I’ve recently posted my thoughts on Facebook’s newly-filed S-1 and what its detail means about the social giant’s mobile strategy, excerpt below:
Amidst the scramble for numbers in EDGAR lookups in the wake of Facebook’s S-1 filing, I think we’re learning something fundamental about Facebook’s strategy from its submitted documentation; mobile is a potential Achilles heel. Reviewing the S-1, while chock-full of interesting facts and figures, it was this statement that raised questions for me:
“Growth in use of Facebook through our mobile products, where we do not currently display ads, as a substitute for use on personal computers may negatively affect our revenue and financial results;”
Sounds like a problem – the biggest-news IPO in Silicon Valley is essentially admitting it’s concerned with its prospects for monetizing mobile users. This is a growing group among in any service and a self-admittedly larger and larger portion of Facebook’s valuable MAUs. This is a problem, especially if mobile continues to grow; it will
Read my full post on the Altimeter Group Blog here.
Media coverage of this story:
San Jose Mercury News, “O’Brien: Facebook has become financial giant, but not an invincible one
Venturebeat speculates on a “Facebook Phone”
“
Like this:
Like Loading...
Pingback: Satmetrix Adds Social Media Measurement to Net Promoter | Thought Experiments