The most eagerly awaited IPO of the decade has just filed its S-1 statement (link). Some observations:
- Symbol: FB
- Proposed maximum aggregate offering price: $5 Billion
- 845 million monthly active users (MAU)
- 483 million daily active users (DAU)
- Users generated on average 2.7 billion Likes and Comments per day in Q4 2011.
- 100 billion friendships
- 250 million photos uploaded per day
- FB generated $3.7 billion in Revenue in 2011, up from $2 billion in 2010
- FB generated $1 billion in net income in 2011, up from $606 billion in 2010, a 40% growth rate, compared to the 165% growth rate from 2009's $229MM.
- EBIT margin peaked at 52.3% in 2010 ($1MM in EBIT on $2 billion in revenue), has since declined to 47.3% or $1.756Bn on $3.711Bn in Revenue
- $3.9 billion in cash and marketable securities
- Peaked model? - MAU additions peaked in 2010 when FB added 248MM to a total of 608MM; in 2011 it added 237MM to 845MM
- Zynga (ZNGA) accounts for 12% of Facebook's revenue
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