零售商和其他廣告商一直在尋求獲取Facebook數(shù)十億用戶的注意力,受益于這一強勁需求,F(xiàn)acebook今年第一季度的銷售額增長48%,超出了分析師的預(yù)期。
4月28日,F(xiàn)acebook發(fā)布2021年一季度財報。數(shù)據(jù)顯示,其當季營收為262億美元。彭博社(Bloomberg)匯編的數(shù)據(jù)顯示,這個數(shù)字超出了分析師237億美元的平均預(yù)期。Facebook稱其月活躍用戶達到了28.5億人,同比增長10%。分析師的預(yù)測數(shù)為28.3億。受此影響,公司股價盤后一度漲超6%。
對總部位于美國加利福尼亞州門洛帕克的Facebook來說,其家庭娛樂以及親人聯(lián)絡(luò)平臺的使用率在人們居家隔離時出現(xiàn)了激增。大型廣告商則將更多的營銷預(yù)算注入社交媒體網(wǎng)站,而小企業(yè)也加速了數(shù)字外展工作,以吸引潛在的客戶。
到目前為止,隨著新冠疫情的緩解,即便消費者的線下活動有所回歸,公司的業(yè)務(wù)也并未出現(xiàn)放緩跡象。Facebook稱,每支廣告的平均價格在第一季度同比上漲了30%,而且已經(jīng)發(fā)布的廣告數(shù)量亦增長了12%。
彭博行業(yè)研究(Bloomberg Intelligence)的分析師曼迪普·辛吉說:“廣告價格的規(guī)律非常明顯。這些廣告商可能是在看到這段時期的高參與和用戶增長之后聞風趕來”,他還表示,但“廣告價格或?qū)⒗^續(xù)維持上揚趨勢?!?/p>
Facebook的股價在紐約收于307.10美元,在營收報告發(fā)布之后的延續(xù)交易中飆升至328.40美元。其股價今年已經(jīng)上漲了12%,略高于標普500指數(shù)(S&P 500 Index)的增幅。
該公司稱,第一季度凈利潤增至95億美元,攤薄后每股盈利3.3美元。分析師預(yù)測其每股平均盈利為2.34美元。
在這一聲明中,F(xiàn)acebook表示,當前時期的銷售額將保持穩(wěn)定,或較第一季度有所加速,但也再次警告說,增長可能在2021年下半年停滯。與此同時,該公司再次提到了其廣告業(yè)務(wù)的潛在風險,因為蘋果公司(Apple Inc.)在iPhone和其他設(shè)備上設(shè)置了隱私限制,此舉可能會削弱這家社交媒體巨頭搜集用戶數(shù)據(jù)的能力,而該能力是其靶向廣告模式的動力源。
蘋果的iOs14.5版軟件更新將要求各大應(yīng)用程序在跟蹤用戶網(wǎng)絡(luò)活動行蹤前獲得用戶明確的許可。Facebook的高管稱,他們認為很多用戶將選擇拒絕跟蹤,這樣便會增加廣告客戶精確制定其外展宣傳活動的難度。
“這一更新會影響小企業(yè)有效使用其廣告預(yù)算的能力,我們依然對此十分擔憂?!笔紫攧?wù)官大衛(wèi)·維納在報告發(fā)布后的電話會議上說,“但即便如此,我們認為此舉對公司業(yè)務(wù)的影響將是可控的?!?/p>
Facebook表示,今年的支出范圍為700億美元至730億美元,較此前680億美元至730億美元的預(yù)測有所收窄。這家社交網(wǎng)絡(luò)還提到了對技術(shù)和產(chǎn)品人才、基礎(chǔ)設(shè)施以及消費硬件的投資。
Facebook的首席執(zhí)行官馬克·扎克伯格在電話會議上說,他對虛擬和增強現(xiàn)實的前景感到十分振奮,并認為這個領(lǐng)域?qū)⒊蔀橹悄苁謾C之后的下一個偉大科技平臺。扎克伯格稱,F(xiàn)acebook Oculus Quest 2頭戴設(shè)備的銷量一直都不錯,而且公司看到市場對其頭戴設(shè)備的興趣正在上漲,因為該設(shè)備無需連線。
該公司的其他營收門類包括廣告之外的產(chǎn)品,在本季度增長了146%,達到了7.32億美元。
扎克伯格還表示,在未來10年中,通過在眼鏡框中整合“超級計算機”來提供增強現(xiàn)實體驗,將是一個巨大的挑戰(zhàn)。Facebook正準備在年底推出“智能眼鏡”,但該產(chǎn)品還不會整合大量的增強現(xiàn)實功能。該技術(shù)將在真實世界中疊加數(shù)字影像和信息。
目前,F(xiàn)acebook一直在通過增強現(xiàn)實和購物這類迅速發(fā)展的服務(wù),來實現(xiàn)未來增長。公司已經(jīng)受益于其電商業(yè)務(wù)的興起,因為消費者越來越傾向于通過網(wǎng)購來避免實體店接觸新冠病毒風險。為了滿足這一需求,F(xiàn)acebook去年重新投資了其購物服務(wù),此舉讓零售商能夠向Facebook頁面或Instagram個人資料頁面上載其產(chǎn)品目錄。
然而,公司正面臨著巨大的監(jiān)管壓力,因為美國聯(lián)邦貿(mào)易委員會(U.S. Federal Trade Commission)和數(shù)十家州檢察官發(fā)起了反壟斷訴訟,旨在結(jié)束其對Instagram和 WhatsApp的收購。
今年3月,扎克伯格因為公司針對13歲以下兒童打造照片分享應(yīng)用程序Instagram兒童版的計劃,遭到了美國立法人員的嚴苛質(zhì)疑。因為這個年齡組當前被禁止使用Facebook的大多數(shù)平臺。
另外在今年早些時候,F(xiàn)acebook還宣布,公司將打造一系列新的音頻服務(wù),以便與推特(Twitter)和大熱初創(chuàng)企業(yè)Clubhouse這樣的社交媒體競爭對手開展競爭。音頻服務(wù)將包括可以讓用戶舉辦現(xiàn)場討論的虛擬房間,以及一個名為Soundbites的功能,能夠讓用戶像發(fā)照片或視頻一樣,在其消息中發(fā)布短音頻片段。
最近,F(xiàn)acebook一直在實驗不同的方式來提振其視頻廣告服務(wù),以吸引熱門社交媒體影響力人士,并與字節(jié)跳動旗下TikTok和Snap這類初出茅廬的對手展開競爭。該公司稱,通過其收入分享項目月入1萬美元的內(nèi)容創(chuàng)作者的數(shù)量在2020年增長了88%,而月入1000美元的創(chuàng)作者數(shù)量增長了94%。(財富中文網(wǎng))
譯者:馮豐
審校:夏林
零售商和其他廣告商一直在尋求獲取Facebook數(shù)十億用戶的注意力,受益于這一強勁需求,F(xiàn)acebook今年第一季度的銷售額增長48%,超出了分析師的預(yù)期。
4月28日,F(xiàn)acebook發(fā)布2021年一季度財報。數(shù)據(jù)顯示,其當季營收為262億美元。彭博社(Bloomberg)匯編的數(shù)據(jù)顯示,這個數(shù)字超出了分析師237億美元的平均預(yù)期。Facebook稱其月活躍用戶達到了28.5億人,同比增長10%。分析師的預(yù)測數(shù)為28.3億。受此影響,公司股價盤后一度漲超6%。
對總部位于美國加利福尼亞州門洛帕克的Facebook來說,其家庭娛樂以及親人聯(lián)絡(luò)平臺的使用率在人們居家隔離時出現(xiàn)了激增。大型廣告商則將更多的營銷預(yù)算注入社交媒體網(wǎng)站,而小企業(yè)也加速了數(shù)字外展工作,以吸引潛在的客戶。
到目前為止,隨著新冠疫情的緩解,即便消費者的線下活動有所回歸,公司的業(yè)務(wù)也并未出現(xiàn)放緩跡象。Facebook稱,每支廣告的平均價格在第一季度同比上漲了30%,而且已經(jīng)發(fā)布的廣告數(shù)量亦增長了12%。
彭博行業(yè)研究(Bloomberg Intelligence)的分析師曼迪普·辛吉說:“廣告價格的規(guī)律非常明顯。這些廣告商可能是在看到這段時期的高參與和用戶增長之后聞風趕來”,他還表示,但“廣告價格或?qū)⒗^續(xù)維持上揚趨勢。”
Facebook的股價在紐約收于307.10美元,在營收報告發(fā)布之后的延續(xù)交易中飆升至328.40美元。其股價今年已經(jīng)上漲了12%,略高于標普500指數(shù)(S&P 500 Index)的增幅。
該公司稱,第一季度凈利潤增至95億美元,攤薄后每股盈利3.3美元。分析師預(yù)測其每股平均盈利為2.34美元。
在這一聲明中,F(xiàn)acebook表示,當前時期的銷售額將保持穩(wěn)定,或較第一季度有所加速,但也再次警告說,增長可能在2021年下半年停滯。與此同時,該公司再次提到了其廣告業(yè)務(wù)的潛在風險,因為蘋果公司(Apple Inc.)在iPhone和其他設(shè)備上設(shè)置了隱私限制,此舉可能會削弱這家社交媒體巨頭搜集用戶數(shù)據(jù)的能力,而該能力是其靶向廣告模式的動力源。
蘋果的iOs14.5版軟件更新將要求各大應(yīng)用程序在跟蹤用戶網(wǎng)絡(luò)活動行蹤前獲得用戶明確的許可。Facebook的高管稱,他們認為很多用戶將選擇拒絕跟蹤,這樣便會增加廣告客戶精確制定其外展宣傳活動的難度。
“這一更新會影響小企業(yè)有效使用其廣告預(yù)算的能力,我們依然對此十分擔憂?!笔紫攧?wù)官大衛(wèi)·維納在報告發(fā)布后的電話會議上說,“但即便如此,我們認為此舉對公司業(yè)務(wù)的影響將是可控的。”
Facebook表示,今年的支出范圍為700億美元至730億美元,較此前680億美元至730億美元的預(yù)測有所收窄。這家社交網(wǎng)絡(luò)還提到了對技術(shù)和產(chǎn)品人才、基礎(chǔ)設(shè)施以及消費硬件的投資。
Facebook的首席執(zhí)行官馬克·扎克伯格在電話會議上說,他對虛擬和增強現(xiàn)實的前景感到十分振奮,并認為這個領(lǐng)域?qū)⒊蔀橹悄苁謾C之后的下一個偉大科技平臺。扎克伯格稱,F(xiàn)acebook Oculus Quest 2頭戴設(shè)備的銷量一直都不錯,而且公司看到市場對其頭戴設(shè)備的興趣正在上漲,因為該設(shè)備無需連線。
該公司的其他營收門類包括廣告之外的產(chǎn)品,在本季度增長了146%,達到了7.32億美元。
扎克伯格還表示,在未來10年中,通過在眼鏡框中整合“超級計算機”來提供增強現(xiàn)實體驗,將是一個巨大的挑戰(zhàn)。Facebook正準備在年底推出“智能眼鏡”,但該產(chǎn)品還不會整合大量的增強現(xiàn)實功能。該技術(shù)將在真實世界中疊加數(shù)字影像和信息。
目前,F(xiàn)acebook一直在通過增強現(xiàn)實和購物這類迅速發(fā)展的服務(wù),來實現(xiàn)未來增長。公司已經(jīng)受益于其電商業(yè)務(wù)的興起,因為消費者越來越傾向于通過網(wǎng)購來避免實體店接觸新冠病毒風險。為了滿足這一需求,F(xiàn)acebook去年重新投資了其購物服務(wù),此舉讓零售商能夠向Facebook頁面或Instagram個人資料頁面上載其產(chǎn)品目錄。
然而,公司正面臨著巨大的監(jiān)管壓力,因為美國聯(lián)邦貿(mào)易委員會(U.S. Federal Trade Commission)和數(shù)十家州檢察官發(fā)起了反壟斷訴訟,旨在結(jié)束其對Instagram和 WhatsApp的收購。
今年3月,扎克伯格因為公司針對13歲以下兒童打造照片分享應(yīng)用程序Instagram兒童版的計劃,遭到了美國立法人員的嚴苛質(zhì)疑。因為這個年齡組當前被禁止使用Facebook的大多數(shù)平臺。
另外在今年早些時候,F(xiàn)acebook還宣布,公司將打造一系列新的音頻服務(wù),以便與推特(Twitter)和大熱初創(chuàng)企業(yè)Clubhouse這樣的社交媒體競爭對手開展競爭。音頻服務(wù)將包括可以讓用戶舉辦現(xiàn)場討論的虛擬房間,以及一個名為Soundbites的功能,能夠讓用戶像發(fā)照片或視頻一樣,在其消息中發(fā)布短音頻片段。
最近,F(xiàn)acebook一直在實驗不同的方式來提振其視頻廣告服務(wù),以吸引熱門社交媒體影響力人士,并與字節(jié)跳動旗下TikTok和Snap這類初出茅廬的對手展開競爭。該公司稱,通過其收入分享項目月入1萬美元的內(nèi)容創(chuàng)作者的數(shù)量在2020年增長了88%,而月入1000美元的創(chuàng)作者數(shù)量增長了94%。(財富中文網(wǎng))
譯者:馮豐
審校:夏林
Facebook’s first-quarter sales rose 48%, surging past analysts’ estimates thanks to strong demand from retailers and other advertisers seeking to grab attention from the social network’s billions of users.
Revenue climbed to $26.2 billion, the company said on April 28 in a statement. That dwarfed the $23.7 billion average estimate of analysts, according to data compiled by Bloomberg. Facebook reported 2.85 billion monthly active users, a rise of 10%. Analysts projected 2.83 billion. Shares jumped more than 6% in late trading.
Menlo Park, Calif.-based Facebook, which also owns Instagram and WhatsApp, has seen a surge in use of its platforms for at-home entertainment and keeping up with loved ones while people have been stuck in lockdown. Larger advertisers have shifted more of their marketing budgets to social media sites, while small businesses ramped up digital outreach to tap potential customers.
So far, the company hasn’t seen a slowdown even as consumers return to more offline activities as the pandemic begins to subside. The average price per ad rose 30% in the first quarter from a year earlier, Facebook said, and the number of ads delivered notched up 12%.
“The beat was really pronounced in terms of ad pricing,” said Mandeep Singh, a Bloomberg Intelligence analyst. “They are probably coming towards the tail end of this stretch of high engagement and user growth,” he added, but “the ad pricing tailwinds should persist.”
The company’s shares, which closed at $307.10 in New York, jumped as high as $328.40 in extended trading following the earnings report. The stock has gained 12% this year, slightly ahead of the increase in the S&P 500 Index.
Net income in the March quarter rose to $9.5 billion, or $3.30 a share, Facebook said. Analysts on average had projected $2.34 in per-share profit.
In the statement, Facebook said sales in the current period will remain steady or accelerate from the first quarter, but repeated its caution that growth may stall in the second half of 2021. Facebook also again noted the potential risk to its advertising business as Apple Inc. adds privacy restrictions on iPhones and other devices that could chip away at the social media giant’s ability to collect user data, which powers its targeted advertising model.
Apple’s iOS 14.5 software update is requiring apps to get explicit user permission to track their activity across the web. Facebook executives have said they believe many users will opt out of this tracking, making it harder for advertising customers to precisely tailor their outreach campaigns.
“We continue to be concerned about the impact this update is going to have on the ability of small businesses to use their advertising budgets effectively,” Chief Financial Officer David Wehner said on a conference call after the report. “That said, we think the impact on our business will be manageable.”
Expenses for the year will be $70 billion to $73 billion, Facebook said, narrowing a prior forecast of $68 billion to $73 billion. The social network cited investments in technical and product talent, infrastructure and consumer hardware.
Facebook Chief Executive Officer Mark Zuckerberg said on a conference call that he is excited about the prospect of virtual and augmented reality, which he believes will be the next great technology platform after the smartphone. Sales of Facebook’s Oculus Quest 2 headset have been good, Zuckerberg said, and the company has seen more interest in the headset because it doesn’t have wires or cables.
Facebook’s “other” revenue category, which includes products outside of advertising, gained 146% to $732 million in the quarter.
Zuckerberg also said it will be a tremendous challenge over the next decade to fit a “super computer” into glasses frames to produce an augmented-reality experience. Facebook is preparing to release a pair of “smart glasses” later this year, but those won’t include a lot of AR features just yet. Augmented reality superimposes digital images and information onto the real world.
Facebook has been chasing future growth from burgeoning services like augmented reality and shopping. It’s already benefiting from the e-commerce boom as consumers increasingly turn to the web to avoid the risk of Covid-19 in person at brick-and-mortar stores. To meet that demand, Facebook last year reinvested in its shopping services, which let retailers upload product catalogs to their Facebook page or Instagram profile.
Still, the company is confronting significant regulatory pressures as the U.S. Federal Trade Commission and dozens of state attorneys general pursue antitrust lawsuits that seek to unwind its acquisitions of Instagram and WhatsApp.
Zuckerberg faced tough questioning from U.S. lawmakers in March over the company’s plan to build a version of photo-sharing app Instagram specifically for children younger than 13 -- an age group that is currently prohibited from using most of its platforms.
Earlier this month, Facebook announced it is building a series of new audio-focused products to compete with social media rivals such as Twitter Inc. and popular upstart Clubhouse. The audio products would include virtual rooms where users can host live discussions, and a feature called Soundbites that lets users post short audio snippets to their feeds like they would a photo or video.
Recently, Facebook has been experimenting with different ways to bolster its video-advertising offerings to attract popular social-media influencers as it competes with younger rivals such as ByteDance Ltd.’s TikTok and Snap Inc. Facebook has said the number of content creators earning $10,000 a month from its revenue-sharing programs grew 88% in 2020, while creators pulling in $1,000 a month grew 94%.