Facebook第三季度的收益顯示,盡管遭到部分公司施壓,要求其采取行動(dòng)處理仇恨貼文,但Facebook的廣告業(yè)務(wù)依然表現(xiàn)活躍。
數(shù)據(jù)顯示,F(xiàn)acebook營(yíng)收同比增長(zhǎng)22%,至215億美元,超過(guò)了分析師198.2億美元的預(yù)期。Facebook認(rèn)為客戶(hù)在線(xiàn)廣告的加速轉(zhuǎn)變促成了其銷(xiāo)售增長(zhǎng)。
Facebook的首席執(zhí)行官馬克?扎克伯格說(shuō):“我們自己也無(wú)法確定會(huì)往什么方向走……這到底是電子商務(wù)急劇增長(zhǎng)帶來(lái)的一次性徹底轉(zhuǎn)變,還是一個(gè)持續(xù)的趨勢(shì),我們還得走一步看一步。但可以肯定的是,我們沒(méi)有看到任何收益下降或者是跌落基線(xiàn)的跡象?!?/p>
該公司還透露,在其核心的盈利市場(chǎng)美國(guó)和加拿大,F(xiàn)acebook正經(jīng)歷著用戶(hù)流失,而其全球月活躍及日活躍用戶(hù)在第三季度均呈現(xiàn)增長(zhǎng)趨勢(shì)。
Facebook的股價(jià)在盤(pán)后交易中下跌超過(guò)1%,至每股277美元。
由于Facebook上的仇恨言論、錯(cuò)誤信息和暴力信息,該公司正在面臨越來(lái)越嚴(yán)苛的審查。就在一天前,扎克伯格還在與參議院委員會(huì)成員就“互聯(lián)網(wǎng)公司是否能夠?qū)ζ溆脩?hù)貼文免責(zé)”這一議題展開(kāi)辯論。與此同時(shí),在總統(tǒng)選舉期間,F(xiàn)acebook也在努力就選民的壓制和政治極端主義內(nèi)容進(jìn)行審查。
以下是關(guān)于Facebook第三季度收益的三個(gè)要點(diǎn)。
廣告商的抵制行動(dòng)并未重創(chuàng)Facebook
今年7月,包括一些大品牌在內(nèi)的數(shù)百家廣告商加入了“停止以仇恨的方式謀利”(Stop Hate for Profit)運(yùn)動(dòng),呼吁暫時(shí)抵制Facebook和Instagram的廣告。此舉目的是向這些公司施壓,要求其采取更多措施限制仇恨言論和歧視。
但季度業(yè)績(jī)表明:盡管當(dāng)月有不少營(yíng)銷(xiāo)商撤下了廣告,但抵制活動(dòng)并沒(méi)有對(duì)Facebook的收入造成太大影響。銷(xiāo)量仍然同比增長(zhǎng)22%,僅比該公司2019年第三季度的同比增幅低7個(gè)百分點(diǎn)。Facebook還表示,隨著假期廣告的增加,預(yù)計(jì)第四季度營(yíng)收的增長(zhǎng)速度將超過(guò)第三季度。
警惕監(jiān)管機(jī)構(gòu)
Facebook預(yù)計(jì)在2021年將面臨“非常大的不確定性”,包括對(duì)其業(yè)務(wù)的監(jiān)管方面。
該公司表示,監(jiān)管上的變化使其不確定是否還可以繼續(xù)訪(fǎng)問(wèn)歐洲用戶(hù)的數(shù)據(jù)。今年7月,歐洲最高法院出于對(duì)美國(guó)監(jiān)視數(shù)據(jù)的擔(dān)憂(yōu),否決了此前給予美國(guó)公司訪(fǎng)問(wèn)跨大西洋數(shù)據(jù)特權(quán)的一項(xiàng)協(xié)議,該協(xié)議讓數(shù)據(jù)傳輸更易受到美國(guó)監(jiān)管機(jī)構(gòu)的審查。
盡管10月29日Facebook沒(méi)有提及美國(guó)的監(jiān)管規(guī)定,但立法者和監(jiān)管機(jī)構(gòu)仍然在繼續(xù)展開(kāi)對(duì)Facebook的調(diào)查:Facebook是否違反了反壟斷法,及其是否應(yīng)該在用戶(hù)發(fā)布的內(nèi)容之外受到額外的監(jiān)管。
“賺錢(qián)用戶(hù)”正在流失
Facebook說(shuō),在其核心的Facebook應(yīng)用程序上,第三季度月活躍用戶(hù)達(dá)到了27.4億,同比增長(zhǎng)12%。但在美國(guó)和加拿大,第三季度的每月2.56億活躍用戶(hù)中有100萬(wàn)流失。按單位用戶(hù)盈利計(jì)算,美國(guó)和加拿大是Facebook最大的收入來(lái)源地區(qū)。
第三季度,美國(guó)和加拿大單位用戶(hù)帶來(lái)的平均收益為39.63美元。歐洲用戶(hù)以12.41美元的價(jià)格排在第二位,比美、加兩國(guó)低了26.90美元。
Facebook將美國(guó)和加拿大的用戶(hù)環(huán)比下降歸因于導(dǎo)致人們集體宅家的新冠肺炎疫情。該公司預(yù)計(jì),第四季度日活躍和月活躍用戶(hù)數(shù)量將與第三季度持平或略有下降。(財(cái)富中文網(wǎng))
編譯:楊二一
Facebook第三季度的收益顯示,盡管遭到部分公司施壓,要求其采取行動(dòng)處理仇恨貼文,但Facebook的廣告業(yè)務(wù)依然表現(xiàn)活躍。
數(shù)據(jù)顯示,F(xiàn)acebook營(yíng)收同比增長(zhǎng)22%,至215億美元,超過(guò)了分析師198.2億美元的預(yù)期。Facebook認(rèn)為客戶(hù)在線(xiàn)廣告的加速轉(zhuǎn)變促成了其銷(xiāo)售增長(zhǎng)。
Facebook的首席執(zhí)行官馬克?扎克伯格說(shuō):“我們自己也無(wú)法確定會(huì)往什么方向走……這到底是電子商務(wù)急劇增長(zhǎng)帶來(lái)的一次性徹底轉(zhuǎn)變,還是一個(gè)持續(xù)的趨勢(shì),我們還得走一步看一步。但可以肯定的是,我們沒(méi)有看到任何收益下降或者是跌落基線(xiàn)的跡象。”
該公司還透露,在其核心的盈利市場(chǎng)美國(guó)和加拿大,F(xiàn)acebook正經(jīng)歷著用戶(hù)流失,而其全球月活躍及日活躍用戶(hù)在第三季度均呈現(xiàn)增長(zhǎng)趨勢(shì)。
Facebook的股價(jià)在盤(pán)后交易中下跌超過(guò)1%,至每股277美元。
由于Facebook上的仇恨言論、錯(cuò)誤信息和暴力信息,該公司正在面臨越來(lái)越嚴(yán)苛的審查。就在一天前,扎克伯格還在與參議院委員會(huì)成員就“互聯(lián)網(wǎng)公司是否能夠?qū)ζ溆脩?hù)貼文免責(zé)”這一議題展開(kāi)辯論。與此同時(shí),在總統(tǒng)選舉期間,F(xiàn)acebook也在努力就選民的壓制和政治極端主義內(nèi)容進(jìn)行審查。
以下是關(guān)于Facebook第三季度收益的三個(gè)要點(diǎn)。
廣告商的抵制行動(dòng)并未重創(chuàng)Facebook
今年7月,包括一些大品牌在內(nèi)的數(shù)百家廣告商加入了“停止以仇恨的方式謀利”(Stop Hate for Profit)運(yùn)動(dòng),呼吁暫時(shí)抵制Facebook和Instagram的廣告。此舉目的是向這些公司施壓,要求其采取更多措施限制仇恨言論和歧視。
但季度業(yè)績(jī)表明:盡管當(dāng)月有不少營(yíng)銷(xiāo)商撤下了廣告,但抵制活動(dòng)并沒(méi)有對(duì)Facebook的收入造成太大影響。銷(xiāo)量仍然同比增長(zhǎng)22%,僅比該公司2019年第三季度的同比增幅低7個(gè)百分點(diǎn)。Facebook還表示,隨著假期廣告的增加,預(yù)計(jì)第四季度營(yíng)收的增長(zhǎng)速度將超過(guò)第三季度。
警惕監(jiān)管機(jī)構(gòu)
Facebook預(yù)計(jì)在2021年將面臨“非常大的不確定性”,包括對(duì)其業(yè)務(wù)的監(jiān)管方面。
該公司表示,監(jiān)管上的變化使其不確定是否還可以繼續(xù)訪(fǎng)問(wèn)歐洲用戶(hù)的數(shù)據(jù)。今年7月,歐洲最高法院出于對(duì)美國(guó)監(jiān)視數(shù)據(jù)的擔(dān)憂(yōu),否決了此前給予美國(guó)公司訪(fǎng)問(wèn)跨大西洋數(shù)據(jù)特權(quán)的一項(xiàng)協(xié)議,該協(xié)議讓數(shù)據(jù)傳輸更易受到美國(guó)監(jiān)管機(jī)構(gòu)的審查。
盡管10月29日Facebook沒(méi)有提及美國(guó)的監(jiān)管規(guī)定,但立法者和監(jiān)管機(jī)構(gòu)仍然在繼續(xù)展開(kāi)對(duì)Facebook的調(diào)查:Facebook是否違反了反壟斷法,及其是否應(yīng)該在用戶(hù)發(fā)布的內(nèi)容之外受到額外的監(jiān)管。
“賺錢(qián)用戶(hù)”正在流失
Facebook說(shuō),在其核心的Facebook應(yīng)用程序上,第三季度月活躍用戶(hù)達(dá)到了27.4億,同比增長(zhǎng)12%。但在美國(guó)和加拿大,第三季度的每月2.56億活躍用戶(hù)中有100萬(wàn)流失。按單位用戶(hù)盈利計(jì)算,美國(guó)和加拿大是Facebook最大的收入來(lái)源地區(qū)。
第三季度,美國(guó)和加拿大單位用戶(hù)帶來(lái)的平均收益為39.63美元。歐洲用戶(hù)以12.41美元的價(jià)格排在第二位,比美、加兩國(guó)低了26.90美元。
Facebook將美國(guó)和加拿大的用戶(hù)環(huán)比下降歸因于導(dǎo)致人們集體宅家的新冠肺炎疫情。該公司預(yù)計(jì),第四季度日活躍和月活躍用戶(hù)數(shù)量將與第三季度持平或略有下降。(財(cái)富中文網(wǎng))
編譯:楊二一
Facebook’s third-quarter earnings revealed that its ad business is alive and well despite a temporary ad boycott by companies hoping to pressure the service to act against hateful posts.
Facebook's revenue grew 22% year-over-year to $21.5 billion, beating analysts’ expectation of $19.82 billion. The company credited its sales gain to an accelerated online ad shift by customers.
"I don’t think we know exactly which way this will turn … whether this is a one-time shift toward a dramatic increase in commerce happening online versus a continued trend we will see," said Facebook CEO Mark Zuckerberg. "But certainly, we haven’t seen any decline or return to baseline."
Facebook also revealed that it lost users in its core money-making markets: the U.S. and Canada. However, worldwide monthly and daily active users rose in the third quarter.
Facebook’s shares briefly dropped more than 1% in after-hours trading at $277 per share.
The earnings come as the company faces increasing scrutiny for the hate speech, misinformation, and violence on Facebook. Just a day earlier, Zuckerberg had testified before a Senate committee about whether a law protecting Internet services from liability for what their users post should be curtailed. Meanwhile, Facebook is also struggling to police voter suppression and political extremism during a heated presidential election.
Here are three things to know about Facebook’s third-quarter earnings.
Ad boycott didn’t hurt Facebook
In July, hundreds of advertisers, including some big brands, joined the Stop Hate for Profit campaign, which called for a temporary ad boycott of Facebook and Instagram. The goal was to pressure the company into doing more to prevent hate speech and discrimination.
But the quarterly results made it clear: Despite the long list of marketers that pulled their ads for the month, the boycott didn’t do much to dent Facebook’s revenue. Sales still jumped 22% year-over-year, just seven percentage points less than the company's third-quarter year-over-year growth in 2019. Facebook also said it expects its fourth-quarter revenue to grow more quickly than in the third quarter, as holiday advertising picks up.
Beware of regulators
Facebook expects to face a “significant amount of uncertainty” in 2021, including regulation of its business.
It said that regulatory changes have made it uncertain whether it will continue to have access to European users’ data. In July, Europe’s highest court, concerned about U.S. surveillance, ruled against a deal that previously gave U.S. companies privileged access to transatlantic data, making data transfers vulnerable to regulatory scrutiny.
And though Facebook didn’t address the U.S. regulations on Thursday, lawmakers and regulators continue to investigate the company. They're drilling in on whether Facebook has broken any antitrust laws or whether it should be subjected to additional regulation over what its users post.
Valuable users vanish
Facebook said monthly active users during the quarter grew 12% year-over-year to 2.74 billion on its core Facebook app. But in the U.S. and Canada, the highest revenue sources on a per user basis, it lost 1 million of the 256 million monthly active users it had in the prior quarter.
In the third quarter, the average revenue for each U.S. and Canadian user was $39.63. European users came in second at $12.41, or $26.90 less per user.
Facebook credited the quarter-to-quarter user decline in the U.S. and Canada to soaring growth during the pandemic, which kept many people at home. In the fourth quarter, the company expects the number of daily and monthly active users to be flat or slightly down from the third quarter.