5:47 PM From Facebook's Q3 call and earnings slides: Instagram registered users surpass 100M, up from 27M at time of acquisition. Ad impressions +27% Y/Y, ad prices +7%. North America 50% of revenue, ad prices +20%, offset some by lower impressions due to mobile shift. Ad prices fell in Europe, up slightly in Asia. North American ARPU still dwarfs faster-growing regions. News feed ads on $4M/day run rate, 3/4 of that from mobile. Zynga (ZNGA) was 43% of Payments revenue, down from 52% in Q2. Headcount +9% Q/Q. FB +10.4% AH. (webcast, live blog, slides - PDF) (Read the comments on this)
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