Updates over Media, Marketing en Publishing
Veteran streaming radio platform Pandora released its fourth quarter earnings today, in which it saw its fiscal 2013 revenue of $427.1 million, representing a 56 percent year-over-year increase, and fourth quarter revenue of $125.1 million, an increase of 54 percent year-over-year. In turn, mobile revenue for the fourth quarter grew 111 percent year-over-year to $80.3 million.
Social TV and the second screen experience is quickly catching on among viewers, but the space as a whole is still nascent. While many are eager for a better social TV experience, as there’s plenty of upside for fans, advertisers and broadcasters alike, collectively we’ve all been waiting for one of these players to hit critical mass.
When Viggle announced in November that it would be merging with GetGlue, it seemed as if the combination of two of the leading apps in the space would be a step in that direction. But, fast forward two months, and the Viggle/GetGlue merger was dead in the water.
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The business-focused networking site of record, LinkedIn, rode a wave of growth through 2012, turning itself into a Wall Street darling in the process. The race to win the professional networking market isn’t really “a race” anymore, as LinkedIn dominates online networking for the world’s working professionals, now over 200 million users-strong. Oh, and it’s adding an average of two users per second.
With growth continuing, LinkedIn has consistently outperformed expectations over the last three quarters, so this time around, expectations are high. The consensus estimate for revenues in the fourth quarter has been $280 million, up 68 percent from the same period last year. Meanwhile, adjusted earnings has been forecast at 19 cents per share, compared to 12 cents for Q4 2011.
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Today, Yelp announced its fourth-quarter earnings, and they weren’t as sunny as some as hoped. Net revenue was $41.2 million in Q4 of 2012 — a 65 percent growth in new revenue from 2011. In turn, net loss was $5.3 million, or $0.08 per share, compared to a net loss of $9.1 million, or $0.55 in the fourth quarter of 2011. Adjusted EBITDA was $1.8 million.
Today is Q4 earnings day for Facebook, and we’ve learned some really interesting things about the growth of the social network. Surprisingly to some, mobile DAUs have exceeded those on the web, for the first time in the company’s history. We knew that Facebook was focused on growing its network leveraging mobile devices and platforms, but it’s impressive to see this usage increase in such a way so quickly. To those who have been following Facebook closely, the shift to mobile has been apparent. More and more, people are checking their Facebook messages on their mobile device and skipping the desktop version completely. This is a behavioral shift in users that Facebook is riding along with, and it’s smart. Here’s a quick look at the overall DAUs for Q4: Overall MAUs were at 1.06B, up from 1.01B in Q3. Here’s a look at the data from the the quarter: When the release hit the wires today, it came with a statement from Facebook Founder and CEO Mark Zuckerberg: In 2012, we connected over a billion people and became a mobile company. We enter 2013 with good momentum and will continue to invest to achieve our mission and become a stronger, more valuable company. As far as making money, mobile accounted for 23% of advertising revenue, which is up from 14% of advertising revenue in Q3 of of 2012. Back in September at TechCrunch Disrupt, Zuckerberg projected that one day, Facebook would make more revenue from mobile users. That’s not the case as of yet, but the shift is in full swing. At the time, he said: We’re going to execute this mission to make the world connected and build value over the long-term. The bigger question that will define how we’ve done is how we do with mobile. Facebook stock declined 7% in after-hours trading even though its revenue rose 40% To $1.59B for Q4 2012. Since the release, it’s popping back up a bit. During the earnings call, Zuckerberg discussed the power of mobile: It allows us to reach more people, there is more engagement from those people, and we’ll be able to make more money from those users. Mobile creates a more dynamic ecosystem. He also discussed Facebook’s new approach to build mobile-first applications and features. This is something that everyone has been waiting to hear from Facebook, as the company has been trying some new things, but
During the Q&A portion of the earnings call, Zuckerberg was asked if they would ever charge for APIs. It’s an interesting question, and one that I’ve thought a lot about as I’ve watched Twitter change the way it works with developers. I figured that the answer would be a flat-out “No”, but it sounds like this is something that Facebook has thought about.
Zuckerberg said that the company would rather go about things by introducing advertising options for developers, so that everyone can make a few dollars.
Lees meerWith Facebook narrowly beating expectations in its third quarter earnings release, the stock has popped up around 10% since the earnings dropped.
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Today, Facebook introduced its third quarter earnings for 2012 and shared some updated stats on how the social network is performing. Recently, Mark Zuckerberg shared that Facebook had crossed the billion user mark, and the trend continues upward, as our own Josh Constine predicted.
Social media refers to the networks and digital tools that connect people in dialogue or interaction. So why aren’t public social media companies using the tools that they have created in their investor communications? There is an opportunity, with earnings season upon us, for public social media companies to engage socially with their investors. It’s an ideal time for […]
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LinkedIn has just released Q2 earnings, and the enterprise-focused social network continues to rise. It’s posted revenues of $228.2 million and earnings per share of $0.03 (non-GAAP EPS: $0.16). This puts the company past earnings estimates from First Call of $216.3 million, and Yahoo Finance, which had estimated revenues of $216 million. It also beat First Call’s EPS of $0.01, as well as LinkedIn’s own guidance of revenues of $210-$215 million. However, GAAP net income was nearly halved to $2.8 million, versus net income of $4.5 million Q2 2011. (Non-GAAP net income for the second quarter was $18.1 million, compared to $10.8 million in the second quarter of 2011.)
Q2 saw LinkedIn get hit with what might have been its worst publicity disaster in recent times, when some 6.5 million passwords were stolen. Although the company moved quick to create password changes, the breach would have put off users from relying too much on putting data into that social network, or using it for and paid services, but these results show that clearly it was not hit as hard as people might have thought.
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