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3Q EARNINGS: Facebook’s Mobile Upswing Continues

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Mobile growth was everywhere to be found among Facebook’s third-quarter-2014 financial results, as mobile advertising revenue accounted for approximately 66 percent of total ad revenue for the period, up from 49 percent in the third quarter of 2013, while growth among mobile daily active users and monthly active users far outpaced the respective figures for overall DAUs and MAUs.

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2Q EARNINGS: Facebook Has 1.32B MAUs, 1.07B Mobile MAUs, 399M Mobile-Only MAUs

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Facebook reported 1.32 billion monthly active users as of June 30 as part of its second-quarter financial results, up from 1.276 billion at the end of the first quarter of this year, and from 1.115 billion at the end of the year-ago period. Mobile MAUs were 1.07 billion, up slightly from 1.008 billion in the previous quarter, and up dramatically from 819 million in the second quarter of 2013. And the social network’s total of mobile-only MAUs continued to grow rapidly, reaching 399 million as of June 30 after wrapping the first quarter of 2014 at 341 million and the previous-year period at 219 million.

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4Q EARNINGS CALL: Facebook’s Mobile Ad Revenue Of $1.25B Accounts For 53% Of Total Revenue; Monthly Active Users Now Total 1.23B, 296M Mobile-Only

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If there were any doubts that Facebook is now a mobile company, the social network’s fourth-quarter earnings call Wednesday quashed them all, as mobile ad revenue during the period topped the $1 billion mark for the first time, at $1.25 billion — higher than the company’s total revenue in the fourth quarter of 2012 — and it also accounted for more than one-half of total revenue for the first time, at 53 percent.

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How Mark Zuckerberg Began To Embrace The Idea Of Ads In Facebook’s News Feed

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“Wouldn’t it be fun to build a billion-dollar business in six months?” That question, posed by Facebook Co-Founder and CEO Mark Zuckerberg to Director of Engineering Andrew Bosworth in May 2012, during a walk around the social network’s campus in Menlo Park, Calif., sparked the company’s overhaul of its advertising infrastructure, and it marked just one of the anecdotes included in a wide-ranging, detailed story for The Wall Street Journal by Evelyn M. Rusli.

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