Facebook’s numbers

I like to look at raw numbers every once in a while, without external influence, to recalibrate my ability to judge the magnitude of things. Here are some of the numbers from Facebook’s most recent S-1 filing (published on May 3rd) which I think are important as metrics to compare against when thinking about relative success and opportunity. (Sources are at the bottom.)

Total users and engagement

125,000 M Friendships
2,000 M Likes per day
1,000 M Comments posted per day
901 M Monthly active users
526 M Daily Active users
488 M Monthly active mobile users
302 M Photos uploaded each day

User penetration

85% Chile, Turkey, and Venezuela
60% India, the United Kingdom and the United States
30%-40% Brazil and Germany
20% Japan, Russia, and South Korea
0% China

Daily active users

526 M Worldwide total
152 M Europe
129 M US & Canada
126 M Rest of the world
119 M Asia

Monthly active users

901 M Worldwide total
242 M Rest of the world
241 M Europe
230 M Asia
188 M US & Canada

Revenue (last quarter)

$1,058 M Worldwide total
$525 M US & Canada
$328 M Europe
$118 M Asia
$87 M Rest of the world

82.42% Revenue from advertising
17.58% Revenue from payments (and other)

15% Revenue connected to Zynga

Ages of Facebook directors and officers

27 Mark Zuckerberg, Chairman and CEO
37 Mike Schroepfer, VP Engineering
39 David Fischer, VP Marketing
40 Marc Andreessen, Director
42 Sheryl Sandberg, Chief Operating Officer
42 David A. Ebersman, Chief Financial Officer
44 Theodore Ullyot, VP & General Counsel
44 Peter Thiel, Director
50 James Breyer, Director
51 Reed Hastings, Director
66 Erskine Bowles, Director
66 Donald Graham, Director

Executive compensation in 2011 (cash+stock)

$30,957,952 Sheryl Sandberg, COO
$24,804,472 Mike Schroepfer, VP Engineering
$18,761,293 David Ebersman, CFO
$7,082,294 Theodore Ullyot, VP, General Counsel
$1,712,362 Mark Zuckerberg, CEO

Board member compensation in 2011

$618,067 Marc Andreessen
$610,067 Erskine Bowles
$16,667 James Breyer
$16,667 Donald Graham
$16,667 Reed Hastings
$16,667 Peter Thiel

Ownership after IPO

23.550% Mark Zuckerberg
7.632% James Breyer (and Accel Partners)
6.253% Dustin Moskovitz
4.912% DST Global Limited
3.258% Sean Parker
2.109% Mail.ru
1.729% Peter Thiel
1.660% Elevation Partners
1.560% Meritech Capital Partners
1.387% Greylock Partners
1.227% Microsoft Corporation
0.309% Marc Andreessen
0.201% Mark Pincus
0.112% David Ebersman
0.107% Mike Schroepfer
0.095% Theodore Ullyot
0.089% Sheryl Sandberg

Frequency of words appearing in S-1

404 Users
169 Mobile
124 Payments
38 Zynga
34 Microsoft
32 Games
18 Phone
14 Google
6 iOS
4 Android
2 Apple

Sources: All numbers are from Facebook’s most recent S-1, filed on May 3rd, 2012. Ownership percentages: Page 145, and calculated based on the number of beneficially owned shares against 2,138,085,037 total expected outstanding shares after the offering. Disregarded voting difference between Class A and Class B shares. Ages of Facebook directors and officers: Page 108. Executive compensation in 2011: Page 125. Board member compensation in 2011: Page 114. Ownership after IPO: Page 141. Total users and engagement: Page 2. User penetration: Page 48-49. Monthly active users: Page 48. Daily active users: Page 49. Revenue: Page 51.

Disclosure: I am considering purchasing Facebook stock after the IPO.

 
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