[pras_ra]

I've always said that Facebook is the one that will end up like yahoo. They may have a popular site and have bought a bunch successful social media apps like WhatsApp and Instagram, but other than oculus, they haven't done anything outside of social media. They're death is probably going to be one by 1000 paper cuts. There are already several social media companies like Twitter, Snapchat, Pinterest, Tinder, ect that Fb doesn't own and I think it's safe to assume that there will be a lot more social media apps/sites/platforms in the coming years, which kill Fbs usage very very slowly.

[allendoerfer]

I think, they are aware of this, since they already made a few defensive acquisitions. Facebook the platform could slow this by buying the biggest of these and by becoming more of a platform underlying the actual communities. Also at least for a long while they can work on creating new markets (Africa etc.).

Facebook the company has several options to branch out with synergies and create additional revenue streams: Identity and content are the first that come to mind, but there are probably a lot more.

Overall the problem of not being able to grow, because you already have all the users is really nice to have.