Advertising Revenue
Payments and Other Fees Revenue
$0
$750
$500
$250
$1,000
$1,250
$1,500
Dec 31
2010
Mar 31
2011
Jun 30
2011
Sep 30
2011
Dec 31
2011
Mar 31
2012
Jun 30
2012
Sep 30
2012
Dec 31
2012
$1.26 $1.14 $1.26 $1.24 $1.38 $1.21 $1.28 $1.29 $1.54
ARPU:
Revenue
Worldwide
(in $ millions)
$655
$76
$637
$94
$776
$119
$798
$156
$943
$188
$872
$186
$992
$192
$176
$1,329
$256
$1,086
$0
$400
$300
$200
$100
$500
$600
$700
Dec 31
2010
Mar 31
2011
Jun 30
2011
Sep 30
2011
Dec 31
2011
Mar 31
2012
Jun 30
2012
Sep 30
2012
Dec 31
2012
$2.77 $2.49 $2.84 $2.80 $3.20 $2.90 $3.20 $3.40 $4.08
ARPU:
Revenue
US & Canada
(in $ millions)
$359
$53
$332
$62
$77
$87
$395
$462
$105
$419
$106
$479
$111
$538
$99
$631
$149
$394
$0
$100
$200
$300
$400
Dec 31
2010
Mar 31
2011
Jun 30
2011
Sep 30
2011
Dec 31
2011
Mar 31
2012
Jun 30
2012
Sep 30
2012
Dec 31
2012
$1.25 $1.19 $1.33 $1.34 $1.60 $1.40 $1.43 $1.37 $1.71
ARPU:
Revenue
Europe
(in $ millions)
$201
$17
$206
$23
$245
$30
$245
$45
$55
$306
$274
$54
$294
$52
$295
$46
$374
$66
$0
$50
$100
$150
$200
Dec 31
2010
Mar 31
2011
Jun 30
2011
Sep 30
2011
Dec 31
2011
Mar 31
2012
Jun 30
2012
Sep 30
2012
Dec 31
2012
$0.46 $0.43 $0.50 $0.56 $0.56 $0.53 $0.55 $0.58 $0.69
ARPU:
Revenue
Asia
(in $ millions)
$53
$5
$56
$6
$74
$8
$88
$16
$95
$20
$99
$19
$115
$20
$133
$21
$168
$30
$0
$50
$100
$150
$200
Dec 31
2010
Mar 31
2011
Jun 30
2011
Sep 30
2011
Dec 31
2011
Mar 31
2012
Jun 30
2012
Sep 30
2012
Dec 31
2012
$0.33 $0.31 $0.38 $0.40 $0.41 $0.37 $0.44 $0.47 $0.56
ARPU:
Revenue
Rest of World
(in $ millions)
$41
$2
$44
$3
$61
$4
$71
$7
$79
$8
$79
$8
$104
$9
$120
$10
$156
$11
Note: Our revenue by user geography in the charts above is geographically apportioned based on our estimation of the geographic location
of our users when they perform a revenue-generating activity. This allocation differs from our revenue by geography disclosure in our
consolidated financial statements where revenue is geographically apportioned based on the location of the advertiser or developer. In June
2012, we discovered an error in the algorithm we used to estimate the geographic location of our users that affected our attribution of certain
user locations for the first quarter of 2012. The first quarter of 2012 ARPU amount for the United States & Canada region reflects an
adjustment based on the reclassification to more correctly attribute users by geographic region. The amounts above for the fourth quarter of
2012 include a one-time increase in Payments revenue as described in Results of Operations.
47