Facebook: Key takeaways from the AdAge Digital 2014 Conference - CRT Capital
CRT attended the Ad Age Digital Conference last week and have a positive takeaway for FB vis a vis Instagram. Instagram now has 200mm users and they are starting to use advertising products -- they are working with large brands to make sure that the ads are native to both users and the site. CRT thinks that these products could add $2-3bn in incremental revenues over the next few years which would be very positive for FB shares.