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I don’t buy Snapchat’s numbers. Their metrics all suggest an inflated user count.

• hbcondo714 4y ago
  How so? They define a Daily Active User "as a registered Snapchat user who opens the Snapchat application at least once during a defined 24-hour period" in their quarterly report: Source: https://www.sec.gov/Archives/edgar/data/0001564408/000156459022015139/snap-10q_20220331.htm#:~:text=We%20define%20a%20DAU%20as%20a%20registered%20Snapchat%20user%20who%20opens%20the%20Snapchat%20application%20at%20least%20once%20during%20a%20defined%2024%2Dhour%20period https://www.sec.gov/Archives/edgar/data/0001564408/000156459...
  • liuliu 4y ago
    Snapchat has been more aggressive at push notifications (such as @xxx friend posted a new story!) to move more MAUs / WAUs into DAUs category. These strategies have been employed by other competitors as aggressive as well though. So it is probably still comparable. I would say Snapchat's metrics are more "authentic" a few years ago, but now it is more "comparable".
    • thtpol 4y ago
      To be fair over counting users will affect ARPU as well, no free lunch (and we sorta saw that in the numbers this quarter tbf)
• rvz 4y ago
  > Their metrics all suggest an inflated user count. Evidence?