"In order to reverse the situation and to give themselves a little bit more leverage, they are turning towards new kinds of ideas or at least ideas that they are pushing forward and making more prominent than they were before."
VOA: standard.2010.05.03
You would reverse the process when the market loved leverage and stocks were selling at a discount to book.
As an investor who likes the Facebook story, I would prefer Facebook to post another quarter in order to reverse its margin compression and to prove its ability to leverage the Instagram transaction into a revenue-generating mobile strategy.