EmailFacebook (FB $24.28 +4.74) reported third quarter earnings of $0.12 per share, $0.01 better than the Capital IQ consensus of $0.11, while revenues rose 32.3% year/year to $1.26 bln vs the $1.22 bln consensus. Key Metrics: Monthly active users (MAUs) were 1.01 billion as of September 30, 2012, an increase of 26% year-over-year, Daily active users (DAUs) were 584 million on average for September 2012, an increase of 28% year-over-year. Mobile MAUs were 604 million as of September 30, 2012, an increase of 61% year-over-year. Revenue from advertising was $1.09 billion, representing 86% of total revenue and a 36% increase from the same quarter last year.
Operating margin -- GAAP operating margin was 30% for the third quarter of 2012, compared to 43% for the third quarter of 2011. Excluding share-based compensation and related payroll tax expenses, non-GAAP operating margin was 42% for the third quarter of 2012, compared to 51% for the third quarter of 2011. Mark Zuckerberg said "People who use our mobile products are more engaged, and we believe we can increase engagement even further as we continue to introduce new products and improve our platform. At the same time, we are deeply integrating monetization into our product teams in order to build a stronger, more valuable company."
