 10 they don't need capital. why ipo? |
|
|
n******h
发帖数: 2482 | 11 If Microsoft, Yahoo and Google were not able to find a new revenue model
after so many years, why would facebook? Just because they have more Jews?
【在 a****2 的大作中提到】
: If they can create a new revenue model. Google created the search based
: revenue model. Facebook basically is taking Yahoo's revenue and it is
: heavily relying on Zynga. I think facebook should buy Zynga to expand this
: business.
|
n***b
发帖数: 5914 | 12 stock price is all about speculation, it rise when investor believe the
company will do well or vice versa
【在 t***s 的大作中提到】
: stock price is about growth.
|
a****2
发帖数: 1458 | 13 All those three companies have new model when they IPO. If facebook don't
have, it is taking food from those big guys and growth will be limited since
competition will be severe.
【在 n******h 的大作中提到】
: If Microsoft, Yahoo and Google were not able to find a new revenue model
: after so many years, why would facebook? Just because they have more Jews?
|
P**********c
发帖数: 3417 | 14 Stock is for speculation of future growth. If everyone just looks at current
earnings, then stock market has no reason to exist.
I'd say Facebook is in very good shape right now. They have a saturated
user base but it usually takes a long time to convert ad clients (which are
where money comes from) from other sites and traditional media, and they
have the cash to hire a lot more sales people and account managers
to achieve that, so there is still big potential for revenue growth. Of course it
all depends on future execution and keeping the user base.
I am not advocating people to buy their stock, but don't assume you know
everything just because you learned the concept of P/E.
【在 a****2 的大作中提到】
: That is 10% of google's profits, and google has only 200B market cap
:
: its
: profits.
: was
: 2010.
: as
|
s*****m
发帖数: 8094 | 15 that's right, fuck WS.
company.
【在 n******h 的大作中提到】
: Who cares. Wall Street wants us to believe this is a trillion dollar company.
|
s*****m
发帖数: 8094 | 16 that's what WS brainwash you as well.
【在 t***s 的大作中提到】
: stock price is about growth.
|
s*****m
发帖数: 8094 | 17 ... when MM want investor believe the company will do well or vice versa...
It's all about speculation created by MM/WS.
【在 n***b 的大作中提到】
: stock price is all about speculation, it rise when investor believe the
: company will do well or vice versa
|
P*O
发帖数: 4324 | 18 花街没用FED印的钱在FB上做广告给FB增加营业额？ |
