- ITG Research's checks suggest Facebook's (FB -1%) ad prices (on a cost per click basis) fell Q/Q in seasonally soft Q1, and that its revenue will be in-line or below consensus.
- OTR Global reported last month its Facebook checks pointed to softening news feed and FBX Exchange ad spend due to rising prices; Facebook's ad prices rose 92% Y/Y on a CPM basis in Q4.
- On the other hand, Facebook ad software provider Nanigans has said Q1 ad spend was stronger than expected following a slow start, and that it saw Facebook ad prices rise 10% Q/Q "across the board."
- Facebook, which has seen its estimates rise following three quarters of blowout revenue figures, reports on April 23. Shares are down moderately while the Nasdaq trades up 0.5%.