Always read the small print!
When a US-listed company releases their earnings they often do it via a non-statutory press release (translation: most likely written by their financial PRs). The actual normal filings (a form 10-Q for quarterly results) normally becomes available a couple of days later. Facebook's 10-Q is now available to view here.
As I've said earlier, its best to read filings from back to front as all the interesting stuff is always in the footnotes. Similarly here - nothing earth-shattering (the headline numbers are already out) but just some detail which the company didn't mention on the press release.
Mobile users up, Zynga split down
Two nuggets - mobile-only MAU's were up 23% sequentially to 102m, versus an increase of only 6% for overall MAUs. Remember one of Facebook's big revenue problems is that revenue per user is much lower on mobile than desktop so the more mobile-only users, the less ad revenue Facebook gets. Not a direct comparison, but for reference Zynga said on its Q2 call that its ARPU for mobile users is roughly half that for desktop users.
Secondly Facebook disclosed that Zynga accounts for 10% of group revenues (down slightly from 11% in Q1). Ads from pages generated by Zynga accounted for an additional 4% of revenues (similar to Q1 but down from 7% of group last year). Interestingly if you strip out Zynga revenues from Facebook's Payments split, it shows that ex-Zynga payment revenues (a segment which should be growing fast and is potentially a high-margin revenue stream for Facebook) only grew 6% sequentially to $74m. Facebook has been early to the payments game but still looks lamentably under-scale in this space.