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Apple's payment network will impact the product/service ecosystem favorably and will face limited competition. Apple Pay could contribute $500 million to $1 billion to Apple's revenue in FY 2015.
Facebook is expected to report its Q3 2014 results after market close on October 28. The company undertook a number of moves in Q3, which should drive both topline and bottomline performance in Q3. We expect the company to report 48 cents earnings on revenue of 3.29 billion, well ahead of the street consensus of 40 cents earnings and $3.1 billion revenue.
YouTube net US video ad revenue is expected to grow at a slower rate, due to increased competition, saturation of video ad space, and slowing engagement trends. YouTube will have to invest more capital into content development, which will lower the overall profitability of the segment as content acquisition costs will increase considerably.
While Twitter is expected to report strong revenue growth and user engagement, user growth will be the metric to watch out for in Q3 2014. At its current valuations, a small disappointment on any front could trigger a correction in Twitter valuations.
Facebook ad partner Nanigans recently released its Facebook advertising benchmark report for Q3 2014. Nanigans reports a solid growth in CPC and CPM prices on the social network, even as the CTR continued to grow. The Nanigans report hints at yet another quarter of solid revenue and earnings growth at Facebook.