Diskussion zu Meta Platforms (früher Facebook Inc.) (Seite 180)

[charliebraun]

Antwort auf Beitrag Nr.: 58.987.827 von faultcode am 18.10.18 01:22:30

Zitat von faultcode: =>
In September 2016, Facebook admitted the that it overestimated video ad viewing time averages by up to 60 percent to 80 percent for two years because of a calculation error.

Es ging darum, daß FB's Zählmetrik nur Videos berücksichtigte, die mindestens 3sec angesehen wurden.

Facebook sagt: Fehler entdeckt im August 2016, dann behoben, gemeldet an Werbekunden im September. Die Kläger behaupten etwas anderes. Ich frage mal ganz naiv: Wer weiß es wohl besser?

Was mir v.a. auffällt, ist die undifferenzierte Hysterie um und das Aufbauschen von jeden(m) Fehler von Facebook, sei er auch noch so gering oder noch so weit in der Vergangenheit.

Ist ja Dein gutes Recht FB 10Y nicht anzugreifen, die Argumentation finde ich trotzdem daneben.
Und der jetzige DRAWDOWN von 29% kommt nicht von den Skandälchen, sondern vom extremen SANDBAGGING des CFO beim conference call.

[faultcode]

Antwort auf Beitrag Nr.: 58.987.827 von faultcode am 18.10.18 01:22:30

The Wall Street Journal -- Big Facebook shareholders back move to remove Zuckerberg as chairman

uuups - ich sehe gerade; auch von der Seite aus Druck:

https://www.marketwatch.com/story/big-facebook-shareholders-…

=>
...
Several public funds with holdings in Facebook Inc., including New York City’s pension funds, are backing a shareholder proposal to push out Chief Executive Mark Zuckerberg as chairman of the social-media giant’s board of directors.

The state treasurers of Rhode Island, Illinois and Pennsylvania, as well as the New York City comptroller are joining the shareholder proposal previously filed by Trillium Asset Management in June, the state officials said in a release on Wednesday.

The announcement has no practical effect on Zuckerberg and his position as both CEO and chairman because he has a lock on the bulk of Facebook’s supervoting shares, each of which gives him 10 times the votes of average shareholders. According to Facebook’s latest proxy, his share of the voting power among Facebook investors was 59.9%.

Still, the news heightens scrutiny of the company’s corporate governance after a string of missteps and controversies, and reflects a view among at least some investors that Zuckerberg needs additional support guiding the company.


--> die Symbolik ist das, was hier zählt

[faultcode]

facebook hat ein Problem mit der Glaubwürdigkeit...

=> das Dumme daran:
• nicht zum ersten Mal

..oder konkreter gesagt:
• Mark Zuckerberg
und seine Aufpasserin mit leichtem Hang zur überzogenen Selbstdarstellung:
• Sheryl Sandberg ("Lean In")


17.10.
Facebook knew it was misreporting video ad data a year before telling clients and was underestimating the problem, lawsuit says
https://www.cnbc.com/2018/10/17/facebook-lawsuit-alleges-it-…

-- Facebook claimed that it had overestimated ad viewing time averages by 60 to 80 percent, but the lawsuit says the actual miscalculation was 150 to 900 percent.
-- The company also knew about the issues for more than a year before reporting it to advertising clients, the lawsuit states.


=>
In September 2016, Facebook admitted the that it overestimated video ad viewing time averages by up to 60 percent to 80 percent for two years because of a calculation error.

--> baloney:
• als ob man mit JavaScript und Co. nur ungefähre Angaben machen könnte


=> egal was die vermeintlich günstigen Fundamentaldaten sagen, hier drohen sehr konkret ~USD120 auf mittlere Sicht


=> und langfristig noch weniger (es ändert sich ja nichts - jedesmal sagt fb: "wir reparieren's", und dann passiert laaaaange Zeit in Wahrheit gar nichts...)


=> der bisherige Drawdown von ~-29% spricht ne deutliche Sprache


--> ich halte fb auf Sicht 5...10Y nicht mehr für unangreifbar

--> sie sind selber aufgrund der Fehler anderer groß geworden, und bis dahin nutzen andere die Fehler von Zuckerberg & Sandberg aus


=> Mark Zuckerberg scheint sich zunehmend eine hartnäckige Unbelehrbarkeit zugelegt zu haben; mMn v.a. in seinem Bestreben "zu viel" gleichzeitig zu wollen aufgrund seiner ausgeprägten Wettbewerbsorientierung

[springbok]

Antwort auf Beitrag Nr.: 58.965.990 von springbok am 15.10.18 22:56:09

Die Zukunft von FB ist bis 2020 auf einem goldenen Teppich gelagert.

Disney earlier this year to become the largest entertainment company in the world, many analysts completely missed the point. Because Netflix could be just the start of something much larger.

Just like AOL, Amazon and Netflix built their wealth off of the Internet, this “Next Gen” opportunity is building its base off of the Internet, Netflix, Cable, and much more.

With PwC estimating media will be worth an estimated $2.2 trillion by 2021, and Netflix taking home $11 billion in revenue last year, that leaves $2.189 trillion left over!

So you can see that Netflix is far from the future of entertainment. It’s only a small piece of the pie." target="_blank" rel="nofollow ugc noopener">
A Foolish Take: Facebook's Video Ad Revenue Could Top $10 Billion by 2020
The company should remain the top dog in social video ads.
Leo Sun (TMFSunLion)
Oct 15, 2018 at 12:00PM
Facebook (NASDAQ:FB) has been under fire for a string of security breaches, but it remains the second-largest online ad platform in America after Alphabet subsidiary Google, according to eMarketer. The research firm also recently reported that Facebook was the top platform for social network video ads, and that its U.S. video ad revenue (including Instagram) could surge from $6.8 billion this year to $10.2 billion by 2020.

Facebook's estimated U.S. video ad revenues.
DATA SOURCE: EMARKETER. CHART BY AUTHOR.

eMarketer expects Facebook's closest competitors, Twitter and Snap subsidiary Snapchat, to only generate $744 million and $724 million in video ad revenue, respectively, in 2020.

Facebook's growth should be supported by ventures like Facebook Watch, the video platform it launched just over a year ago, and Instagram TV (IGTV), which was unveiled this past summer. Facebook also sprinkles video ads across its core social network, Messenger, Instagram, and the Audience Network, which feeds ads to third-party apps and websites.

And make no mistake – it is coming.


Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Leo Sun owns shares of Facebook. The Motley Fool owns shares of and recommends GOOGL, GOOG, Facebook, and TWTR. The Motley Fool has a disclosure policy.

Forget Netflix! This Next Gen Opportunity Could be 23X Bigger
When Netflix briefly passed Disney earlier this year to become the largest entertainment company in the world, many analysts completely missed the point. Because Netflix could be just the start of something much larger.

Just like AOL, Amazon and Netflix built their wealth off of the Internet, this “Next Gen” opportunity is building its base off of the Internet, Netflix, Cable, and much more.

With PwC estimating media will be worth an estimated $2.2 trillion by 2021, and Netflix taking home $11 billion in revenue last year, that leaves $2.189 trillion left over!

So you can see that Netflix is far from the future of entertainment. It’s only a small piece of the pie.

[springbok]

Antwort auf Beitrag Nr.: 58.965.846 von springbok am 15.10.18 22:38:52

Keine Ahnung wo die bezahlte Reklame unter dem Bericht herkommt.

Aber sie ist eine neue Einkommen - Quelle von CNN.

Gruss Springbok

[springbok]

Sorry mus einen Fehler gemacht haben.

https://edition.cnn.com/2018/10/15/success/priscilla-chan-bo…

Gruss Springbok

[springbok]

Madam Chan die Fau von Mr. Zuckerberg.

" target="_blank" rel="nofollow ugc noopener">https://edition.cnn.com/2018/10/15/success/priscilla-chan-boss-files-interview/index.html

Was für eine grossartige erfolgreiche Story und man muss sie echt lesen.

Gruss Springbok

[Popeye82]

Antwort auf Beitrag Nr.: 58.952.970 von charliebraun am 14.10.18 02:57:31

Denken Sie dass Dr. SuckaBööööörg jetzt KnastAlert hat??

Gewichtelt wird: Seife.

[Mike-Foxtrott]

Facebook comes in second, and not simply for the role they’ve played in Russiagate. The firms’ unfettered and enthusiastic raping and selling of customer data has not simply shown no ethical constraints, but we now know Facebook actively markets its user data to scammers. Not via the web – dark or otherwise – but by sending sales reps to scammers’ convention and closing deals in person. The public trust has been lost. The question in my mind isn’t will Facebook be eclipsed and displaced by a rival, but will there be prison time for some of its executives?


https://www.zerohedge.com/news/2018-10-13/america-sears-goog…

[Mike-Foxtrott]

Das zensieren konservativer User auf dem Fratzbuch hat Methode:


https://www.thegatewaypundit.com/2018/10/exclusive-clash-dai…

..demnächst ist Schluss damit:


https://qntmpkts.keybase.pub//
(10 Sekunden warten, bis sich die Seite aufbaut)


Zugger, Jack und Konsorten werden den Sturm nicht überstehen.