Facebook v Google: Revenue Wars
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Transcript of Facebook v Google: Revenue Wars
Facebook vs. Google: Money Talks
Performance Reporting
Facebook released their Q4 and full year 2013 earnings on the 29th Jan, and Google did the same on the 30th Jan, presenting a great opportunity to compare the two in terms of revenue.
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What we found out
Facebook have reached 1.2 billion monthly active users, with more than 556 million mobile users daily – but we’re going to focus purely on revenue in this deck.
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Revenues
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Facebook Revenue
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$943 $872 $992 $1,086 $1,329 $1,245
$1,599 $1,798
$2,344 $188 $186
$192 $176
$256 $213
$214 $218
$241
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013
In m
illi
on
s
Facebook Advertising Facebook Other Revenue
Google Revenue
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$10,174 $10,225 $10,525 $10,860 $12,076 $11,902 $12,061 $12,542
$14,073
$410 $420 $439 $666
$829 $1,049 $1,046 $1,230
$1,647
$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013
In M
illi
on
s
Google Advertising Google Other Revenue
Facebook v Google – Raw Numbers
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$1,131 $1,058 $1,184 $1,262 $1,585 $1,458 $1,813 $2,016 $2,585
$10,584 $10,645 $10,964 $11,526
$12,905 $12,951 $13,107 $13,772
$15,720
$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013
Facebook Google
Quarter By Quarter Change
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-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Reve
nu
e Pe
rcen
tag
e C
han
ge
By Q
uart
er
Facebook Google
Q4 2011 – Q4 2013 Change
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129% 49% Facebook Google
Advertising Advertising Other Revenue
Other Revenue
149% 28% 38% 302%
Growth Post IPOs
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Revenue Post-IPO
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A B C D E F G H I J L M
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
Q1 Q2 Q3 Q4 Q5 Q6 Quarters since respective IPOs
Facebook Advertising Facebook Other Google Advertising Google Other
Watch this space as the battle continues!
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www.datify.co.uk [email protected]
@datifyuk 01733 865094