The next slide informed us that 70% of Facebook users are outside the United States, which we found surprising. More evidence that the world is more connected than ever before, which is mostly good but sometimes bad (previous related posts: Stocks Zig, Zag basics? Psychology Wild Card – Still Out There is good news for visitors.) July took 500000000 Facebook users Facebook Statistics on the company (which had not previously viewed). The “stats” page contains all the information and is worth a look for anyone, at least somewhat interested in what happens to social media. The Guardian 07/21/10 The United Kingdom shared a few statistics:
• “with your user data, Facebook members who used the site last month: 500 million that he says, half use the site daily, and an average of 34 minutes. 150 million mobile users to access the site.”
Placement of the 500 million figure in perspective, this means that 7% of the total estimated world population (from Wikipedia: the world’s population is currently estimated at 6.868 billion in the United States Census Bureau.) “Interesting, if not alarm, Sidebar is a graphic Wikipedia highlighting current and UN world population of the three proposed scenarios:
Please note that eBay (EBAY) maintains about 30% of Skype after the sale of a majority investor consortium in 2009. It is still seen as an eBay power undervalued. As for Facebook, we holdout until not too long ago. Finally jumped on board primarily for the sake of sharing / see photos and more in touch with friends there. You can see why users on the site 500000000: a community site built messages, photos, events, etc. work very well. Plus, Facebook is available almost anywhere (home, office, mobile). We also created a Facebook “page” of the common stock $ ense to Facebook users, “like” – as our Twitter feed, share items of interest are frequently published in the CS $. Facebook and Twitter are suitable for the exchange of information around the world, be it business, personal, educational or other purposes.
So maybe this week, the news of the Silicon Alley Insider that “time spent on Facebook,” than Google (GOOG) and Yahoo (YHOO) is not all that surprising? In Silicon Alley Insider, a chart of the day (comScore / SCOR data):
The short answer is: while Facebook continues to increase, and Google is also great strides in many areas, despite fears of a maturing search market, I think the game is still on Yahoo. Why? Key “channels” such as Yahoo News, Yahoo Finance and Yahoo Sports is a daily must read for millions of Internet users and advertising platform to an entirely different world of Mega Brands, such as Facebook. Yahoo Mail remains a major channel of advertising as well.
But there is also the story of the great balance of solid free cash flow and value their own interests at international properties. We are willing to buy more shares at current levels. That said, I would like to have some Yahoo insiders can also acquire shares (and not always unloading shares).