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.

Read the full post in Forbes

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Why Facebook Needs To Be Deathly Scared Of Pinterest

Remember Pinterest?

Have you used it lately? Lots of people are.

Read the full post in Forbes

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Despite Rosy Q3 Results, These Are The 11 Most Serious Questions Still Facing Facebook

Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward.

Read the full post in Forbes

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3 Ways Facebook Can Earn Wall Street’s Respect

Talk with @JeffMacke on $FB earnings on tap for tonight:

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Why Google Could 'Disappear' in 5 Years

My discussion today on @SquawkStreet about the challenges mobile presents to $GOOG:



[Long YHOO & AAPL]

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Why The Search For the Next Facebook - or the Next Steve Jobs - is Fruitless

We are in a neverending hunt to find the "next Facebook" or the "next Steve Jobs." We never will. Here's where we should be looking instead.

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Instagram is the Lycos of Mobile Photo Sharing

Instagram is a great app.

It is the easiest and most fun way to share an a photo on a mobile device — as of right now.

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What's Up With 'Big Data'?

NEW YORK (TheStreet) -- One of the myths of the last two years in technology is that "big data" is going to allow all these amazingly personalized services for us.

It hasn't happened.

Katie Roof, a journalist, tweeted the other day: "I get random roofing companies following me on Twitter... Roof is really my name..."

Read the full post in TheStreet

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Here's My Fix for Facebook: Make Facebook a Subsidiary of Instagram With Zuck Reporting to Systrom

How could you radically remake Facebook into a mobile company? Make it a subsidiary of Instagram with Kevin Systrom running it.

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Give 'Superman' A Chance at Yahoo!

Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.

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Facebook's MySpace Moment: Why Twitter Is Already Bigger Than Facebook

Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits.

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Beware of the Facebook Rebound Says Jackson

My chat with Macke about the coming Facebook head-fake:

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Would an Apple & Twitter Marriage Be a Match Made in Heaven?

My chat with Macke on why I love Twitter - and why Apple should buy it:

[Long AAPL]

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Apple's 10 Biggest Mistakes Since Steve Jobs Returned

Apple has made an almost perfect string of decisions since Steve Jobs returned to the company in the 90s. What are its 10 biggest mistakes over that time period?

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Yahoo!'s Culture Problem? It's Already Fixed

For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.

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Twitter is Now Twice as Big as Facebook - Here's Why

Katy Finneran of Bloomberg just tweeted that “Twitter’s 2012 mobile ad revenue exceeds Facebook‘s 2012 mobile ad revenue, $129.7 million to $72.7 million.” These numbers are eMarketer.

That’s huge news.  It essentially means that Twitter is now a bigger company than Facebook.  Here’s why.

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Mark Cuban Is Wrong: Facebook's Ebersman, Zuckberg and Thiel Were Short-Sighted

NEW YORK (TheStreet) -- Andrew Ross Sorkin set off a firestorm in the tech blogosphere/echo chamber earlier this week with his New York Times' DealBook column asserting that Facebook(FB_) CFO, David Ebersman, was most responsible for Facebook's debacle of an IPO three months ago.

Well, the Facebook apologists have got their backs up on that one.

This creative Tumblr post took Sorkin's words and edited them to portray how brilliant Ebersman was.

Many folks on Twitter (and at TheStreet) said Ebersman was "not solely" to blame.

Others reminded us of the technical glitches of Nasdaqand how that caused the whole stock to get off on the wrong foot with investors "which cannot be quantified."

Then, Mark Cuban weighed in via WSJ's Marketbeat blog.

To blame Ebersman, Cuban says, is "180 degrees wrong."

Read the full post in TheStreet

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Why Sorkin is Right About Ebersman Blowing the Facebook IPO -- And What That Says About Zuckerberg

Andrew Ross Sorkin penned a piece last night blaming Facebook(FB) CFO, David Ebersman, for being responsible for the IPO fiasco.

Facebook CFO David Ebersman (Image credit: Getty Images via @daylife)

Sorkin gets it exactly right.

Read the full Forbes post here.

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Why Peter Thiel Should Be Ashamed - And Resign From Facebook's Board Immediately

I don't have a problem with Peter Thiel selling his Facebook shares. I have a problem with him continuing to serve as a director and selling his shares

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Why Facebook, Zynga, and Groupon All Should Have IPO'ed Two Years Ago Instead of Waiting

Unlike the experts who believe Facebook, Zynga, and Groupon should have waited to IPO, I think the companies' rocky results as a public company show they should have gone public much sooner than they did.

Read the full Forbes post

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