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qingchengshan

Facebook investors eye mobile earnings   

Analyst Colin Sebastian scrutinizes Facebook's earnings report and the potential for mobile advertising.

 

 

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The big problem for Facebook was mobile -- fixing its mobile problem. Seems like they¡¯ve done that, but what we¡¯ve heard from Google is that mobile advertising is a lot less lucrative. What do you think?

Well, it¡¯s clear that the mobile is the single largest growth driver online today and Fabcebook¡¯s mobile applications are very good fit for smart phones, for tablets. So from users¡¯ experience, Facebook is in a very positive situation with regards to mobile. But actually shifting advertizing dollars to mobile takes a little bit more time, and that¡¯s the challenge Facebook and Google and other platforms have right now.

Yeah, that¡¯s right. I guess everyone sort of fix on that old pricing model when it was about banners, this is a sort of different universe. Is Facebook in a better position in terms of mobile advertising? Is that how they make their money? Is it in a better position than Google is?

I wouldn¡¯t say they are in a better position. I think Google, you know, is in a unique position given the course search engine and data that it gets from all of, everyone¡¯s searches. Facebook has significant treasure trivia of personal data about people as well. So in a different way through its mobile apps Facebook can serve very well apps to people when they are on the go. And so I think each platform individually has enormous potential on mobile.

Colin, what do you want to hear from Zackerberg and the executives today? We know they are gonna give their earnings report. Could you tell me what you expect if you are on a higher or a lower. But what do you want to hear from them, in particular about some other sort of developments in products? What¡¯s gonna be key for investors?

Well, investors certainly focus on high level user matrix, so continuing growth in the overall registered user, monthly user volumes, a lot of it is coming from emerging markets. Increasing engagement, so a higher number of daily users as well. But also on the product side, news-feed revenues, that¡¯s their recent innovation of the ad formats, and of course in mobile, seeing that mobile continues to be a larger portion of revenues and this helps driving commercial growth which is being certainly one of the bright spots over the past two quarters.

ÐìÐÀçâ

The big problem for Facebook was mobile,fixig its mobile problem,seems like they've done that but what we heard from Google is that mobile advertising is a lot less lucrative,what do you think?
Well,it's clear that mobile is the single largest growth driver online today.And Facebook's mobile applications are very good fit for smart phones,for tablets,so from users experience facebook is in a very positive situation with regards to mobile.But actually shifting advertising dollars to mobile takes a lot bit more time and that's the challenge Facebook,Google and other platforms have right now.
Yeah,that's right.I guess everyone will sort of fix on that all pricing model when it's about banners.This is a sort of different universe.Is Facebook in a better position in terms of mobile advertising?Is that how they make money?Is it in a better position than Google is?
I wouldn't say they are on a better position.I think,google,you know, in its unique position,giving the core search engine and data from everyon's searches.Facebook has significant treasure triva of personal data about people as well.So in a different way,through its mobile apps,Facebook can serve very relevant ask to people when they are on the go and so I think each platform individually has enormous potential on mobile.
Colin,what do want to hear from Zac and the executives today,we know that they are going to give their earnings report,could you tell me what do you expect if you are on the higher and lower,but what do you want to hear from them in particular about some of this sort of development of some products?What can be key for investors?
Well,investors certainly focus on high level user metrics,so continuing growth in the overall registered users,monthly user volumes,a lot of it obviously coming from emerging markets,increase in engagement,so a high number of daily users as well.But also on the products side,newsfeed revenue,that's their recent innovation in the ad formats.And of course for mobile,seeing that mobile continues to be a large portion of revenues and this helps driving comensal growth which has been certainly one of the bright spots over the past two quarters.

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KinslyYu

[Homework] [ÉÌÒµÐÂÎÅ] 2013-07-30&08-01 Facebook²Æ±¨³¬Ô¤ÆÚ Òƶ¯ÒµÎñÁ¢´ó¹¦
The big problem for Facebook was mobile. Fixing its mobile problem, it seems like they¡¯ve done that. But what we heard from Google is that mobile advertising is a lot less lucrative. What do you think?
Well, it¡¯s clear that mobile is the single largest growth diver online today, and Facebook¡¯s mobile applications are very good fit for smart phone and for tablets. So from users¡¯ experience, Facebook¡¯s considered a very positive situation with regards to mobile. But actually shifting advertising dollars to mobile takes a little bit more time, and that¡¯s the challenge that Facebook, Google and other platforms have right now.
Yeah, that¡¯s right. I guess everyone will sooner fix on that all pricing model when it¡¯s about banners. This is a sort of different universe. Is Facebook in a better position in terms of advertising? Is that how they make money? Is it in a better than Google is?
I wouldn¡¯t say they are in a better position. I said Google, you know, in its unique position, giving the course search engine and data that gets so from all of, everyone¡¯s searches, Facebook has significant treasure trivia of personal data about people as well. So in a different way through its mobile apps, Facebook can serve very well apps to people when they undergo. And I think each platform individually has enormous potential on mobile.
Colin, what do you wanna hear from Zackerberg and executives today? We know they¡¯re giving their earning¡¯s report. Can you tell me what you expect if you¡¯re on a higher and lower, but what do you wanna hear from them, in particular about some of this sort of developments in products? What can be the key for investors?
Well, investors certainly focused on high-level user metrics, so continuing growth in the overall register users, monthly user volumes, a lot of users coming from emerging markets, increasing engagements, so a higher number of daily users as well. But also on the products¡¯ side, news feed revenues, that¡¯s their recent innovation of the ad formats. And of course in mobile, seeing the mobile continues to be the large portion of revenues, and this helps driving commercial growth which has been certainly   one of the bright spots over the past two quarters.

BOBDAI

The big problem for facebook was mobile.Fixing its mobile problem seems like they have done but what we heard from Google is that mobile advertisement is a lot less lucrative. What do you think. Well, it's clear that mobile is the single largest growth driver online today and Facebook's mobilie applications are very good fits for smart phones and for tablets. So from a user experience, Facebook is a very positive situation with regards to mobiles. But actually shifting advertising dollars to mobile takes a little bit more time, and that's the challenge the Facebook,and Google and other platforms have right now. Yeah, that's right, I guess everyone was sort of fixing on that all pricing models when it was about banner. This is a sort of different universe . Is Facebook in a batter position in terms of mobile advertising. Is that how they made their money. Is it on a better position than Google is. I woundn't say they are in a better position. I think Google, you know,is in unique position, given the course search engine and data that it gets from everyone's searches. Facebook has significant treasure trivial personal data about people as well so in a different way, through its mobile apps, Fcebook can serve very relevent answers to people when they are on to go, and so I think each platform idividually has enormous potential on mobile. Collin, what do you want to hear from zuckbergs and the executive today. We know that they are going to give their earning's reports. You can tell me what you expect if you are on higher or lower but what do you wanna  hear from them, in particular about some of the sort of developments in products. What's gonna be key for investors. Well, investors certainly focus on high level user metrixs, so continuing in growth in the overall registrar user,monthly users volumes,a lot obviously coming from a emerging markets. Increasing engagement, so higher number of daily users as well, but also on products side, news feed revenue and that's their recent innovation in the ad. format and in a course in mobile,seeing the mobile continue to be a large portion of revenues, and this helps driving commental growth, which is being certainly one of the bright spots over the past two quarters

¶«Ìï×Ó

The big problem for Facebook was mobile,fix its mobile problem,seems they've done that,but we've heard from Google is that mobile advertising is a lot less lucrative.What do you think?Well,it's clear that mobile is the single largest growth driver online today,and Facebook's mobile applications are very good-fit for smart phones,for tablets,so from the user experience Facebook is in the very positive situation with regards to mobile,but actually shifting advertising dollars to mobile takes a little bit more time,and that's the challenge that Facebook and  Google and other platforms have right now.
Yeah,that's right,guess everyone was sort of fixed on that old pricing model when it was about banners.This is a sort of different universe.Is Facebook in a better position in term of mobile advertising?Is that how they make their money?
Is it in a better position than Google is?
I wouldn't say they are in better position.I think Google,you know,is in unique position given the course search changing and the data that gets from everyone's searches.Facebook has significant treasure trove of personal data about people as well,so in a different way,through its mobile labs,Facebook conserve very relevant axis to people when they are on the go and so,I think each platform individually has enormous potential on mobile.
Colin,what do you want to hear from Zuckerburg and the executives today?We know that they are gonna give their earning's report.You can tell me what you expect,if you are the high or low.what do you want to hear in particular about some of sort of their developments and products?What's gonna be key for investors?
Well,investors certainly focus on high-level user matrix,so continuing growth in the overall register user,monthly user volumes,a lot of them obviously coming from emergent markets,increasing engagements,so higher number of daily users as well.But also on the product side,news-feed revenue,that's their   recent innovation on the ad formats,and of course in mobile,seeing that mobile continues to be a large portion of revenues and this helps driving commercial growth,which has been certainly one of the brightest spot over the past two quarters.

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crison-li

the big problem for Facebook was mobile, fixing its mobile problem. Seems like they have done that but what we heard from the Google it is that the mobile advertising is a lot less lucrative. What you think?Well, it is clear the mobile is the single largest ?? driver online today. and Facebook's mobile applications are very good fit for smartphones, for tablets. so from user's experience Facebook is in a very positive situation with regards to mobile. but actually shifting advertising dollars to mobile takes a little bit more time, and that's the challenge Facebook, Google and other platform faced up right now.
yeah, that's right. guess everyone's soon to fix on that all pricing model when it about to banner. this is so different universe. is facebook a bad position in term of mobile advertising, is that how they make money? is it in a bad position than Google is?
i would not say they are on a bad position.

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zhouzhoushijie

£¨Homework£©


A:The big problem for Facebook was mobile,fixing its mobile problem,seems like they¡¯ve done that. But what we heard from Google is that mobile advertising is a lot less lucrative. What do you think?

B: Well, it¡¯s clear that mobile is the single largest growth diver online today, and Facebook¡¯s mobile applications are very good fit for smart phones, for tablets. So from users¡¯ experience, Facebook is in a very positive situation with regards to mobile, but actually, shifting advertising dollars to mobile takes a little bit more time, and that¡¯s the challenge that Facebook, Google and other platforms have right now.

A: Yeah, that¡¯s why I guess everyone want to sooner fix on that old pricing model when it¡¯s about banner. This is a sort of different universe. Is Facebook in a better position in terms of advertising? Is that how they make money? Is it in a better position than Google is?

B: I wouldn¡¯t say there are better positions. I think Google, you know, is in a unique position, given the course search engine and data it gets  from  everyone¡¯s searches, Facebook has significant treasure chest of personal data about people as well. So in a different way through its mobile apps, Facebook can serve very well apps to people when they are on the go. And I think each platform individually has enormous potential on mobile.

A: Colin, what do you want to hear from Zackerberg and executives today? We know they¡¯re gonna give their earning report. Tell me what you expect, if  on a higher and lower. What do you want to hear from them, in particular about some of this sort of developments in products? What can be the key for investors?

B: Well, investors certainly focused on high-level user metrics, so continuing growth in the overall register users, monthly user volumes, a lot of users coming for emerging markets, increasing engagements, so a higher number of daily users as well. But also on the products¡¯ side, news feed revenues, that¡¯s their recent innovation of the ad formats. And of course in mobile, seeing the mobile continues to be the largest portion of revenues, and this helps driving commercial growth which has been certainly  what's the bright spots over the past two quarters.

ÒÁÏ°Äþ

The big problem for facebook was moblie. Fixing its mobile problem seems like they've done that, but what we heard from Google is that mobile advertising is a lot less lucrative. What do you think?Well its clear that the mobile is the single largest growth driver online today, and Facebook's moblifications are very good fit for smart phones, for tablets. S o from user experience Facebook is an very positive situation with their gards to moblie. But actually shifting advertising dollars to mobile takes a little bit more time. And that's a challenge for Facebook and Google or another platform right now.
Yeah, that's right. I guess that everyone sooner  fix on  that old pricing model when it is about banners. This is a  sort of different universe. Is Facebook at a better position in terms of mobile advertising? Is that tell they make their money? Is it in a better position than Google is?
I wouldn't say they are in a better position. I think Google, you know as an unique position given the course search engine and the data gets from everyone searchers. Facebook has significant treasure tival of personal data about people as well. So in a different way through its mobile apps, Facebook can serve very relevant apps to people when they undergo. And so I think each platform individually has enormous potential on mobile.
Colin, what do you want to hear from Zarcberg and executives today? We know that they are gonna get their earning report. Could you tell me what you expect if you are a higher and lower. What do you want to hear from them, in particular about some of this sort of developments in products? What can be the key for investors?
Well, investors certainly focused on high-level user metrics, so continuing growth in the overall register users, monthly user volumes, a lot of users coming for emerging markets, increasing engagements, so a higher number of daily users as well. But also on the products¡¯ side, news feed revenues, that¡¯s their recent innovation of the ad formats. And of course in mobile, seeing the mobile continues to be the largest portion of revenues, and this helps driving commercial growth which has been certainly  what's the bright spots over the past two quarters.
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xingxingcamille

HOMEWORK

The big problem for Facebook was mobile -- fixing its mobile problem. Seems like they¡¯ve done that, but what we¡¯ve heard from Google is that mobile advertising is a lot less lucrative. What do you think?

Well, it¡¯s clear that the mobile is the single largest growth driver online today and Fabcebook¡¯s mobile applications are very good fit for smart phones, for tablets. So from users¡¯ experience, Facebook is in a very positive situation with regards to mobile. But actually shifting advertizing dollars to mobile takes a little bit more time, and that¡¯s the challenge Facebook and Google and other platforms have right now.

Yeah, that¡¯s right. I guess everyone sort of fix on that old pricing model when it was about banners, this is a sort of different universe. Is Facebook in a better position in terms of mobile advertising? Is that how they make their money? Is it in a better position than Google is?

I wouldn¡¯t say they are in a better position. I think Google, you know, is in a unique position given the course search engine and data that it gets from all of, everyone¡¯s searches. Facebook has significant treasure trivia of personal data about people as well. So in a different way through its mobile apps Facebook can serve very well apps to people when they are on the go. And so I think each platform individually has enormous potential on mobile.

Colin, what do you want to hear from Zackerberg and the executives today? We know they are gonna give their earnings report. Could you tell me what you expect if you are on a higher or a lowing. But what do you want to hear from them, in particular about some other sort of developments in products? What¡¯s gonna be key for investors?

Well, investors certainly focus on high level user matrix, so continuing growth in the overall registered user, monthly user volumes, a lot of it is coming from emerging markets. Increasing engagement, so a higher number of daily users as well. But also on the product side, news-feed revenues, that¡¯s their recent innovation of the ad formats, and of course in mobile, seeing that mobile continues to be a larger portion of revenues and this helps driving commercial growth which is being certainly one of the bright spots over the past two quarters.

laopan1989

The big problem for facebook was mobile, facing its mobile problem. Seems like they¡¯ve done that, but what we hear from google is that mobile advertising is a lot less lucrative. What do you think?
Well it¡¯s clear that mobile is the single largest growth driver online today. And facebook¡¯s mobile applications are very good fit for smartphones, for tablets. So from user experience, facebook is in a positive situation with regards to mobile. But actually shifting advertising dollars to mobile takes a little bit more time, and that¡¯s the challenge facebook, google and other platforms have right now. Yes that¡¯s right. I guess everyone is sort of fixed on that old pricing model when it was about banners. This is sort of a different universe. Is facebook in a better position in terms of mobile advertising? Is that how they make their money? Is it in a better position than google is?
I wouldn¡¯t say they¡¯re in a better position. I think google you know is in a unique position given the core search engine and data that it gets from everyone searches. Facebook has significant treasure trivial personal data about people as well. So in a different way though its mobile apps, facebook can serve very relevant ads to people when they¡¯re on the go. So I think each platform individually has enormous potential on mobile.
What do you want to hear from Zacburg and the executives today? We know that they¡¯re gonna give their earnings report. You can tell me what you expect if you¡¯re on the high and low end. But what do you want to hear from them in particular about some of this sort of developments and products? What¡¯s gonna be keen for investors?
Well investors certainly focus on high level user metrics. So continuing growth in the overall registered user, monthly user volumes, a lot of them obviously come in from emerging markets, increasing engagements. So a higher number of daily users as well. But also on the products side, newsfeed revenues that¡¯s their recent innovation in the ad formats. And then of course mobile, seeing that mobile continues to be a large portion of revenues, and this helps driving commensal growth which is being certainly one of the bright spots over the past two quarters.

ÍõÔ°Ô°_3e

The big problem for Facebook was mobile,fixig its mobile problem,seems like they've done that but what we heard from Google is that mobile advertising is a lot less lucrative,what do you think?
Well,it's clear that mobile is the single largest growth driver online today.And Facebook's mobile applications are very good fit for smart phones,for tablets,so from users experience facebook is in a very positive situation with regards to mobile.But actually shifting advertising dollars to mobile takes a lot bit more time and that's the challenge Facebook,Google and other platforms have right now.
Yeah,that's right.I guess everyone will sort of fix on that all pricing model when it's about banners.This is a sort of different universe.Is Facebook in a better position in terms of mobile advertising?Is that how they make money?Is it in a better position than Google is?
I wouldn't say they are on a better position.I think,google,you know, in its unique position,giving the core search engine and data from everyon's searches.Facebook has significant treasure triva of personal data about people as well.So in a different way,through its mobile apps,Facebook can serve very relevant ask to people when they are on the go and so I think each platform individually has enormous potential on mobile.
Colin,what do want to hear from Zac and the executives today,we know that they are going to give their earnings report,could you tell me what do you expect if you are on the higher and lower,but what do you want to hear from them in particular about some of this sort of development of some products?What can be key for investors?
Well,investors certainly focus on high level user metrics,so continuing growth in the overall registered users,monthly user volumes,a lot of it obviously coming from emerging markets,increase in engagement,so a high number of daily users as well.But also on the products side,newsfeed revenue,that's their recent innovation in the ad formats.And of course for mobile,seeing that mobile continues to be a large portion of revenues and this helps driving comensal growth which has been certainly one of the bright spots over the past two quarters.

kkiyo

The big problem for Facebook was mobile,fixing its mobile problem, seems like that they have done that. But what we heard from Google is that mobile advertising is not less lucrative. What do you think?Well, it's clear that mobile is the single largest growth drive on line today. And Facebook's mobile applications are very good fit for smart phone for tablets, so from users experience, Facebook is in a very positive situation with regards to mobile.But actually shifting advertising dollars to mobile takes a little bit more time. And that's the challenge the Facebook, Google and other platforms have right now.
Yeah. That's why I guess everyone sought to fix on old pricing model when it was about banners. This is a sort of different universe . Is Facebook in a better position in terms of mobile advertising? Is that how they make their money? Is it in a better position than Google is?
I would not say they are in a better position. I think Google, you know, as in its unique position, given the core search engineer and date that gets from all of, everyone's searches. Facebook has significant treasury trivia of  personal date about people as well. So in a different way, through its mobile apps, Facebook can serve very relevant answers to people when they are on the go. So I think each platform individually has enormous potential on mobile.
Colin, what do you want to hear from Z. , and the executives today, we know that we are gonna give their earnings report. You could tell me what you expect if you are on the higher and lower, but what do you want to hear from them ,in particular, about some their sort of development in products. What's gonna be key for investors?
Well, investors certainly focus on high-level users matrix, so continuing in growth in the overall register user, monthly user volumes, a lot of them obviously coming from emerging markets, increasing engagement, so higher number of daily users as well. But also on the product side, Newsfeed revenues  that is still their recent innovation at ad formats, and ,of course, in mobile, seeing that mobile continues to be a large portion revenues, and this helps drive // growth which has been certainly one of bright spots over the past two quarters.

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davidweber

The big problem for Facebook was mobile. It's a mobile problem. It seems like they done that. But what we heard from Google is that mobile advertising is a lot [][]. What do you think?Well, it's clear that mobile is the single largest [][] driver online today.
And facebook's mobile application are very good [] on smartphones and tablets. So from user experience, facebook is in a very positive situation with regards to mobile. Actually, shifting advertising dollars to mobile takes a little bit more time. And that's the challenge facebook and google's platform have right now.

I guess everyone is fix on that old price model, when it's about balance. This is so different in universe.
Is facebook in a better position in terms of mobile advertising. Is that how they make their money. Is it in a better position that Google it is?
I wouldn't say they are in a better positon. I think google, you know, unique core search engine data get from all of everyone searches. Facebook has significant treasure travel personal data about people as well. So in a different way, through mobilize, Facebook concern where relevant ask people where they are on the go.
I think each platform individually has its normal potential on mobile.
[], What do you wanna hear from [] at exactly today we know they give earnings tell me what you expect and if you're on a hire what do you hear from the about some of the sort developments and products. What's gonna be key factors?
Well, focus on high level use matrix, so continuing growth in the overall, registration, montly volumns, what coming from our markets increase engagement, so higher member daily uses as well. But also on product side, news feeds revenues as they recent innovations, call them mobile. See the mobile continues to be large portion of . This helps driven growth which certainly what past two quuaters
                                                   
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czx22nianqiu

The big problem for Facebook is mobile. Fixing its mobile problem seems like they've done that but what we heard from Google is that mobile advertising is a lot less lucrative. What do you think? Well, its clear that mobile is the single largest growth driver online today and Facebook's mobile applications are very good fit for smart phones, for tablets. So for users' experience Facebook is in a very positive situation with regards to mobile.are in  very positive situation with her guards to mobile. But actually thifting advertising dollars to mobile takes a bit more time. That is the challenge the Facebook and Google and other platforms have right now.
Yeah, they tried to get everyone was to fix on that all pricing model, when it is about banners, this is a sort of different universe. is Facebook in a better position in terms of mobile advertising. Is that how they make their money? Is it in a better position than Google is?
I would not say there is a better position, I think Google, you know, as its unique position given its core search engine and the data that gets from all of everyone's searches. Facebook has significant treasure trivial of personal data about people as well. So in a different way through its mobile apps Facebook can serve very relevant answers to people when they are the go. and so I think each platform individually has the normalliest potential on mobile.
Kalin, what do you want to hear from Zakbord and the executives today? We know they are going to give their earning report you can tell me what you expect. If you are on the higher or lower what you want to hear from them in particular about some of the certain developments and products. What's going to be the key for investors?
Well, investors certainly focus on high level user metrics,so continuing growth in the overall registers' monthly users' volumes, a lot of obviously comes from emerging markets, increasing engagement, so high  but also on the product side news feed revenues that is their recent innovation in the formats and of coures mobile,seen mobile continues to be a large portion of revenues  and this help driving coment growth which is been certainly one of the bright spots over past two quarters

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catblue

hw:
The big problems for Facebook was Mobile, fixing its Mobile problem, seems like they have done that, but what we heard from Google is that Mobile advertising is lot less lucrative. What do you think?
Well, it¡¯s clear Mobile is the single largest growth driver online today. And Facebook¡¯s Mobile applications are very good fit for smart phone for tablets, so from a user experience Facebook is a very positive situation where regards to mobile. But actually shifting advertising dollars to mobile takes a little bit more time, and that¡¯s the challenge that Facebook, Google and other platforms have right now.
Yes, that¡¯s right, I guess everyone wants sort of fix on that old pricing model when it¡¯s about banners, this is a sort of different universe, Is Facebook in a better position in terms of mobile advertising? Is that how they make money? Is it in a better position than Google is?
I wouldn¡¯t say they were in a better position. I think Google, You know is in a unique position giving the core search engine and data, that it gets from all of everyone¡¯s searches, Facebook has significant treasure xx of personal data about people as well. So in a different way though it¡¯s mobile apps. Facebook can server very relevant apps to people when they are on the go. And I think each platform individually has enormous potential on mobile.
Xxx, what do you want to hear from xxx and the executives today? We know they are going to give the earnings report, tell me what you expect, and if you are on the higher or lower? What do you want to hear from them, in particular about some of the sort of development on some products? What¡¯s going to be key for investors?
Well, investors certainly focus on high level user matrix, so continuing growth in the overall registered user volumes, monthly user volumes. A lot of them obviously coming from emerging markets, increasing engagement, so higher number of daily users as well, but also on the product side, news feed revenues, that¡¯s their recent innovation in the ad. Formats. And the course of mobile, seeing the mobile continues to be a larger portion of revenues, and this helps driving the xxx growth which is certainly the bright spots over the past two quarters.