Tue, 07/29/2014 – 12:57 by Last week Facebook
released very favorable Q2 2014 earnings. Today Twitter followed with
an impressive quarter of its own, handily beating financial analysts’ estimates. In after hours trading Twitter is up more than 30%.
Below is a recap of all the relevant mobile numbers from both releases.
Facebook:- Total revenue: $2.91 billion
- Total ad revenue: $2.68 billion
- Mobile ad revenue: 62% or $1.66 billion
- Mobile monthly active users: 1.07 billion (vs. 1.32 billion total)
- Mobile daily active users: 654 million (v. 829 million total)
Facebook made, on average, $1.25 in Q2 ad revenue per monthly active mobile user.
Twitter: - Total revenue: $312 million
- Ad revenue $277 million
- Mobile ad revenue: 81% of total or $224 million
- Mobile active users: 211 million (out of 271 monthly active users total)
Twitter made, on average, $1.06 in Q2 ad revenue per mobile active user.
What’s remarkable is that two of the largest US internet companies gain well over 50% of their ad revenues — in Twitter’s case it’s over 80% — from mobile distribution. This is both a metaphor for and direct evidence of the importance of mobile.
Unlike many of their peers, Facebook and Twitter are platforms/publishers much more directly aligned with their users’ behavior.
