Thursday, October 25, 2012

FB: Facebook Remains A Short As New Products Send Costs Soaring

Facebook Remains A Short As New Products Send Costs Soaring
by Stone Fox Capital

After the close on Tuesday, Facebook (FB) reported earnings for Q3 2012 that generally beat the reduced expectations of the market. Investors though need to be careful, the company still focused on monthly active users (MAU) and not total usage. The real story isn't the monetization of active users, but rather the ability to keep those users active on the platform. read more »

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FB: Facebook Rallies On Impressive Results

Facebook Rallies On Impressive Results
by Bill Maurer

On Tuesday afternoon, Facebook (FB) reported its fiscal third quarter earnings. The company beat on both the top and bottom line, and some internal numbers appeared to be very good. That sent shares soaring on Wednesday, finishing the day up 19%. With Facebook shares having their best day since going public, the entire space rallied, something that hasn't happened much. After this report, analysts seemed very willing to jump on the Facebook train, and investors may not be as concerned now about upcoming lockup expirations. read more »

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