Jason Kint on Twitter: "Looks like a lot of press are nailing the story on Facebook's earnings. Bravo, @claresduffy at CNN, @jordannovet @sal19 at CNBC, @chernandburn at Barrons, @eculliford @niveditabalu at Reuters. It's all about Apple still and they refuse to answer the simplest question. /16… https://t.co/R3fW7i3wql"

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Jason Kint‏Verified account @jason_kint Jul 28

As zuckerberg spits out video metrics, a reminder to what we learned about his predictions and bogus metrics from an unsealed fraud lawsuit on the matter a couple years ago. /6https://www.niemanlab.org/2018/10/did-facebooks-faulty-data-push-news-publishers-to-make-terrible-decisions-on-video/ …

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Jason Kint‏Verified account @jason_kint Jul 28

FUD, FUD, FUD, FUD, FUD, FUD, FUD, FUD....the only question that matters for Facebook today is: What percent of app users for Facebook Blue app, Instagram and WhatsApp respectively are opting out of Facebook tracking on Apple's iOS 14.5+ platforms when prompted by users????? /7

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Jason Kint‏Verified account @jason_kint Jul 28

Sandberg has shifted back and forth from her normal pleas for small business, the benefits of "personalized ads" and innovation. I honestly don't think she's ever run a material business that doesn't depend on surveillance economics. /8

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Jason Kint‏Verified account @jason_kint Jul 28

Here comes the CFO who has the important role of balancing the tension between freaking out investors and creating more liability for the likely class action lawsuit if/when privacy changes hurt them worse than forecasted. /9

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Jason Kint‏Verified account @jason_kint Jul 28

third analyst question, Doug Anmuth from JP Morgan, asks a soft but legit question about Apple ATT and effect on Facebook. CFO stumbles and then calls it "generally in-line with expectations." He fails to give a percentage opt-out as Anmuth didn't ask for it.

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Jason Kint‏Verified account @jason_kint Jul 28

Sandberg just explained away rising prices by suggesting it's fine because it's an action and advertisers are getting more relevant personalization. /11

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Jason Kint‏Verified account @jason_kint Jul 28

Facebook totally dodged a follow-up on the effects of iOS 14.5+, ***it's a simple question to ask what % of users are granting Facebook permission to track under ATT.*** Let's see if any other analyst follows up again. /12

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Jason Kint‏Verified account @jason_kint Jul 28

Case study on my tweet above. This is NOT an answer from the CFO of a Trillion dollar company around an issue where they ran a national ad campaign because it was such a significant threat to their business. They’ll try to keep masking it by raising prices on advertisers. /13pic.twitter.com/4lYb1Scv7i

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Jason Kint‏Verified account @jason_kint Jul 28

Solid BBC report on Facebook earnings. Properly covers iOS problems for FB which I now realize hits in two ways: 1) inability for FB to track users to mine user data 2) post-pandemic shift back away from DR (direct response) toward brand spending. /14https://www.bbc.com/news/business-58006689 …

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Jason Kint‏Verified account @jason_kint Jul 28

Here is when CFO talks up DR and then Sandberg jumps in recognizing future risks and tries to suggest the definitions are blurring and brand advertisers are shifting to DR. In reality, FB has always been mostly DR platform. Brands don’t build desire on Facebook. /15pic.twitter.com/vGJup8jdbf

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Jason Kint‏Verified account @jason_kint Jul 28

Looks like a lot of press are nailing the story on Facebook's earnings. Bravo, @claresduffy at CNN, @jordannovet @sal19 at CNBC, @chernandburn at Barrons, @eculliford @niveditabalu at Reuters. It's all about Apple still and they refuse to answer the simplest question. /16pic.twitter.com/gtjai8U1Td