Facebook投资者放眼移动业务盈利

The big problem for Facebook was mobile -- fixing its mobile problem. Seems like they’ve done that, but what we’ve heard from Google is that mobile advertising is a lot less lucrative. What do you think?

Well, it’s clear that the mobile is the single largest growth driver online today and Fabcebook’s mobile applications are very good fit for smart phones, for tablets. So from users’ experience, Facebook is in a very positive situation with regards to mobile. But actually shifting advertizing dollars to mobile takes a little bit more time, and that’s the challenge Facebook and Google and other platforms have right now.

Yeah, that’s right. I guess everyone sort of fix on that old pricing model when it was about banners, this is a sort of different universe. Is Facebook in a better position in terms of mobile advertising? Is that how they make their money? Is it in a better position than Google is?

I wouldn’t say they are in a better position. I think Google, you know, is in a unique position given the course search engine and data that it gets from all of, everyone’s searches. Facebook has significant treasure trivia of personal data about people as well. So in a different way through its mobile apps Facebook can serve very well apps to people when they are on the go. And so I think each platform individually has enormous potential on mobile.

Colin, what do you want to hear from Zackerberg and the executives today? We know they are gonna give their earnings report. Could you tell me what you expect if you are on a higher or a lower. But what do you want to hear from them, in particular about some other sort of developments in products? What’s gonna be key for investors?

Well, investors certainly focus on high level user matrix, so continuing growth in the overall registered user, monthly user volumes, a lot of it is coming from emerging markets. Increasing engagement, so a higher number of daily users as well. But also on the product side, news-feed revenues, that’s their recent innovation of the ad formats, and of course in mobile, seeing that mobile continues to be a larger portion of revenues and this helps driving commercial growth which is being certainly one of the bright spots over the past two quarters.