Wednesday, October 24, 2012

Facebook revenue jumps 32% amid mobile gains

Rick Summer, Morningstar senior analyst, offers instant analysis of Facebook's quarter.

By CNBC.com news and wire reports

Social-networking giant?Facebook?reported its revenue jumped 32 percent in the third quarter, beating expectations, helped by gains in mobile.


This is only the second earnings report since the company's initial public offering in May.

Facebook shares initially fell, then erased losses to trade higher after the closing bell following the announcement.?(Click here to get the latest quotes for Facebook.)

The company reported a net loss of $59 million, or 2 cents per share, compared with net income of $227 million, or 10 cents a share a year earlier.

The most recent quarter's results include charges for share-based compensation and related payroll tax expenses and income-tax adjustments.

Excluding items, the company reported a profit of $311 million, or 12 cents per share.

Revenue increased 32 percent to $1.26 billion from $954 million a year ago.

Analysts had expected the company to report earnings excluding items of 11 cents a share on $1.23 billion in revenue, according to a consensus estimate from Thomson Reuters.

?We?re still seeing stable and good growth," said Rick Summer, an analyst at Morningstar, after the release. "The question remains as to when we see that re-acceleration.?

Advertising revenue shot up 36 percent to $1.09 billion, but revenue from its payments and other businesses increased just 13 percent to $176 million.

The company said it generated 14 percent of advertising revenue from mobile.

The company also said its operating margin excluding items slid to 42 percent from 51 percent in the year-ago quarter.

Since Facebook's IPO in mid-May, its shares have shed about 50 percent from their $38 offering price, driven down by investors' concerns about how the company will be able to monetize its users' mobile usage.

In recent weeks, the company has launched?several new products?and features that could boost revenue growth including one that lets advertisers target users in real-time, based on outside websites they visit.

Because Facebook is the world's dominant social-networking company, the company's results are a gauge of the health of social media companies, as well as the overall online advertising environment.

Facebook's report comes days after online advertising rival?Google?prematurely delivered?quarterly earnings?and revenue that lagged analysts' estimates and reported a 15-percent decline in its average cost-per-click.

Information from the Associated Press and Thomson Reuters?was included in this report.

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Source: http://marketday.nbcnews.com/_news/2012/10/23/14649769-facebook-revenue-jumps-32-amid-gains-in-mobile?lite

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