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Facebook Q3-2012 Concall: On Revenue, New Launches, ARPU & Mobile Monetization

Facebook reported revenues of $1.26 billion for the quarter ended 30th september 2012, up by 7% from its Q2 2012 revenue of $1.18 billion and up by 32% from the $954 million in revenue reported in Q3 2011. Here are some notes from the Facebook’s first Investor conference call: - Number of Users: Mark Zuckerberg, Facebook CEO said that Facebook ended the quarter with 1.01 billion monthly active users (MAUs), up % from 955 million MAUs from the previous quarter and a 26% YoY increase. Daily active users (DAUs) were at 584  million on average for the quarter, up 5.8% from 552 million DAUs in the previous quarter and a 28% increase YoY from 457 million DAUs in the same quarter last year. Mobile MAUs were 604 million during the quarter, up 11.23% from 543 million MAUs in the previous quarter and an increase of 61% YoY from 376 million MAUs in the same quarter last year. Zuckerberg said that Facebook witnessed an increase in the number of users from all key countries during the quarter with Brazil, India and Japan being key contributors to their growth in daily users. - On Facebook as a platform: Facebook CEO, Mark Zuckerberg talked about the company;s three pillar strategy - building a ubiquitous mobile product, building a platform so that every new app that gets created can be social and enable people to share and building a strong monetization and economic engine. He mentioned that people on mobile are already more engaged than people on desktop and that mobile users are 70% more likely…

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