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[뉴욕증시 실적발표] 페이스북, 적극이용자 14억4000만명 돌파...매출은 42% 증가

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[뉴욕증시 실적발표] 페이스북, 적극이용자 14억4000만명 돌파...매출은 42% 증가

페이스북 재무상태표. 이미지 확대보기
페이스북 재무상태표.
[글로벌이코노믹 연구소 김대호 소장] 페이스북의 적극적 이용자(Active User)의 수가 14억4000만 명으로 늘었다고 페이스북이 23일 공식발표했다. 유엔이 추정하는 전 세계 인구 70억 명의 20.57%에 달하는 비율이다. 세계인구중 5명의 1명꼴로 페이스북을 적극적으로 활용하고 있는 셈이다.

페이스북의 마크 주커버그(Mark Zuckerberg) 회장은 이날 1분기 경영실적을 발표하는 자리에서 이용자 통계를 공개했다.
이 자료에 따르면 월간 기준의 적극적 이용자 즉 MAUs가 지난 3월31일 현재 14억 4000만 명으로 전년 동기대비 13% 늘어났다.( Monthly active users, MAUs were 1.44 billion as of March 31, 2015, an increase of 13% year-over-year.)

그 중 휴대폰 등 모바일로 페이스북에 주로 접속하는 모바일 월간기준 적극 이용자, 즉 Mobile MAUs는 12억500만 명으로 지난해 같은 기간에 비해 24% 늘어났다. 모바일을 통한 이용자의 증가속도가 컴퓨터보다 훨씬 더 빠른 것으로 확인됐다. (Mobile MAUs were 1.25 billion as of March 31, 2015, an increase of 24% year-over-year.)

매일 페이스북과 함께 살아가는 일간 단위 적극적 이용자의 수는 9억3600만 명이었다. 그중 모바일로 주로 접속하는 적극적 이용자의 수는 7억 9800만 명에 달했다. (Daily active users (DAUs) were 936 million on average for March 2015, an increase of 17% year-over-year. Mobile DAUs were 798 million on average for March 2015, an increase of 31% year-over-year.)

페이스 북의 1분기 매출은 전년 동기대비 42% 증가한 35억4000만 달러로 집계됐다. 순이익은 주당 42센트로 전년 동기의 35센트에 비해 20% 늘어났다.

다음은 페이스북의 1분기 실적
페이스북 손익계산서 이미지 확대보기
페이스북 손익계산서

Facebook Reports First Quarter 2015 Results
Facebook, Inc. (NASDAQ: FB) today reported financial results for the quarter ended March 31, 2015.

"This was a strong start to the year," said Mark Zuckerberg, Facebook founder and CEO. "We continue to focus on serving our community and connecting the world."

First Quarter 2015 Operational Highlights

Daily active users (DAUs) were 936 million on average for March 2015, an increase of 17% year-over-year.
Mobile DAUs were 798 million on average for March 2015, an increase of 31% year-over-year.
Monthly active users (MAUs) were 1.44 billion as of March 31, 2015, an increase of 13% year-over-year.
Mobile MAUs were 1.25 billion as of March 31, 2015, an increase of 24% year-over-year.

First Quarter 2015 Financial Highlights

Revenue -Revenue for the first quarter of 2015 totaled $3.54 billion, an increase of 42%, compared with $2.50 billion in the first quarter of 2014. Excluding the impact of year-over-year changes in foreign exchange rates, revenue would have increased by 49%.
Revenue from advertising was $3.32 billion, a 46% increase from the same quarter last year. Excluding the impact of year-over-year changes in foreign exchange rates, revenue from advertising would have increased by 55%.
Mobile advertising revenue represented approximately 73% of advertising revenue for the first quarter of 2015, up from approximately 59% of advertising revenue in the first quarter of 2014.
Payments and other fees revenue was $226 million, a 5% decrease from the same quarter last year.

Costs and expenses - GAAP costs and expenses for the first quarter of 2015 were $2.61 billion, an increase of 83% from the first quarter of 2014. Non-GAAP costs and expenses were $1.70 billion in the first quarter of 2015, up 57% compared to $1.09 billion for the first quarter of 2014.

Income from operations - GAAP income from operations for the first quarter of 2015 was $933 million, a 13% decrease compared to $1.08 billion for the first quarter of 2014. Non-GAAP income from operations for the first quarter of 2015 was $1.84 billion, up 30% compared to $1.42 billion for the first quarter of 2014.

Operating margin - GAAP operating margin was 26% for the first quarter of 2015, compared to 43% in the first quarter of 2014. Non-GAAP operating margin was 52% for the first quarter of 2015, compared to 57% for the first quarter of 2014.

Provision for income taxes - GAAP income tax expense for the first quarter of 2015 was $420 million, representing a 45% effective tax rate. Non-GAAP effective tax rate would have been approximately 35%.

Net income and EPS - GAAP net income for the first quarter of 2015 was $512 million, down 20% compared to $642 million for the first quarter of 2014. Non-GAAP net income for the first quarter of 2015 was $1.19 billion, up 28% compared to $926 million for the first quarter of 2014. GAAP diluted EPS was $0.18 in the first quarter of 2015, down 28% compared to $0.25 in the first quarter of 2014. Non-GAAP diluted EPS for the first quarter of 2015 was $0.42, up 20% compared to $0.35 in the first quarter of 2014.

Capital expenditures - Capital expenditures for the first quarter of 2015 were $502 million. Cash and cash equivalents and marketable securities - Cash and cash equivalents and marketable securities were $12.41 billion at the end of the first quarter of 2015.

About Facebook

Founded in 2004, Facebook's mission is to give people the power to share and make the world more open and connected. People use Facebook to stay connected with friends and family, to discover what's going on in the world, and to share and express what matters to them.

김대호 연구소 소장 tiger8280@