Is it always going to be ads or is there some other revenue generator that I'm missing ? WhatsApp will likely always be a user retention play. Instagram is promising but are there other drivers of growth ? Tc : 275k
AR VR
It’s sinking titanic. But they will be still profitable as hell for decades
Profitable as hell for decades but it’s a sinking titanic? 🧐
Titanic took 4 hours to sink... You can enjoy the dinner and music before that.
The plan is always to react.
Covid19 is a godamn opportunity for FB. We just need to be humble. Outlook is actually very good.
Can you elloborate more on why covid is an opportunity?
Your revenues will drop due to drop in ad budgets
Oculus is accelerating like no other in the AR/VR space.
This seems like a good opportunity for Oculus to gain users but where is the profit opportunity?
Hardware sales + monitization of the platform itself.
You know fb just copies, right? Lol. That means WhatsApp will try to be WeChat in the markets it's strong. Otherwise, yes it will always be ads. No other media company in history has pivoted from ads. Disney never was reliant on ads, so there is hope, but Disney's founder and culture could hardly be duplicated, let alone by Facebook which just copies.
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Thank you AAPL and NVDA
Sell user data.