Thursday, October 25, 2012

Facebook's Trading Desktop Ad Dollars for Mobile Dimes

Facebook‘s (FB) Q3 results showed a lot of growth in their mobile ad revenue – and a decline in their desktop ad revenue.
Mobile ad revenue was $152 million in the quarter.  This means that their desktop ad revenue was $933 million.  That’s the first time there’s been a contraction in their desktop ad revenue since they started publicly reporting the data — other than the seasonal shrinkage in Q1.

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