Facebook

Facebook today finally announced hitting one of the most obvious milestones in recent memory: two billion monthly active users. I predicted the…

Last week, Amir Efrati at The Information wrote about the decline in “original sharing” at Facebook. That’s a reference to the more personal type of posts that people might share using the status box on the service, as opposed to sharing links or other less personal information or…

Yesterday, I covered Twitter’s earnings, and today I’m following up with a post on Facebook’s earnings. The two companies are very different — one is a social network that’s first and foremost about connecting with people you know in real life, and the other…

Facebook seems to be working on two fronts to bring content from third party sites natively into the Facebook experience. This began with video, where Facebook has been quietly bringing both major traditional brands and smaller content creators…

This is mostly a Facebook earnings post in disguise — part of my series on major tech companies’ earnings. Google reports this afternoon and it’s my hope to get this out before their results hit the wires. I did a big deck full of charts and…

I posted some initial quick thoughts on Instagram hitting 300 million users yesterday, but there were two articles today that prompted some more quick thoughts on Twitter and some parallels (and important differences) when compared…

Note: This is part of a series on major tech companies’ Q2 2014 earnings (e.g. Google here, Microsoft here, Apple here and here, Netflix here). My post about Facebook’s earnings last quarter is here.