Category Archives: Facebook

Facebook Mobile Ad Network Ready For Launch?

The Facebook mobile ad network is reportedly ready for announcement at the end of the month. Facebook reportedly to announce Facebook Mobile Ad Network this month. We have made the case over and over again about how Facebook in particular, … Continue reading

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Price of Going Public – Facebook Deals With Shareholder Proposals In Proxy Statement For Annual Meeting

Shareholder proposals in the Facebook proxy statement demonstrate some of the disadvantages of being a prominent public company. Facebook has filed its proxy statement for its upcoming annual meeting on May 22, 2014.  I’m sure they look back fondly on … Continue reading

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Facebook Age Data – How Reliable?

Facebook age data may not be reliable, says Facebook. Facebook has always warned about the validity of its key metrics, such as: Daily active users (DAUs) Mobile DAUs Monthly active users (MAUs) Mobile MAUs Average revenue per user (ARPU) These … Continue reading

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Facebook’s Mobile Push With Acquisition of Onavo

As we have stated many times, the future is mobile. Facebook is showing its commitment to shoring up what had been a huge weakness.     On their blog, Onavo announced that Facebook has agreed to acquire it. Onavo “helps … Continue reading

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Twitter IPO Filing Highlights A Point We’ve Been Making For A While – The Future Is Mobile

Twitter’s disclosures emphasize the fundamental shift in how users consume online media, moving from the desktop to mobile. We have been hammering this theme for a long time. We predicted it before Twitter made its first public IPO filing.Like other … Continue reading

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What To Expect From The Twitter IPO

To no one’s surprise, the Twitter IPO is garnering a tremendous amount of hype, from people calling it the savior of the tech markets v.2 or the biggest ripoff since Ponzi himself.  Facebook was v.1 and we saw how that … Continue reading

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Not Much To Write About Today, So Why Don’t We Encourage Greed And Envy By Noting Recent Sales Of Facebook Stock By Insiders?

There have been a number of insider sales at Facebook this month, but we’ll stick to this week so far.  Here are the sales: Name Position No. Shares Selling Price Total* Michael T. Schroepfer CTO 90,000 $41.39 $3,725,377.92 Colin Stretch … Continue reading

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Facebook Consolidates Its Credit Arrangements, Gets Flexible In Use Of Funds

Showing the opposite trajectory of Zynga, Facebook amended its credit arrangements with its bankers to provide additional flexibility in its use of the proceeds of the loans. The updated credit agreement provides for up to $6.5 billion in loans, and … Continue reading

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Want To Know The Details In The Facebook/Zynga Developer Addendum?

Tough. The SEC granted an extension of the confidential period. In May 2010, Facebook and Zynga entered into a developer agreement that, among other things, permitted Facebook to post ads on Zynga game pages, implemented Facebook Credits on Zynga games … Continue reading

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A Recurring Theme Here: The Future Is Mobile, Not Social

We’ve covered this topic on the PRO site a number of times in discussing Facebook’s issues.  (See here and here, for example) Remember when everyone would go nuts when the word “social” was mentioned and talk about their “social layer?”  Their future, … Continue reading

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