DUBLIN--(BUSINESS WIRE)--Research and Markets (http://www.researchandmarkets.com/research/v8xm77/facebook) has announced the addition of the "Facebook - Looking Good" company profile to their offering.
The shift to mobile devices represents a threat & opportunity, which FB is now managing well. A key issue is that the valuation is extremely high and revenue outlook speculative. To justify its valuation the author estimates that FB needs to grow which means that FB needs to take online ad market share. must be achieved by revolutionizing display to also raise ad returns & prices. This is conceptually similar to Google's value being based on how it revolutionized search.
Strong 2012 Q4 results - Ad growth & mobile focus accelerates.
Strong Q4 revenue growth, but higher costs and taxes on RSUs depressed earnings.
Revenue growth accelerated to 40%; with higher users (+25%) and ARPU (+20%)
Independent, buy-side, fundamental, financial analysis.
Key Topics Covered:
Investment Thesis & SWOT Analysis
Significant Recent Events
Industry & Company Description
Overview of the Internet Advertising Industry
Business Description, Management & Board
Strategy, Mission, Competitors & Patents
History, Acquisitions & Balance Sheet
New Revenue Streams
Business Model - Snapshot of the last 12 Months
Key Strategic Issues
Strategic Positioning - Mobile
Mobile Advertising is about to take off
Financial Results Analysis
Profit & Loss Summary
Revenue Analysis by Service
Revenue Analysis by Region
Cash Flow Analysis
Balance Sheet Analysis
Valuation of Facebook - Overview
Fundamental Valuation - Calculations
DCF Valuation & Sensitivity Analysis
Historical Valuation Multiples
Quarterly Financial Accounts
Annual Financial Accounts
Revenue by Each Region Data
Operating Expenses Data
Explanations and Definitions
Legal and Important Information
List of Tables
List of Figures
For more information visit http://www.researchandmarkets.com/research/v8xm77/facebook