Interesting observations about the value of social+mobile.
In January, the number of daily active users on Facebook (s fb) finally accessing the service from mobile devices surpassed those accessing it from the desktop, making it clear that Facebook had truly become a mobile company. As we wrote at the time, succeeding on mobile was no longer an option — it was an inevitability. But up until this quarter, the question of whether ad revenue would follow those users to the phones was a lot less clear, leading to more questions from investors as to whether Facebook could succeed with mobile ads.
But Facebook’s second-quarter numbers on Wednesday, which trounced analyst expectations and sent the stock up 19 percent to $31 in after-hours trading, are the numbers that investors were looking for when it comes to proving Facebook could make money on mobile.
Just a year ago, Facebook had hardly any mobile ad products at all, but in the second quarter earnings presented…
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