Facebook Numbers

Facebook has fallen out of favor with Wall Street but the numbers reported in the latest quarter are mind boggling. Monthly active users of 1.4 billion of which 65% or 936 million are daily active users. More importantly, the Average Revenue Per User (ARPU) was up year over year in all geographies a minimum of 20%. I am quite optimistic Facebook has just begun to monetize their user base. For context, Google ARPU was approximately 6x Facebook last quarter. A few of the slides showing the scale of the Facebook ecosystem shown below: