Quote: (02-23-2014 01:23 PM)WestCoast Wrote:
I gotta stop reading these threads here's a quick news flash for people who actually read about tech, know about tech and are in the know.
1. Over 51% of revenue generated from Facebook is form mobile ads. Go read an 8-k or read a call transcript. They jumped the ship that's why the stock moved from 55 to 70.
2. They bought whatsapp for mobile penetration genius move. International integration.
3. Anyone saying Instagram was a shitty acquistion back in the day is a full on retard. If you know anything about instagram, the AD platform is already out. Has been proven. When that is launched the conversion is expected to be higher than the current platform
4. Facebook wiped out the bids this week. What does this mean? Your cost of advertising just doubled they are targeting the Branders cash flow goes up. Printing dem green backs.
5. Facebook has finally created an ad platform that goes outside the interface if that shit works forget about it stock is worth $100+.
6. Whatsapp is 100000x better than tango because of the security and operating system. Why? It's locked up. If you run data analytics you want the data to be yours and yours only. Why? Now you can advertise better than google. Just because an application is the same from an average persons observations does not mean at all that the OS is the same. Ask an android vs. iOS engineer.
That's what actually happened.
I love RVF but the vast majority of the community has a poverty mindset and is not plugged into making money. You can see it over and over again based on the posts alone in this thread.
If I was Facebook I would have paid $6B to snapchat and tried to take them out. After that the game ends. Won't happen though they missed the bid about 2 years ago.
You guys gotta think. If bids get doubled that means they are printing money like the fed.
In addition why is snapchat worth so much? Your photos will be analyzed immediately to figure out who you are what you're doing and what you want real time. Automatic big data analytics play.
All the posts I have read on here have what seems to be zero working knowledge of facebooks actual software and technology.
Anyway hope you guys didn't actually short the stock this year ha.
One last snapple fact for those that work in the space. The ROI is higher on Facebook than Google for an advertiser right now. Let that sink in.
Insightful post WC. I do have some questions perhaps you can explain further:
"Facebook has finally created an ad platform that goes outside the interface"
Can you explain how it goes outside the interface?
"If I was Facebook I would have paid $6B to snapchat and tried to take them out. After that the game ends."
Won't other new apps pop up and it becomes a continuous chase?
"Won't happen though they missed the bid about 2 years ago."
So they had a better chance 2 years ago when snapchat wasn't so big?
"why is snapchat worth so much? Your photos will be analyzed immediately to figure out who you are what you're doing and what you want real time. Automatic big data analytics play. "
Would the same apply to instagram? Real time photos. Show ads based on your photos that you're sending?
"Whatsapp is 100000x better than tango because of the security and operating system. Why? It's locked up. If you run data analytics you want the data to be yours and yours only."
So with Android someone else can access the data?