Revenues: - 4Q revenue $12.97 billion, estimate $12.55 billion (range $12.15 billion to $12.91 billion) (Bloomberg data)
- 4Q EPS $1.44
- 4Q daily active users 1.40 billion, estimate 1.41 billion (Bloomberg News) (3 estimates)
- 4Q monthly active users 2.13 billion, estimate 2.13 billion (BN) (3 estimates)
- 4Q mobile ad revenue as percentage of ad revenue 89%
- 4Q advertising rev. $12.78 billion
General:
- increased headcount: it was 25,105 as of December 31, 2017, an increase of 47% year-over-year.
- This is the first-ever decline Facebook has had in North American users. Daily active users growth in US & Canada fell to 184 million, compared to 185 million in Q3.
Related to new US Tax Plan
- There's a one-time mandatory transition tax on accumulated foreign earnings and a reduction of the corporate income tax rate to 21 percent, effective Jan. 1, 2018. Facebook's provision for income taxes increased by $2.27 billion and its diluted EPS decreased by $0.77 for both the fourth quarter and full year 2017.