mbourbé dans les polémiques, doublées de résultats décevants et d’une chute vertigineuse du titre en Bourse, Facebook affrontait jeudi une forte tempête et son horizon financier semblait bien assombri.
L’action du premier réseau social au monde a dévissé jeudi dès les premiers échanges à Wall Street.
Vers 16H40 GMT, le titre valait 177,44 dollars, soit une chute de 18,40%. A ce niveau, cela correspond à une perte de plus de 115 milliards de dollars de capitalisation boursière, ce qui serait un record.
Cette chute abyssale intervient au lendemain de la publication de résultats décevants au deuxième trimestre tandis que ses responsables prévenaient que le ralentissement devrait se poursuivre.
Le directeur financier du groupe Dave Wehner a prévenu lors d’une conférence téléphonique avec des analystes que la croissance des revenus avait déjà “ralenti” au deuxième trimestre et qu’elle continuerait à ralentir assez nettement aux prochains trimestres.
Preuve de l’effet catastrophique de ces annonces, l’analyste Brent Thill (Jefferies & Co.) a relevé au cours de cet appel que “beaucoup d’investisseurs ont du mal à comprendre le ralentissement (…). On dirait que son ampleur est inédite”.
Selon Facebook, ce ralentissement résulte en partie d’une nouvelle approche concernant les données personnelles et la sécurité –au coeur du scandale Cambridge Analytica (CA) qui a éclaté mi-mars– mais le groupe de Mark Zuckerberg semblait aussi reconnaître les limites de la croissance par la publicité, qui fournit la quasi-totalité de ses revenus.
– Besoin d’humains –
Pour Richard Windsor, analyste chez Radio Free Mobile, ces perspectives ne devraient pourtant pas surprendre.
“Il est devenu de plus en plus difficile de se développer à des taux si élevés quand un groupe atteint cette taille”, écrit-il sur son blog.
L’analyste ajoute que Facebook est forcé de recruter davantage de personnel pour gérer les tâches comme le filtrage de contenus inappropriés non repérés par l’intelligence artificielle.
“Les faiblesses dans l’IA force (Facebook) à continuer à engager des humains pour faire le travail que les machines sont incapables de faire”, explique-t-il.
Pour Brian Wieser, expert chez Pivotal Research, Facebook semble avoir atteint un “plafond” dans la croissance de ses revenus par la publicité.
Ross Gerber, analyste chez Gerber Kawasaki, voit dans ces chiffres la preuve que le vent tourne pour les réseaux sociaux. “Ils ont atteint leur pic”, a-t-il tweeté.
– La déception –
Jusqu’à mercredi, l’action de Facebook avait atteint des records. Les investisseurs semblaient ignorer les inquiétudes liées au scandale des données personnelles, notamment les enquêtes sur la fuite de telles informations vers la firme britannique Cambridge Analytica (CA).
Mais les résultats ont déçu.
Le chiffre d’affaires bien qu’en hausse de 42% à 13,2 milliards de dollars est en-dessous des attentes des analystes. Avec 2,23 milliards d’usagers actifs mensuels, Facebook fait à peine plus que fin mars et, là aussi, c’est moins que ce qu’anticipaient les marchés.
“Nous investissons tellement dans nos systèmes de sécurité que cela va commencer à avoir un effet sur notre rentabilité, nous commençons à le voir ce trimestre”, a tenté de justifier Mark Zuckerberg, après avoir passé des mois à tenter de redorer le blason de Facebook dans le sillage de l’affaire CA.
Certains analystes se voulaient néanmoins plutôt rassurants, expliquant que le groupe avait peut-être simplement averti du pire scénario possible.
“La compagnie a des antécédents de réajustement de la croissance du chiffre d’affaires et des prévisions de dépenses, seulement pour prendre le contrepied et dépasser ces attentes au trimestre suivant”, a estimé Gene Munster, du cabinet Loup Ventures, dans une note.
Richard Greenfield, analyste chez BTIG, a confiance en Facebook malgré ces prévisions pessimistes: “Le téléphone portable conquiert le monde et Facebook est au centre pour tirer profit de ce changement”.
les commentaire
Good website! I really love how it is easy on my eyes and the data are well written. I am wondering how I could be notified when a new post has been made. I’ve subscribed to your RSS which must do the trick! Have a great day!
I have been absent for some time, but now I remember why I used to love this blog. Thanks , I will try and check back more frequently. How frequently you update your website?
Does your site have a contact page? I’m having trouble locating it but, I’d like to shoot you an email. I’ve got some ideas for your blog you might be interested in hearing. Either way, great blog and I look forward to seeing it improve over time.
Youre so cool! I dont suppose Ive read something like this before. So good to seek out somebody with some original ideas on this subject. realy thanks for beginning this up. this web site is one thing that is needed on the internet, somebody with a bit originality. useful job for bringing something new to the internet!
This web site won’t display properly on my iphone – you might wanna try and repair that
Magnificent beat ! I would like to apprentice while you amend your website, how could i subscribe for a blog site? The account aided me a acceptable deal. I had been a little bit acquainted of this your broadcast provided bright clear idea
Greetings from Idaho! I’m bored to tears at work so I decided to check out your site on my iphone during lunch break. I love the info you present here and can’t wait to take a look when I get home. I’m amazed at how quick your blog loaded on my cell phone .. I’m not even using WIFI, just 3G .. Anyways, very good site!
Unquestionably imagine that which you said. Your favorite justification appeared to be on the net the simplest thing to keep in mind of. I say to you, I definitely get annoyed even as folks think about concerns that they plainly don’t recognize about. You controlled to hit the nail upon the top and outlined out the whole thing with no need side effect , folks could take a signal. Will likely be back to get more. Thank you
I have been exploring for a little bit for any high-quality articles or blog posts on this sort of area . Exploring in Yahoo I at last stumbled upon this site. Reading this information So i?m happy to convey that I’ve a very good uncanny feeling I discovered just what I needed. I most certainly will make certain to do not forget this site and give it a look regularly.
It’s a pity you don’t have a donate button! I’d certainly donate to this excellent blog! I suppose for now i’ll settle for bookmarking and adding your RSS feed to my Google account. I look forward to brand new updates and will talk about this website with my Facebook group. Talk soon!
An additional issue is that video games are generally serious anyway with the key focus on knowing things rather than fun. Although, there is an entertainment element to keep your children engaged, each and every game is generally designed to work on a specific expertise or course, such as math concepts or scientific discipline. Thanks for your posting.
It is my belief that mesothelioma can be the most lethal cancer. It contains unusual features. The more I actually look at it a lot more I am certain it does not act like a real solid cells cancer. In the event mesothelioma is usually a rogue viral infection, hence there is the chance for developing a vaccine and also offering vaccination to asbestos subjected people who are really at high risk regarding developing foreseeable future asbestos connected malignancies. Thanks for revealing your ideas on this important health issue.
I do love the manner in which you have presented this particular issue plus it really does give us some fodder for thought. Nevertheless, coming from what I have personally seen, I just simply trust when the actual reviews pile on that folks remain on issue and in no way embark upon a tirade regarding some other news of the day. All the same, thank you for this outstanding point and though I do not concur with this in totality, I respect your standpoint.
Thanks for your post on this blog site. From my own personal experience, there are times when softening up a photograph could possibly provide the photography with a little bit of an inventive flare. Often however, this soft cloud isn’t just what you had planned and can usually spoil an otherwise good photograph, especially if you thinking about enlarging this.
Very great post. I just stumbled upon your blog and wished to mention that I’ve truly loved surfing around your weblog posts. In any case I?ll be subscribing on your feed and I hope you write once more soon!
Good post. I learn one thing more difficult on completely different blogs everyday. It can at all times be stimulating to read content from different writers and apply a little bit something from their store. I?d want to use some with the content on my blog whether or not you don?t mind. Natually I?ll offer you a link on your web blog. Thanks for sharing.
I was suggested this web site via my cousin. I’m no longer sure whether or not this publish is written by means of him as no one else know such exact about my trouble. You’re wonderful! Thanks!
Thanks for the strategies you write about through this web site. In addition, lots of young women who become pregnant don’t even aim to get medical health insurance because they worry they probably would not qualify. Although a lot of states currently require that insurers provide coverage no matter the pre-existing conditions. Costs on these kind of guaranteed plans are usually bigger, but when thinking about the high cost of medical care it may be a safer strategy to use to protect the financial future.
The crux of your writing while sounding agreeable initially, did not settle properly with me personally after some time. Somewhere throughout the sentences you were able to make me a believer but only for a very short while. I still have a problem with your leaps in logic and one would do well to help fill in all those breaks. In the event that you actually can accomplish that, I will surely end up being amazed.
I would like to thnkx for the efforts you’ve put in writing this website. I am hoping the same high-grade blog post from you in the upcoming as well. In fact your creative writing abilities has inspired me to get my own web site now. Actually the blogging is spreading its wings quickly. Your write up is a good example of it.
I have been exploring for a little for any high quality articles or blog posts in this sort of space . Exploring in Yahoo I finally stumbled upon this web site. Studying this info So i?m glad to show that I have an incredibly good uncanny feeling I discovered just what I needed. I most without a doubt will make sure to do not overlook this website and provides it a look on a continuing basis.
Hello There. I found your weblog the usage of msn. This is a really neatly written article. I will be sure to bookmark it and return to read extra of your useful info. Thank you for the post. I?ll definitely comeback.
Hi there, I found your web site via Google while looking for a related topic, your site came up, it looks great. I have bookmarked it in my google bookmarks.
Thanks for your recommendations on this blog. One thing I wish to say is that purchasing electronics items through the Internet is not something new. In truth, in the past several years alone, the market for online electronics has grown drastically. Today, you’ll find practically just about any electronic gizmo and other gadgets on the Internet, including cameras along with camcorders to computer pieces and games consoles.
Good day I am so delighted I found your web site, I really found you by accident, while I was browsing on Aol for something else, Regardless I am here now and would just like to say thanks a lot for a fantastic post and a all round interesting blog (I also love the theme/design), I don’t have time to read through it all at the moment but I have book-marked it and also added your RSS feeds, so when I have time I will be back to read much more, Please do keep up the great work.
http://kentaro-kinoshita.com/2020/06/06/6-5-リンガーハット
http://www.factorytapestry.com is a Trusted Online Wall Hanging Tapestry Store. We are selling online art and decor since 2008, our digital business journey started in Australia. We sell 100 made-to-order quality printed soft fabric tapestry which are just too perfect for decor and gifting. We offer Up-to 50 OFF Storewide Sale across all the Wall Hanging Tapestries. We provide Fast Shipping USA, CAN, UK, EUR, AUS, NZ, ASIA and Worldwide Delivery across 100+ countries.
I?ve been exploring for a bit for any high-quality articles or weblog posts on this sort of house . Exploring in Yahoo I at last stumbled upon this website. Reading this info So i?m satisfied to exhibit that I’ve an incredibly good uncanny feeling I discovered just what I needed. I so much indubitably will make sure to do not omit this site and give it a glance on a relentless basis.
Nice post. I used to be checking constantly this blog and I’m impressed! Very useful info particularly the ultimate section 🙂 I care for such information a lot. I used to be seeking this certain information for a very lengthy time. Thanks and best of luck.
Magnificent website. Plenty of useful information here. I?m sending it to a few friends ans also sharing in delicious. And naturally, thanks for your sweat!
F*ckin? remarkable things here. I am very glad to see your post. Thanks a lot and i am looking forward to contact you. Will you please drop me a mail?