Aryan Khonde's Contributor Page
Last Updated: July 18, 2020 (Prior to the 2Q2020 earnings release).
View: Bullish
Model description: Strong increase in monthly active users in all of Facebook's global markets will propel them to have a substantial increase in revenues for the years 2020 and 2021. The impact of COVID-19 is the main driver of growth in the monthly active users segment for Facebook. While, some markets such as the Asia Pacific region have reopened their economy leading to the increase in active users to be marginalized; India, one of Facebook's largest markets, still remains not fully reopened and thus it will be one the main reasons that Facebook will experience growth in the Asia Pacific region for the year 2020. The other global markets such as US and Canada & Europe will see an uptick in monthly active users concentrated in the Q2 and Q3...click here to continue reading
View: Bullish
Model description: Strong increase in monthly active users in all of Facebook's global markets will propel them to have a substantial increase in revenues for the years 2020 and 2021. The impact of COVID-19 is the main driver of growth in the monthly active users segment for Facebook. While, some markets such as the Asia Pacific region have reopened their economy leading to the increase in active users to be marginalized; India, one of Facebook's largest markets, still remains not fully reopened and thus it will be one the main reasons that Facebook will experience growth in the Asia Pacific region for the year 2020. The other global markets such as US and Canada & Europe will see an uptick in monthly active users concentrated in the Q2 and Q3...click here to continue reading
| FB Earnings Model (Aryan Khonde).xlsx |
Aryan Khonde is a student at NYU Stern studying Finance. He is interested in how business can adapt for the 21st century and wishes to understand the complexities that surround overall business making decisions. Aryan's interests include geopolitics, writing, podcasts, and hiking.
Disclosure: The author of this article/model has no financial investment or other conflict of interest related to the subject company or other companies discussed. Any views made or implied in the content represent the author’s opinions.
Disclosure: The author of this article/model has no financial investment or other conflict of interest related to the subject company or other companies discussed. Any views made or implied in the content represent the author’s opinions.