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Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
Kerner Slides - DM Event Facebook Valuation
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Kerner Slides - DM Event Facebook Valuation

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Transcript

  • 1. DeMatteo Monness Event – Valuing facebook Lou Kerner Presentation, March 20 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
  • 10. Zuckerberg‟s Law
  • 11. The New Media Paradigm
  • 12. Leading Facebook Brands Source: FanPageList, March 2012
  • 13. Facebook‟s Frictionless Sharing Introduced at f8 Sept., 2011
  • 14. Immediate Impact ofFrictionless Sharing on Spotify MAUs
  • 15. Long Term Impact of Frictionless Sharing on Spotify MAU‟s
  • 16. OMGPOP‟s Draw Something
  • 17. Draw Something Highlights Facebook‟s Virality
  • 18. eCommerce Sites Born of the Siloed Internet Source: Internet Retailer, Top 25 eCommerce Sites, 2011
  • 19. eCommerce Sites Born Social 30.0% 25.1% 25.0% 23.0% 23.1% 20.9% 20.1%Upstream Traffic Generation 20.0% 18.3% 17.8% 15.0% Google 13.5% Facebook 10.0% 5.0% 0.0% Fab.com Threadless Modcloth Etsy Source: Alexa, March 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 @loukernerlou@socialinternetfund.com Disclosure: Lou Kerner owns shares of Facebook

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