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Facebook's numbers

113 pointsby maccmanabout 13 years ago

18 comments

sanxiynabout 13 years ago
User penetration: 0% China.<p>Tencent, Chinese Facebook, is already a public company. Take a look at their numbers here: <a href="http://www.tencent.com/en-us/ir/reports.shtml" rel="nofollow">http://www.tencent.com/en-us/ir/reports.shtml</a>
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padobsonabout 13 years ago
The most interesting numbers to me:<p><i>$30,957,952 Sheryl Sandberg, COO</i> <i>0.089% Sheryl Sandberg</i><p>The second most important person at Facebook takes most of their compensation in cash - with her stock in the company being worth roughly 3 yrs salary.<p>She's older than Zuck, no reason to think she'll ever be CEO. I have to believe she has career aspirations beyond Facebook if she's willing to work there for less than defectors Moskovitz and Parker are making on the IPO, among others.
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statictypeabout 13 years ago
Just out of curiosity: It's considered good manners to disclose that you have a vested interest in something you're writing. Are you also socially obligated to disclose that you <i>plan</i> on investing in something in the future?
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DangerousPieabout 13 years ago
Seeing Microsoft in that list reminded me how they bought a bit more than 1% of Facebook shares for $240 mio a few years ago. I guess that was a pretty good investment after-all...<p><a href="http://www.msnbc.msn.com/id/21458486/ns/business-us_business/" rel="nofollow">http://www.msnbc.msn.com/id/21458486/ns/business-us_business...</a>
gbogabout 13 years ago
So now for the elephant in the room:<p>If, as some claimed regularly since a few years (including Fred Wilson, implicitly[1]), we are in a tech/financial bubble, what is the probability that the Facebook IPO will be the sting popping the bubble? If so, what are the likely results?<p>[1] "If you are playing a game of musical chairs", <a href="http://www.avc.com/a_vc/2012/04/what-if-web-and-mobile-apps-are-like-tv-shows.html" rel="nofollow">http://www.avc.com/a_vc/2012/04/what-if-web-and-mobile-apps-...</a>
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stevenjabout 13 years ago
Slightly off-topic:<p>I had always thought Adam D'Angelo was a co-founder of Facebook, so I was surprised to not see his name listed in the ownership section.<p>But Wikipedia lists Dustin Moskovitz, Eduardo Saverin, and Chris Hughes as co-founders in addition to Mark.
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simonbarker87about 13 years ago
I don't understand the hype around Facebook. They make $1,058M revenue in a quarter and have (if you multiply the monthly active users by 3) 2,703M active quarterly users. So they only make $0.39 per active user per quarter? Maybe I am missing the point but it doesn't seem like the revenue generation side of things is very efficient.
iterationxabout 13 years ago
Where's Eduardo Saverin?
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MaxGabrielabout 13 years ago
I didn't realize Zuckerberg received so much less in compensation. He owns a huge portion of the company, sure, but is compensated ~29m or so less than the COO. Is anyone familiar with why this is?
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sinzoneabout 13 years ago
Missing Accel Partners in the "Ownership after IPO" (probably it was merged into "James Brayer")
bhermsabout 13 years ago
How are there 500 million users but only 125million friendships? Am I missing something?
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ChuckMcMabout 13 years ago
Interesting that most on that list will end up paying California State income tax in one form or another. (I say 'interesting' because the legislature has already spent Zuck's estimated tax bill, but Andreesen, Breyer, others they too will have large bills to pay.
sathishmanoharabout 13 years ago
Operation cost and profit?
josefonsecaabout 13 years ago
When you look at a statistic like:<p>Penetration in Turkey: 85%<p>If market research is not the first thing that comes to your mind, then you should probably go see a shrink.
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VeejayRampayabout 13 years ago
heh, love how the revenue out of America is WAY higher than that of Europe even though there are more active users in Europe.
adventurefulabout 13 years ago
Should really specify that the revenue listed is for one quarter.<p>Also worth mentioning that James Breyer does not own 7.632% of Facebook. Accel Partners owns most of that stake, and Breyer has his own personal, smaller stake in Facebook.
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Devilboyabout 13 years ago
I'm surprised that Parker has a bigger share than Thiel.
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joering2about 13 years ago
ok, so:<p>#1 how is it possible that there is 0% users in China.. IF they truly believe NOONE in China has facebook account, then any other of those numbers could be made out of the blue as well.<p>#2 Why is it soo important to attach Zynga everywhere they disclose info? is it some sort of Zynga-FB agreement or what?<p>#3 David Fischer is missing comma after "VP"<p>#4 Peter Thiel, James Breyer, Reed Hastings, Erskine Bowles, Donald Graham -- what are they "Directors" of?<p>#5 Frequency of words appearing in S-1: second place: mobile. This is a HUGE indicator to anyone thinking about startup... things ARE and will continue to happen over the mobile device more and more. This sound trivia, but think about another indicator: your startup idea versus mobile.
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