Facebook v Google: Revenue Wars

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Facebook vs. Google: Money Talks

description

With Facebook and Google releasing their Q4 2013 earnings just a day apart, we thought now would be a great time to compare the revenue of these two digital advertising behemoths. In the below deck, we've outlined the revenues of Facebook & Google over the last year or so, analysing their growth rates comparatively. We've also gone a bit further back in order to compare Google's first 6 quarters post-IPO to Facebook's to show the difference in growth rate. Whilst 2004 was a very different time to now, this is still an interesting comparison of the two big-players at a similar stage in their developments.

Transcript of Facebook v Google: Revenue Wars

Page 1: Facebook v Google: Revenue Wars

Facebook vs. Google: Money Talks

Page 2: Facebook v Google: Revenue Wars

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

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Facebook Advertising Facebook Other Revenue

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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

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Google Advertising Google Other Revenue

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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

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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

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Facebook Google

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Q4 2011 – Q4 2013 Change

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129% 49% Facebook Google

Advertising Advertising Other Revenue

Other Revenue

149% 28% 38% 302%

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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

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Watch this space as the battle continues!

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