Facebook COO leaves Facebook

This conversation was originally just a remark made by the New York Times report that Sandberg (Sheryl Sandberg) will be released on March 11 in a new book, "Lean in". The New York Times article said that "some people suspect that" Lean in "is the first step in Sandbergmai's new career, which may be political."

This little detail, chewed by Kevin Roose of New York magazine, argues that Sandberg will leave Facebook next year. His arguments are as follows:

Sandberg completes her mission: helping the company build a mature business model

Sandberg made a fortune on Facebook (as she did on Google's resume)

Sandberg is not only trying to be a successful business female leader, she is also committed to promoting the feminist movement ("Lean in" is a female career experience)

Sandberg worked for the government and she will return to politics

Sandberg has no room to grow on Facebook (Mr Zuckerberg will undoubtedly hold the CEO position firmly)

In addition to the fifth, I think it is basically reasonable to analyze some of the Roose. When Zuckerberg was recruited by Mark Zuckerberg in 2008, Jim Breye Jim Breyer, the Accel partner of Facebook's first venture capitalist, told Sandberg that "Mark is our forever CEO", Sandberg accepted Facebook's invitation to accept the fact that she was willing to second-in-command. Now five years later, there is nothing to be done about it.

For Sandberg's future career direction, the development of "politics" is a natural speculation. From 1984 to 1991, Sandberg worked for the U.S. Treasury as the Director of the office, a powerful position, and Sandberg performed well. When he recruited Sandberg, Zuckerberg used "Facebook like a government" to lure her. In addition, politics helped to promote the feminist movement.

There are questions about Sandberg's departure from Facebook, and BI's blogger, Henry Blodget, also noted the problem, and said that Sandberg had been on Facebook for no less than 1 years, since Facebook's share price is currently below its IPO 30%. Sandberg has unfinished business, and she wants Facebook to be above the IPO price, making her own Facebook business path "flawless success" (unblemished success).

I think it's better to measure it by the trend than by the stock price. When Sandberg leaves Facebook, it should be the fruition of Facebook's mobile advertising business. In the current situation, this time is at least 2 years.

Facebook began dabbling in mobile advertising 2012 years ago, grabbing 18.4% of the US mobile ad business in just a year. At the same time, according to Facebook's four quarterly earnings report of January this year, Facebook had 1.06 billion active users (MAU), with mobile MAU reaching 618 million, accounting for more than half, while the revenue from the mobile end Q4 reached 306 million last year, accounting for 23% of total revenue. The number was zero a year ago.

If Sandberg had joined Facebook in March 2008, it had found a mature business model for Facebook through precise, customized advertising. And Facebook's strong growth in mobile advertising is another piece of land that Sandberg has brought Facebook through under the mobile bandwagon. And since the time is still early, the other several major competitors Google, Yahoo!, Apple, etc. are in the groping period, the first advantage will be more obvious.

According to EMarketer, a market research firm (pictured above), Facebook will grab 25.2% of the mobile-ad market in 2013, up from 10.3% of Google's 19.6% and Pandora's. But as competition intensifies by 2014, Google's share will rise to 23%,facebook share will be reduced accordingly. To meet these possible battles, Sandberg could not immediately put down Facebook. If Sandberg has spent 4 years putting Facebook on the market, it will take at least three years for mobile advertising to prove itself-a rapidly changing mobile landscape that requires the commercialization of Sandberg to stay in response to market opportunities, such as increasingly important video and rich media ads, Facebook There is no layout yet.

In addition, according to EMarketer forecast, in the Digital equipment display advertising business (not mobile), Google's share will be more and more, 2013 years will reach 18%, 2014 to 21.2%. Correspondingly, Facebook's share will grow slowly, from 14.4% last year to 15.5% in 2014. Facebook has the risk of losing Google in its traditional PC online display advertising business, and Facebook should defend itself.

If the online display advertising business, especially the mobile platform display advertising business, Facebook can earn a good income, then Wall Street is obviously willing to give Facebook a high price. So instead of keeping the conversation about when Sandberg leaves Facebook, it's better to focus on the level and ratio of advertising revenue from mobile platforms for the next 10 quarters of Facebook. This is the key factor in determining whether Sangi can be taken off the body.