1. Mobile Ad Revenue:
- Mobile ad revenue reached $27.4 billion, a 28% increase from the previous year.
2. Mobile Daily Active Users (DAUs):
- Facebook had 1.97 billion mobile DAUs on average for September 2022, up from 1.93 billion in June 2022.
3. Mobile Monthly Active Users (MAUs):
- Facebook had 2.96 billion mobile MAUs on average for September 2022, a slight increase from 2.94 billion in June 2022.
4. Average Revenue Per User (ARPU):
- Mobile ARPU increased by 19% year-over-year to $9.41.
5. Mobile Ad Load:
- Facebook mentioned optimizing the ad load on its platforms to balance user experience and revenue growth.
6. Video Ads Performance:
- Video ads continued to be a significant revenue driver for Facebook, particularly on mobile.
7. Instagram Reels Monetization:
- Instagram Reels monetization efforts showed progress, with increasing ad revenue from Reels.
8. Messenger Monetization:
- Facebook reported progress in monetizing its messaging platform, Messenger.
9. Regional Growth:
- Mobile advertising growth was strong across regions, including the United States, Europe, and Asia Pacific.
10. Impact of iOS Privacy Changes:
- Facebook acknowledged that the impact of iOS privacy changes related to ad tracking (like Apple's App Tracking Transparency) still remains, with some uncertainty around the long-term effects on ad targeting and measurement.
Overall, Facebook's 3Q results showcased the continued importance of mobile advertising as the primary revenue generator for the company. While facing some challenges due to privacy changes, Facebook's ongoing efforts in optimizing ad experiences, Reels monetization, and expanding into new markets contribute to the sustained growth of its mobile ad revenue.
