Source: Post by Mark Zuckerberg on Facebook, 27th January 2016
Plus - Earnings release
Plus - Earnings slides
MAUs
Test
4 months ago
Thursday, 28 January 2016
Facebook has 1.59bn Monthly Active Users
Source: Post by Mark Zuckerberg on Facebook, 27th January 2016
Plus - Earnings release
Plus - Earnings slides
MAUs
Wednesday, 27 January 2016
Apple's Q1 2016 profit was the largest of any public company in history
"Apple just reported the largest quarterly profit of any public company in history, again.
With profits of $18.4 billion for its first fiscal quarter of 2016, Apple beat the record it set last year by $400 million.
Apple’s profits largely hinge on iPhone sales. The company sold 74.8 million iPhones during the quarter, fewer than analysts expected — predictions had ranged between 75.4 million and 77 million iPhones, depending on who you asked.
Apple missed analysts’ estimates on revenue this quarter, but exceeded expectations on earnings. The company reported $75.9 billion in revenue, on the lower end of its own estimated range of between $75.5 billion and $77.5 billion. On average, Analysts thought Apple would report $76.59 billion in revenue. Analysts also said Apple would report $3.23 in earnings per share for the quarter; it reported earnings of $3.28 per share."
With profits of $18.4 billion for its first fiscal quarter of 2016, Apple beat the record it set last year by $400 million.
Apple’s profits largely hinge on iPhone sales. The company sold 74.8 million iPhones during the quarter, fewer than analysts expected — predictions had ranged between 75.4 million and 77 million iPhones, depending on who you asked.
Apple missed analysts’ estimates on revenue this quarter, but exceeded expectations on earnings. The company reported $75.9 billion in revenue, on the lower end of its own estimated range of between $75.5 billion and $77.5 billion. On average, Analysts thought Apple would report $76.59 billion in revenue. Analysts also said Apple would report $3.23 in earnings per share for the quarter; it reported earnings of $3.28 per share."
Monday, 25 January 2016
Wednesday, 20 January 2016
Netflix has 75m subscribers, is available to 550m broadband homes
"In the fourth quarter, we added a record 5.59 million members as our big shows such as Narcos and Marvel’s Jessica Jones helped us grow membership to 74.76 million. This 5.59 million compares to a
forecast of 5.15 million and to prior year net additions of 4.33 million. For Q1, we are forecasting 6.10 million net additions vs. prior year of 4.88 million. On earnings, we stayed profitable in Q4 despite foreign exchange headwinds, and delivered operating income of $60m and net income of $43m. We expect similar modest operating income results for Q1, assuming current foreign exchange, as we invest in our international expansion. As a reminder, the guidance we provide is our actual internal forecast at the time we report, and we strive for accuracy in our guidance.
In September, we launched in Japan, followed by Spain, Portugal and Italy in October. We are very
pleased with the first few months of membership growth in these markets. Our international
contribution loss of $109 million in Q4 increased sequentially due to these launches. We anticipate Q1 international losses of about $114 million.
In early January at CES, we announced the availability of Netflix everywhere in the world except China. Pricing is comparable to our existing plans and we have added support for Korean, Arabic, and Simplified & Traditional Chinese languages. Our move into 130 additional countries broadens our addressable market by 190 million broadband homes, on top of the 360 million we counted at the end of 2015 .
While the opportunity is large, our growth in these new markets will unfold over many years as we
improve our service. We are starting by primarily targeting outward‐looking, affluent consumers with
international credit cards and smartphones. As with every market we’ve launched, our approach is to
listen, learn and improve rapidly, adding more content, additional languages and a better Netflix
experience over time. Our global availability sets us up for continued growth for many years and we
continue to expect material global profits beginning in 2017.
[...]
In the US, we ended 2015 with nearly 45 million members, although our Q4 US net adds were down year over year, as expected (1.56m actual versus 1.90m prior year). Our high penetration in the US seems to be making net additions harder than in the past. Our forecast for Q1 US net additions is 1.75m, against a prior year actual of 2.28m. New credit/debit card rollover continues to be a background issue. In Q2 and Q3, we’ll be releasing a substantial number of our US members from price grandfathering on the HD plan and they will have the option of continuing at $7.99 but now on the SD plan, or continuing on HD at $9.99 a month. Given these members have been with us at least 2 years, we expect only slightly elevated churn. Our 2020 US contribution target remains at 40% and we are already at 34%."
Source: Netflix Q4 2015 earnings letter, 19th January 2016
forecast of 5.15 million and to prior year net additions of 4.33 million. For Q1, we are forecasting 6.10 million net additions vs. prior year of 4.88 million. On earnings, we stayed profitable in Q4 despite foreign exchange headwinds, and delivered operating income of $60m and net income of $43m. We expect similar modest operating income results for Q1, assuming current foreign exchange, as we invest in our international expansion. As a reminder, the guidance we provide is our actual internal forecast at the time we report, and we strive for accuracy in our guidance.
In September, we launched in Japan, followed by Spain, Portugal and Italy in October. We are very
pleased with the first few months of membership growth in these markets. Our international
contribution loss of $109 million in Q4 increased sequentially due to these launches. We anticipate Q1 international losses of about $114 million.
In early January at CES, we announced the availability of Netflix everywhere in the world except China. Pricing is comparable to our existing plans and we have added support for Korean, Arabic, and Simplified & Traditional Chinese languages. Our move into 130 additional countries broadens our addressable market by 190 million broadband homes, on top of the 360 million we counted at the end of 2015 .
While the opportunity is large, our growth in these new markets will unfold over many years as we
improve our service. We are starting by primarily targeting outward‐looking, affluent consumers with
international credit cards and smartphones. As with every market we’ve launched, our approach is to
listen, learn and improve rapidly, adding more content, additional languages and a better Netflix
experience over time. Our global availability sets us up for continued growth for many years and we
continue to expect material global profits beginning in 2017.
[...]
In the US, we ended 2015 with nearly 45 million members, although our Q4 US net adds were down year over year, as expected (1.56m actual versus 1.90m prior year). Our high penetration in the US seems to be making net additions harder than in the past. Our forecast for Q1 US net additions is 1.75m, against a prior year actual of 2.28m. New credit/debit card rollover continues to be a background issue. In Q2 and Q3, we’ll be releasing a substantial number of our US members from price grandfathering on the HD plan and they will have the option of continuing at $7.99 but now on the SD plan, or continuing on HD at $9.99 a month. Given these members have been with us at least 2 years, we expect only slightly elevated churn. Our 2020 US contribution target remains at 40% and we are already at 34%."
Source: Netflix Q4 2015 earnings letter, 19th January 2016
Tuesday, 19 January 2016
35% of US smartphone owners spend at least an hour a day with social networking apps
"Parks Associates today announced research showing that more than 70% of U.S. smartphone users watch at least one short streaming video clip every day. Parks Associates’ survey 360 View: Mobility & the App Economy shows consumers are embracing many new use cases as their smartphones become more intelligent and multifunctional. Voice calls and texting are still the dominant activities, but 80% of smartphone owners use social networking apps at least once a day and 35% spend an hour or more on this activity."
Monday, 18 January 2016
More photos were shared on social media in 2015 than all the pictures ever taken on film
Instagram COO: 2-3 tillion images shared on social media last year, more than all pictures ever taken on film #DLD16
— Ina Fried (@inafried) January 18, 2016
Friday, 15 January 2016
Wednesday, 13 January 2016
Music streams - audio & video - doubled Y-o-Y in the US in 2015
"Overall, Americans streamed 317.2 billion tracks last year, up from 164.5 billion songs streamed in 2014. Leading the pack were the typical suspects: YouTube, Spotify, Tidal, Apple Music, and Google Play Music, but doesn’t include ‘non-interactive’ radio streams like Pandora. Most of that streaming was free, with YouTube and Spotify still avalanching the space with ad-supported music."
Tesla sold 51,000 cars in 2015
"Tesla announced on Sunday morning that the company shipped 50,580 cars in 2015, hitting the low- to mid-range of its target for the year. The electric car company was hoping to ship between 50,000 and 52,000 cars this year.
Tesla says it shipped 17,192 Model S cars in the fourth quarter of the year, which was 75% more than the company shipped in the same period in 2014, and 48% more than the company shipped in the third quarter of 2015.
Tesla says it made 507 Model X cars in the fourth quarter, and shipped 208. The company says it now expects to be able to produce 238 Model X cars per week."
Source: Fortune, 3rd January 2016
Tesla says it shipped 17,192 Model S cars in the fourth quarter of the year, which was 75% more than the company shipped in the same period in 2014, and 48% more than the company shipped in the third quarter of 2015.
Tesla says it made 507 Model X cars in the fourth quarter, and shipped 208. The company says it now expects to be able to produce 238 Model X cars per week."
Source: Fortune, 3rd January 2016
Huawei sold 108m smartphones in 2015
"Chinese mobile phone giant Huawei disclosed on Wednesday that it shipped 108 million smartphones in 2015. That number is up 44 percent year-on-year, the company said, primarily due to strong sales in China and Europe.
Huawei has had a banner 2015 despite broader trends that saw global smartphone growth slowing over the course of the year. It still has a ways to go before catching Apple, which sold well over 200 million iPhones this year. But it has overtaken domestic competitor Xiaomi, which won the Chinese market in 2014 but apparently had such a disappointing 2015 that the company stopped sharing its sales numbers."
Huawei has had a banner 2015 despite broader trends that saw global smartphone growth slowing over the course of the year. It still has a ways to go before catching Apple, which sold well over 200 million iPhones this year. But it has overtaken domestic competitor Xiaomi, which won the Chinese market in 2014 but apparently had such a disappointing 2015 that the company stopped sharing its sales numbers."
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