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As a reminder to not over-index on your personal bubble when evaluating companies that operate globally, Facebook's most recent quarterly results: * Facebook d

by nrp 5y ago

As a reminder to not over-index on your personal bubble when evaluating companies that operate globally, Facebook's most recent quarterly results: * Facebook daily active users (DAUs) – DAUs were 1.88 billion on average for March 2021, an increase of 8% year-over-year. * Facebook monthly active users (MAUs) – MAUs were 2.85 billion as of March 31, 2021, an increase of 10% year-over-year. * Family daily active people (DAP) – DAP was 2.72 billion on average for March 2021, an increase of 15% year-over-year. * Family monthly active people (MAP) – MAP was 3.45 billion as of March 31, 2021, an increase of 15% year-over-year.

tmountain 5y ago
This could also be to loosening bot policy though. As companies struggle to show growth, internal decisions are often made to allow for additional leniency regarding what counts as a "user".
nightski 5y ago
Those numbers do not refute my statement. I'm assuming they are global and not for the U.S. Midwest? Also as I indicated just because a user logs in does not mean they enjoy the product. Also - does a FB ad on a web page refresh your login and count you as a DAU?
- jfengel 5y ago
  I don't have numbers for the Midwest, but this article[1] says the numbers for the US are basically stable. (Headline says "decline", but a number that small strikes me as margin-of-error stuff given the difficulty in measuring. Even stability would be worrying to Facebook, which depends on continued growth, though if the number really is 195 million, then that's such a huge fraction of the US that I'd think it's nearly saturated). It's possible that some regions are declining faster than others. But if the Midwest is like the rest of the US, a .5% decline isn't something that would be detectable with the naked eye. Even 2x or 3x that wouldn't really be obvious unless you were measuring. It's not impossible that they're measuring wrong, but the source of this data is their quarterly financial report, not a marketing document. [1] https://www.fastcompany.com/90598536/facebooks-daily-active-users-decline-for-a-second-quarter-in-the-united-states-and-canada https://www.fastcompany.com/90598536/facebooks-daily-active-...

by nrp 5y ago

tmountain 5y ago

This could also be to loosening bot policy though. As companies struggle to show growth, internal decisions are often made to allow for additional leniency regarding what counts as a "user".

nightski 5y ago

Those numbers do not refute my statement. I'm assuming they are global and not for the U.S. Midwest? Also as I indicated just because a user logs in does not mean they enjoy the product. Also - does a FB ad on a web page refresh your login and count you as a DAU?

jfengel 5y ago
I don't have numbers for the Midwest, but this article[1] says the numbers for the US are basically stable. (Headline says "decline", but a number that small strikes me as margin-of-error stuff given the difficulty in measuring. Even stability would be worrying to Facebook, which depends on continued growth, though if the number really is 195 million, then that's such a huge fraction of the US that I'd think it's nearly saturated). It's possible that some regions are declining faster than others. But if the Midwest is like the rest of the US, a .5% decline isn't something that would be detectable with the naked eye. Even 2x or 3x that wouldn't really be obvious unless you were measuring. It's not impossible that they're measuring wrong, but the source of this data is their quarterly financial report, not a marketing document. [1] https://www.fastcompany.com/90598536/facebooks-daily-active-users-decline-for-a-second-quarter-in-the-united-states-and-canada https://www.fastcompany.com/90598536/facebooks-daily-active-...