It appears that as people switch from the desktop where Facebook shows multiple ads per page to mobile, Facebook is earning less ad revenue per user in its most important markets. While user growth helped total revenue increase, in the US and Canada Facebook earned $2.85 on ads per user (ads ARPU) in Q1, down from $3.30 in the holiday Q4 2012, but also down from $2.87 in Q3.
Another important stat is that Facebook’s monthly active and daily active users in the US and Canada increased, despite erroneous recent claims from third-party data providers and critics that Facebook had lost users in US. That’s critical because the US and Canada are where Facebook earns the most money per user.
One graph we wish Facebook would release is mobile user counts by geography. This could show whether developing markets coming online mobile-first are responsible for its huge surge to 751 million mobile monthly users from 680 million in Q4 2012.
Check out the rest of these graphs for detailed stats on Facebook’s user growth, income, expenses, and more.
ANd here are our own Bryce Durbin’s graphs that sum up Facebook’s earnings:
Read the original here: Facebook Earnings Graphs Shows Shift To Mobile May Be Depressing Domestic Ad Revenue Per User
While sharing its financial results for its first quarter, Facebook on Wednesday announced a number of new milestones. The social network has now passed 1.11 billion monthly active users. Of those, daily active users passed 665 million on average during March 2013, and the number of monthly active mobile users hit 751 million.
Here’s the breakdown from the release:
Out of all these numbers, the most important one is of course mobile: Facebook needs to keep growing the number of its users signing in on phones and tablets to stay relevant. In fact, it’s worth noting that 67.66 percent of Facebook’s total user base now accesses the service from a mobile device.
To put things into perspective, that number has been slowly growing from the 40 percent mark in 2011 through and past the 50 percent mark in 2012. Either this quarter or next, it will likely end up passing the 70 percent mark.
In Q3 2012, Facebook announced it had passed 1 billion monthly active users and 600 million monthly active mobile users. Last quarter, Facebook passed 1.06 billion monthly active users, 680 million mobile users, and 618 million daily users.
While the year-over-year growth numbers are above, it’s also interesting to see Facebook’s growth from quarter to quarter. Between Q4 2012 and Q1 2013, the company was up 4.72 percent in total monthly users, 10.44 percent in mobile users, and 7.61 percent in daily users.
Now let’s see what that looks in the form of some graphs. Here is Facebook’s growth for total active users:
Here is Facebook’s growth for monthly mobile active users:
Last but not least, here are daily active users:
Image credit: Ryan Glanzer
Go here to read the rest: Facebook passes 1.11 billion monthly active users, 751 million mobile users, and 665 million daily users
Yahoo just released its earnings report for the first quarter of 2013, with better-than-expected (non-GAAP) earnings of $420 million, or 38 cents per share. Revenue (excluding traffic acquisition costs) was flat compared to last year, at $1.07 billion.
Analysts has predicted that the company would report revenue of $1.1 billion and 24 cents EPS. Wall Street normally evaluates Yahoo on an ex-TAC basis — including traffic acquisition costs, revenue was $1.14 billion, down 7 percent from last year.
This is Marissa Mayer’s third quarter as CEO of the company — her leadership is seen as crucial for turning the company around. During the last earnings call, Mayer said her big goals for Yahoo included a better user interface, improved international reach, and broader demographics.
“I’m pleased with Yahoo!’s performance in the first quarter,” Mayer said in the earnings release. “We saw continued stability in our business, strengthened our team, and started the year with fast execution against our products and partnerships. We are moving quickly to roll out beautifully designed, more intuitive experiences for our users. I’m confident that the improvements we’re making to our products will set up the Company for long-term growth.”
Yahoo had a pretty active quarter. It unveiled a more personal, interactive version of its homepage in February. On the advertising front, it announced a non-exclusive display partnership with Google. And it acquired Snip.it, Alike, Jybe, and made its biggest splash by announcing the acquisition of mobile news startup Summly for a reported $30 million.
Originally posted here: Yahoo Q1 Beats Analysts With Earnings Per Share Of 38 Cents, (Ex-TAC) Revenue Flat At $1.07B
Gartner Research is reporting mobile CRM apps will grow 500 percent by 2014, another sign of a shifting market that has more to do with work getting done in the cloud more so than from a server behind the firewall.
This is buttressed by Gartner’s news that SaaS providers will represent more than 50 percent of profits in the CRM market by 2016 and the steep decline in PC shipments that Gartner reported yesterday.
Gartner reports there are 200 apps now in app stores. By 2014, there will be 1,200. Mobile apps will come in a variety of flavors, attacking specific aspects of the CRM experience. Gartner, citing a CIO survey of more than 2,000 people, predicts that vendors will need to build mobile apps around their specific strengths.
Gartner also reported that Salesforce.com remains the No. 1 CRM vendor with 26 percent growth and $2.5 billion in revenue last year. In contrast, Gartner states SAP grew 0.1 percent year-on-year and totaled $2.3 billion in CRM revenue.
That is a huge difference but reflects why consulting companies like Deloitte are focusing more on Salesforce for CRM integrations. The money is in hooking up SaaS environments to old-school legacy systems.
The rise of mobile apps comes with a decline in PC shipments. According to Gartner, “worldwide PC shipments totaled 79.2 million units in the first quarter of 2013, an 11.2. percent decline from the first quarter of 2012. Global PC shipments went below 80 million units for the first time since the second quarter of 2009. All regions showed a decrease in shipments, with the Europe, Middle East and Africa (EMEA) region showing the steepest decline.”
Mobile’s rise also reflects the growing momentum for SaaS.
In 2012, almost 39 percent of the CRM software market revenue was delivered by SaaS. Gartner forecasts the market to increase 42 percent by the end of 2013. During 2016, more than 50 percent of the CRM software revenue will be delivered by SaaS.
But overall, the CRM market is not showing big growth, demonstrating how companies like Salesforce could be disrupted. The overall market is expected to grow just 9.7 percent in 2013.
That relatively small growth reflects how systems of record, such as CRM, are becoming less important in an app-centric economy. That app-centric focus is why Salesforce is making its own big push into mobile and conversely demonstrates why companies like Base CRMare growing so fast with their mobile-centric approach.
After adding former VMware CTO Steve Herrod as an investment partner, VC firm General Catalyst Partners is bringing more enterprise talent to the mix with the addition of Unica co-founder and former IBM executive, Yuchun Lee, as an Entrepreneur in Residence.
Prior to General Catalyst, Lee served as vice president and general manager of IBM’s Enterprise Marketing Management Group. He joined IBM in 2010 as part of its $480 million acquisition of Unica, a marketing software company that Lee helped co-found. Lee was the CEO of the company since its inception in 1992, helped guide Unica through an IPO in 2005 and ultimately to its acquisition by IBM in 2010.
At General Catalyst, Lee will be working with the firm’s growth equity team to identify and build technology
based companies with a focus on enterprise software and data analytics. He tells us that specifically, he’ll be working with software and SaaS enterprise applications with around $10-$15 million in revenue who are looking to scale the company to the next level.
General Catalyst, which raised $500 million for a new fund in 2011, has been boosting its bench of enterprise talent, which should equip it well for the boom in enterprise investing in 2013 and the coming years.
See the original post: General Catalyst Adds Unica Founder Yuchun Lee As Entrepreneur In Residence