Facebook business analysis 2014 presentation provides an analysis of Facebook overall revenues and profits, Facebook business segment revenues, Facebook mobile ad revenues, Facebook geographic segment revenues, Facebook monthly and daily active users (MAUs and DAUs), and Facebook average revenue per user (ARPU) for the years 2010 to 2014.
2. Presentation Outline
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‣ Facebook Revenue Model
‣ Facebook Overall Revenues And Profits Analysis
‣ Facebook Segment Revenues Analysis
‣ Facebook Key Business Metrics Analysis
3. How Facebook Makes Money?
(From Marketers)
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Reference: http://www.revenuesandprofits.com/how-facebook-makes-money/
Facebook
Social content feed via
website and mobile apps
(Marketer ads are placed in
the content feed)
$$$
Online Users
Marketers
Facebook
Ad Tools
Request for content shared
by family, friends, and brands
4. How Facebook Makes Money?
(From Developers)
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Reference: http://www.revenuesandprofits.com/how-facebook-makes-money/
Facebook
Platform and
APIs to build
apps
Online UsersDevelopers
Fees for using
Facebook
Payment
Infrastructure
Web and
mobile apps
on Facebook
Payments for
virtual and
digital goods
8. Facebook Advertising Revenue - Geographic
Segments Share
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0%
25%
50%
75%
100%
2010 2011 2012 2013 2014
11.6%12.6%10.7%8.1%5.2%
15.1%13.9%12.0%
9.9%
7.6%
27.2%28.0%
28.9%
31.8%
29.7%
46.0%45.4%48.3%50.2%
57.3%
US & Canada Europe Asia Rest Of The World
9. Facebook Advertising Revenues - Desktop Vs
Mobile Devices Share
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0%
25%
50%
75%
100%
2010 2011 2012 2013 2014
35.4%
54.9%
88.6%
100.0%100.0%
64.6%
45.1%
11.4%
Mobile Ad Revenues Desktop Ad Revenues
10. Facebook ‘Total’ Monthly Active Users (MAUs)
And Daily Active Users (DAUs) Worldwide
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0
350
700
1050
1400
Q4'10 Q4'11 Q4'12 Q4'13 Q4’14
1,393
1,228
1,056
845
608
890
757
618
483
327
Daily Active Users Worldwide Monthly Active Users Worldwide
(in millions)
11. Facebook Monthly Active Users (MAUs) -
Geographic Segments Share
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0%
25%
50%
75%
100%
Q4'10 Q4'11 Q4'12 Q4'13 Q4’14
31.3%30.6%28.8%26.6%21.9%
32.2%30.0%28.2%
25.1%
22.7%
21.6%23.0%24.7%
27.1%
30.1%
14.9%16.4%18.3%21.2%25.3%
US & Canada Europe Asia Rest Of The World
12. Facebook Users Engagement Across Geographies -
DAU-To-MAU Ratio
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0%
10%
20%
30%
40%
50%
60%
70%
80%
Q4'10 Q4'11 Q4'12 Q4'13 Q4’14
US & Canada Europe Asia Rest Of The World
Worldwide
13. Facebook Advertising ARPU (Average Revenue
Per User) by Geography
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$0.0
$7.5
$15.0
$22.5
$30.0
2012 2013 2014
$8.7
$6.0
$4.5
$3.3$2.5$1.7
$4.2
$2.9
$2.0
$10.7
$7.2
$5.0
$25.9
$16.1
$11.1
US & Canada Europe Asia Rest Of The World
Worldwide
14. Facebook ‘Mobile’ Monthly Active Users (MAUs)
And Daily Active Users (DAUs) Worldwide
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0
300
600
900
1200
Q4'10 Q4'11 Q4'12 Q4'13 Q4’14
1,189
945
680
432
245
745
556
374
Mobile Daily Active Users Worldwide
Mobile Monthly Active Users Worldwide
(in millions)
15. Facebook Worldwide Monthly Active Users
(MAUs) Share By Access Device
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0%
25%
50%
75%
100%
Q4'11 Q4'12 Q4'13 Q4’14
14.6%
23.0%
35.6%
48.9%
47.6%
52.9%
49.5%
44.3%
37.8%
24.1%
14.9%
6.9%
Mobile Only MAUs Dual Access (Mobile and Desktop) MAUs
Desktop Only MAUs
16. Copyright And Disclaimer
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‣ The content in this presentation is available under Creative Commons Attribution-
NonCommercial (CC BY-NC) license. The license details are available at https://
creativecommons.org/licenses/by-nc/4.0/ .
‣ The presentation is for informational and educational purposes only. You should
consult your investment advisors for any advice on buying or selling of stocks of the
companies analyzed in the presentation.
‣ The financial analysis provided in the presentation was done using publicly available
information in the company filings. While we take utmost care in using the right
numbers for our analysis, we provide no warranty of the accuracy of information, text,
or graphics contained in the presentation. If you observed any errors in any of the
numbers or analysis, please write to us. Our contact details are available over our
website.
‣ We expressly disclaim all liability arising out of errors or misuse or misinterpretation of
any information provided in this presentation.
