Actually, they are losing users in the countries where they first emerged. But for now, growth is sustained by late-comers in other countries, much like it happ

Actually, they are losing users in the countries where they first emerged. But for now, growth is sustained by late-comers in other countries, much like it happened to RIM. http://www.insidefacebook.com/2011/06/12/facebook-sees-big-traffic-drops-in-us-and-canada-as-it-nears-700-million-users-worldwide/ http://www.insidefacebook.com/2011/06/12/facebook-sees-big-t... I think when your core users and initial early adopters are leaving your product/service, you need to start worrying immediately, rather than wait for that 3-year late "financial impact" to "believe it" that you're in trouble.