[skinnymuch]

Facebook isn’t declining much. More so growth has just stalled. It’s still a huge company and Instagram will continue growing. If they can get Facebook Messenger and/or Whatsapp monetized to even a few bucks per user, that’ll add a decent chunk of change too.

[moorhosj]

Users declined in Europe which is their second highest revenue/user geography. Their future revenue targets were also revised lower (i.e. declined).