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2021-07-01

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There’s No Limit to Facebook’s Growth Potential

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Yet many","content":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know&nbsp;what exactly it is.\nThey think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything&nbsp;AT&amp;T(NYSE:T) once promised to do, and it does it all for free.\nWhat’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.\nThe March to a Trillion\nI wrote in January that&nbsp;it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average&nbsp;Nasdaq&nbsp;stock.\nAt $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,Microsoft(NASDAQ:MSFT), worth $2.04 trillion, sells for 37 times earnings.\nFacebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting&nbsp;nearly $4.3 billion&nbsp;into capital investment.\nThe Secret Sauce\nIt’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together&nbsp;as Facebook.\nFacebook now has&nbsp;15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has&nbsp;its own network of fiber cables, which it sells&nbsp;as a “middle mile”&nbsp;to other companies. It’s building a fiber cable&nbsp;around Africa. Furthermore, it recently announced two new cables&nbsp;between North America and Singapore.\nThis was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the&nbsp;Open Compute Project&nbsp;to drive down cloud costs and the&nbsp;Telecom Infra Project&nbsp;meant to cut networking costs.\nThese are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&amp;T can copy Facebook. They don’t have to reinvent anything.\nThe Opponents\nFor decades, AT&amp;T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.\nFacebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&amp;T once promised to do, and on a global basis.\nGuess which company American policymakers now favor? AT&amp;T. This, despite the fact that AT&amp;T is&nbsp;lobbying against proposals&nbsp;to subsidize fiber to homes. Pro-AT&amp;T writers insist it’s Facebook that’s subsidized, not AT&amp;T. This is because Section 230 of the Communications Act&nbsp;holds it harmless&nbsp;from speech made on its network, just as it did on AT&amp;T phone calls for decades.\nThe Bottom Line on FB Stock\nThe only threat to Facebook’s growth is government.\nLobbyists were shocked by a recent anti-trust decision that&nbsp;went Facebook’s way. They now want&nbsp;a digital regulatory agency&nbsp;to rein it in.\nFacebook’s purchase of a startup called Kustomer, which makes&nbsp;customer service tools, is still being&nbsp;held up.\nFacebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s No Limit to Facebook’s Growth Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere’s No Limit to Facebook’s Growth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nUnless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service...\n\n<a href=\"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904279","content_text":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything AT&T(NYSE:T) once promised to do, and it does it all for free.\nWhat’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.\nThe March to a Trillion\nI wrote in January that it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average Nasdaq stock.\nAt $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,Microsoft(NASDAQ:MSFT), worth $2.04 trillion, sells for 37 times earnings.\nFacebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting nearly $4.3 billion into capital investment.\nThe Secret Sauce\nIt’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together as Facebook.\nFacebook now has 15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has its own network of fiber cables, which it sells as a “middle mile” to other companies. It’s building a fiber cable around Africa. Furthermore, it recently announced two new cables between North America and Singapore.\nThis was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the Open Compute Project to drive down cloud costs and the Telecom Infra Project meant to cut networking costs.\nThese are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&T can copy Facebook. They don’t have to reinvent anything.\nThe Opponents\nFor decades, AT&T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.\nFacebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&T once promised to do, and on a global basis.\nGuess which company American policymakers now favor? AT&T. This, despite the fact that AT&T is lobbying against proposals to subsidize fiber to homes. Pro-AT&T writers insist it’s Facebook that’s subsidized, not AT&T. This is because Section 230 of the Communications Act holds it harmless from speech made on its network, just as it did on AT&T phone calls for decades.\nThe Bottom Line on FB Stock\nThe only threat to Facebook’s growth is government.\nLobbyists were shocked by a recent anti-trust decision that went Facebook’s way. They now want a digital regulatory agency to rein it in.\nFacebook’s purchase of a startup called Kustomer, which makes customer service tools, is still being held up.\nFacebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/158130472"}