Facebookの2Q決算、売上18億ドル。広告売上の41%がモバイルに

Facebookは第2四半期の決算報告を発表した。売上高は18.1億ドルで、アナリストの売上16.2億ドル、1株当たり利益り0.14ドルという予測を上回った…
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AFP時事

Facebookの第2四半期決算は好調―売上は53%アップで18.1億ドル、モバイルは広告売上の41%に急上昇

〔この記事はAlex Wilhelm記者の執筆〕

今日(米国時間7/24)、Facebookは第2四半期の決算報告を発表した。売上高は18.1億ドルで、アナリストの売上16.2億ドル、1株当たり利益り0.14ドルという予測を上回った。

Facebookの第2四半期の売上は対前年同期比で53%のアップだった。アナリストは37%のアップと予想していた。第2四半期の同社の純利益は3億3300万ドルだった。前四半期、2013年の第1四半期の売上は14.6億ドル、1株当り利益は0.12ドルだった。

モバイル分野の売上は41%で前四半期の30%から11%ポイントも上昇した。2012年第4四半期には24%にすぎなかった。Facebookは急速なモバイル化に対応して利益を上げることができることを見事に証明した。投資家の懸念は一掃されたといえる。

実際、41%というのは予測を大きく超える驚くべき数字だ。しかし他の主要インターネット企業も同様のレベルでモバイル化に対応して収益を確保できるとは限らないことに注意する必要がある。Facebookのユーザーベースは比較の対象がほとんどないほど巨大であり、モバイル分野でもあらゆる種類の広告をそれにマッチしたユーザーに届けられるという圧倒的な優位性を持っている。

Facebookの売上の大部分は広告関連だが、各種の料金、手数料収入も2億1400万ドルあり、対前年同期比で11%のアップとなっている。

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ユーザー統計でもFacebookは力強い成長を続けている。1日当たりのアクティブ・ユーザー数は対前年同期比で27%アップの6億9900万人、月間アクティブ・ユーザーは11億5000万人で対前年同期比21%のアップだった。モバイルでの月間アクティブ・ユーザーは対前年同期比51%アップの8億1900万人となっている。われわれのJosh Constine記者が先ほどFacebookユーザー統計に関する記事を公開している。

Facebookの資本支出は下がっているものの、依然として利益率確保の圧力を受けている。第2四半期の営業利益率は31%だった。

Facebookの今期のキャッシュおよび短期投資は103億ドルで良好な資本運用成績だ。市場の通常取引時間内にFacebookの株価は1%アップした。時間外取引ではさらに大きく上昇している。

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