Facebook Post Earnings

There are narratives out there examining Facebook’s latest earnings and saying “see no impact on the business.” Any knowledgeable person would understand that recent events would certainly have no impact on Facebook’s business because any potential threats will take many months if not years to manifest. Even then, Facebook is unlikely to face any grave threats to their business. Our predictions were not that Facebook would see serious threats to their fundamental business any time soon. The big question is what, if anything, could impact the fundamentals of their model? I’ll outline a few things, but then also share why it will be easy for Facebook to navigate around such threats.