The most eagerly awaited IPO of the decade has just filed its S-1 statement (link). Some real time observations:
Proposed maximum aggregate offering price: $5 Billion
845 million monthly active users (MAU)
483 million daily active users (DAU)
Users generated on average 2.7 billion Likes and Comments per day in Q4 2011. Er…”liking” is monetizable?
100 billion friendships
250 million photos uploaded per day
FB generated $3.7 billion in Revenue in 2011, up from $2 billion in 2010
FB generated $1 billion in net income in 2011, up from $606 billion in 2010, a 40% growth rate, compared to the 165% growth rate from 2009’s $229MM.
EBIT margin peaked at 52.3% in 2010 ($1MM in EBIT on $2 billion in revenue), has since declined to 47.3% or $1.756Bn on $3.711Bn in Revenue
$3.9 billion in cash and marketable securities
Effective January 1, 2013, Mr. Zuckerberg’s annual base salary will be reduced to $1.
Entities affiliated with Goldman Sachs own 65.9 million Class A shares or 56.3% of total, Zuckerberg owns 36.1% of Class A, and 57.1% of Class B (all pre offering)
Peaked model? – MAU additions peaked in 2010 when FB added 248MM to a total of 608MM; in 2011 it added 237MM to 845MM