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发帖数: 10416 | 1 Goldman said contacts are reporting increasing mobile budgets and a
significant uptick in CPM which should result in Facebook reporting upside
to consensus mobile forecasts.
For 4Q13, The firm expects Facebook to report ad revenue of $2.16B vs
consensus of $1.99B and mobile ad revenue of $1.14B vs consensus of $984M.
However，For 1Q14, they forecast ad revenue to decline 8% qoq to $2.00bn, vs
. consensus at -6% to $1.88bn； mobile ad revenue of $1.09bn, -4% compared
with consensus of $1.03bn, +4%. |
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