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February 3, 2012: eMarketer in the News

Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The Wall Street Journal – Facebook Sets Historic IPO
Facebook Inc. filed for an initial public offering Wednesday that could value the social network between $75 billion and $100 billion, putting the company on track for one of the biggest U.S. stock-market debuts of all time. Read more.

The Wall Street Journal – Advertisers’ Free Ride May End on Facebook
When the social network filed for its initial public offering on Wednesday, the spotlight shifted from the site’s exponential user growth to a metric that may have more bearing on its market value: ad sales. Read more.

The Wall Street Journal – Facebook Pads Its Lead Over Yahoo in Online Display Ads With 28% of Market
Facebook Inc. is widening its lead in the online display-advertising market, just days ahead of an expected filing for an initial public offering. Read more.

The Wall Street Journal – Changes Weighing on AOL
AOL Inc. reported a 66% decline in fourth-quarter profit as lower subscription revenue, higher costs and tax provisions more than offset improved advertising sales. Read more.

The Financial Times – A New Page Opens for Facebook
Facebook is so far succeeding in convincing advertisers that the social network is a place they must be. In the past year, it overtook Yahoo to become number one in online display advertising revenues, taking 16.3 per cent of the market, says EMarketer, a research firm. Read more.

The Financial Times – Investors Seek Things to Like On Facebook
A solid online advertising business – though not quite the juggernaut that some had hoped – and with key questions still hanging over the value of “social” and mobile advertising to the world’s big consumer brands. Read more.

The Financial Times – Tech News From Around the Web
Twitter‘s global advertising revenues are forecast to grow to $540m by 2014, according to eMarketer, up from a projected $260m this year. However, Twitter’s chief executive, Dick Costolo, indicated at a US conference this week that he was in no hurry to take the company public. Read more.

National Public Radio – Facebook IPO: Worth the Price or Next Internet Bubble?
Many investors are expecting Facebook to file papers for an initial public offering sometime later this week. The company, which was founded in a Harvard dorm room less than a decade ago, is expected to be valued at nearly $100 billion by Wall Street. Read more.

National Public Radio – Will Facebook’s Shares Be Worth the Price?
Facebook’s IPO could value the company at up to $100 billion. That would make it a very expensive stock for a company whose earnings are strong but not stratospheric. Investors who take the plunge will be making a wager that Facebook can capture a very large share of the advertising market. Read more.

CNN – Is Facebook Worth $100 Billion?
A long list of tech IPOs captured attention in 2011, but no company has been drooled over like Facebook. And finally, its debut looks to be imminent. Read more.

Bloomberg Business – Facebook’s Epic Offering by the Numbers
The ranks of the One Percent are about to get bigger. Facebook is seeking to raise $5 billion in one of the tech world’s most anticipated initial public offerings, according to a Feb. 1 regulatory filing. Read more.

The Associated Press – Facebook IPO Could Value It Among Top Companies
When Facebook makes its long-expected debut as a public company this spring, the social-networking company will likely vault into the ranks of the largest public companies in the world, alongside McDonald’s, and Bank of America. Read more.

The Associated Press – Status Update: Facebook to Go Public, Raise $5B
Facebook made a much-anticipated status update Wednesday: The Internet social network is going public eight years after its computer-hacking CEO Mark Zuckerberg started the service at Harvard University. Read more.

USA Today – Is $100B Valuation Too Heady for Facebook?
The social-networking giant is poised to file for an initial public offering as early as this week. The IPO could raise $10 billion and make Facebook, on paper, as valuable as McDonald’s, with a market value of $100 billion. That would rank Facebook 26th on the S&P 500. Read more.

USA Today – Facebook IPO Filing Puts High Value on Social Network
Facebook on Wednesday filed to go public and raise $5 billion in what could be the largest-ever Internet IPO. Read more.

Advertising Age – Facebook Files for IPO; Reveals $1 Billion in 2011 Profit
Facebook lifted the veil on its financials in its filing today with the Securities and Exchange Commission, revealing $1 billion in 2011 profits and robust growing revenue streams that are becoming gradually less reliant on advertising as the company grows its “Payments” business. Read more.

Bloomberg – Twitter Global Expansion Increases Sales, Censorship Challenges
Twitter Inc.’s international expansion may help fuel a threefold gain in revenue, even as it raises censorship challenges for the microblogging service. Read more.

Bloomberg – Facebook May Be More Expensive Than Google
Facebook Inc. may command a valuation more than five times higher than Google (GOOG) Inc. as it seeks to raise $5 billion in the world’s largest initial public offering of an Internet company. Read more.

Bloomberg – Facebook Building Lead in U.S. Display Ads, ComScore Says
Facebook Inc., the world’s largest social-networking service, accounted for 28 percent of U.S. online display-advertising impressions in 2011, expanding its lead in the industry, ComScore Inc. (SCOR) said. Read more.

Reuters – Facebook’s Zuckerberg To Keep Iron Grip After IPO
Facebook unveiled plans for the biggest ever Internet IPO that could raise as much as $10 billion, but made it clear CEO Mark Zuckerberg will exercise almost complete control over the company, leaving investors with little say. Read more.

Forbes – Four Ways Big Media Can Survive In The Tablet Era
Tablets are the new PC. No question. A new survey released by the Pew Research Center reports that 29% of all U.S. adults already own a tablet or e-reader, thanks to a massive holiday gift-giving push. At this pace we should see a majority of American adults owning tablet devices by the end of 2012. Read more.

Forbes – Why Are Twitter’s Revenues So Puny? Time to Grow Up
With all the commotion about Facebook’s (FB) planned IPO filing tomorrow, you might have missed another study that came out yesterday from some outfit called eMarketer saying that Twitter’s revenues were going to “hit” $540 million in 2014. Read more.

Los Angeles Times – Investors Aren’t All Sold on Facebook IPO
Facebook Inc. has opened its books to eager investors, but some don’t like what they see. Read more.

Posted on February 6, 2012.