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Agreed, he should clarify 1Q 2012. And it looks like he has it wrong.... The filing says $872M not $972M (page 51 of pdf).

That graph on page 51 is comparing advertising revenue ($872M) to payments+other revenue (the smaller bar, $186M). Total was $1,058M.

Edit: updated the total.

I'm confused then. Where are you getting $972M? If you are doing total revenue (advertising + payments and other), it's $872M + $186M = $1,058M

And also, page 56 of the pdf lists $1,058M as total revenue for 1Q 2012.