USインターネット企業の決算書「競合」欄メモ-Facebook-

2.Facebook

時価総額:約$332B
売上:約$18B
営利:約$6.2B

DAUは10億人超え、モバイルのDAUは900万人以上(共に2015年12月時点)
収益源は主に広告。と決済サービス。

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DAUの成長が綺麗。こんだけ大きなサービスになってもまだ全世界で毎四半期成長し続けて3年。

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こちらは売上。
黒が広告、グレーが決済その他の売上となっています。

競合

Companies that offer products that replicate the full range of capabilities we provide. For example, Google has integrated
social functionality into a number of its products, including search and Android, as well as other, largely regional, social
networks that have strong positions in particular countries.
• Companies that develop applications, particularly mobile applications, that provide social or other communications functionality, such as messaging, photo- and video-sharing, and micro-blogging.
• Companies that provide web- and mobile-based information and entertainment products and services that are designed to engage people and capture time spent on mobile devices and online.
• Traditional, online, and mobile businesses that provide media for marketers to reach their audiences and/or develop tools and systems for managing and optimizing advertising campaigns

by Facebook Annual Report

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