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Lk facebook call 040312

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  • 312mm
  • 377mm, about 20% higher than the brands
  • Transcript

    • 1. Valuing FacebookLou Kerner, April 3 2012
    • 2. Emergence of The Siloed Internet Started: September 1993 (“Eternal September” –AOL Connected to The Internet) 1995 Amazon Launched Walmart Entered It‟s 50th State 2001 Walmart.com launched Sources: Wikipedia, Walmart
    • 3. Emergence of The Social Internet
    • 4. Emergence of The Social Internet Started: September 2006 Facebook Introduced the Newsfeed Massive User Rebellion May 2007 Facebook Opens It‟s API Sources: Wikipedia
    • 5. Facebook Dominates (Almost) Everywhere Source: ComScore, Jan. 2012
    • 6. 500% Growth In Japan Since YE2010 Source: Facebook, March 2012
    • 7. Facebook Tracking to 1 Billion Users Source: iCrossing, Jan. 2012
    • 8. Facebook Leads In Engagement Too
    • 9. Facebook is Dominating Time Spent Source: Citi Investment Research, Nov. 2011
    • 10. Zuckerberg‟s Law
    • 11. The New Media Paradigm
    • 12. Largest Brand Owned Audiences Source: FanPageList, April. 2012
    • 13. Largest Celebrity Owned Audiences Source: FanpageList, April 2012
    • 14. People Rule on The Social Internet Facebook Fans16.0 15.014.0 12.512.010.0 8.0 6.0 5.3 4.0 2.0 0.0 Lebron/Dwayne NBA Miami Heat Source: FanpageList, April 2012
    • 15. Facebook‟s Frictionless Sharing Introduced at f8 Sept., 2011
    • 16. Immediate Impact ofFrictionless Sharing on Spotify MAUs
    • 17. Long Term Impact of Frictionless Sharing on Spotify MAU‟s
    • 18. eCommerce Sites Born of the Siloed Internet Source: Internet Retailer, Top 25 eCommerce Sites, 2011
    • 19. eCommerce Sites Born Social 30.0% 28.1% 24.6% 25.0% 24.1% 22.4% 20.5%U 20.0%ps 18.5%t 17.4%ream 15.0% FacebookTr 13.3% Googleaffic 10.0% 5.0% 0.0% Fab Threadless ModCloth Etsy Source: Alexa, April 2012
    • 20. Facebook‟s Slowing Revenue Growth
    • 21. Daily Active User (DAU) Growth Outpacing Ad Growth
    • 22. Facebook Q4 „11 CPC Increase Source: Nanigans, January 2012
    • 23. Social Network Usage Is Increasingly Mobile Source: Pandora S-1, Twitter, Facebook, KPCB
    • 24. Facebook S-1 Statement“We had more than 425 million MAUs whoused Facebook mobile products inDecember 2011. We currently do not showads or directly generate any meaningfulrevenue from users accessing Facebookthrough our mobile products, but we believethat we may have potential futuremonetization opportunities such as theinclusion of sponsored stories in users‟mobile News Feeds.”
    • 25. EdgeRank Is Facebook‟s PageRank
    • 26. Reach Generator Will Be Big
    • 27. Facebook Forecast
    • 28. Facebook Valuation
    • 29. Facebook Risks• Monetization of mobile• Platform risk – the majority of Fscebook log ins could happen on an Android device as soon as 2015• Government intervention around the wrold due to privacy and/or monopoly concerns• Nothing is constant but change
    • 30. Facebook - Additional Upside
    • 31. Lou Kerner @loukerner (o) 212-833-9926 lou@socialinternetfund.comDisclosure: Lou Kerner owns shares of Facebook and Klout

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