> Three billion “daily active people” across Meta’s “family” combines WhatsApp, Instagram, Facebook, Facebook Messenger (which I’m confident it counts separatel

> Three billion “daily active people” across Meta’s “family” combines WhatsApp, Instagram, Facebook, Facebook Messenger (which I’m confident it counts separately), Oculus, and Threads. Why is the author so certain that Facebook Messenger is counted separately, or that it matters? I'm pretty confident that somebody using both Facebook and Facebook Messenger counts as exactly one user for this metric, because that's the definition of the metric: "one or more of [...]". > What’s confusing is that in its Q4 2023 earnings, Meta reported it had 2.11 billion daily active users across its properties Uhh... No, they didn't. From the author's own link: "family daily active people (DAP) – DAP was 3.14 billion on average for September 2023, an increase of 7% year-over-year." > In that time period, Meta launched its “Horizon” Metaverse and its Twitter competitor Threads, which it claimed in its Q4 earnings had hit 130 million monthly active users, an increase of 30 million from Q3 2023. Yet between Q3 and Q4 2023, Meta’s overall monthly active users only increased by around 20 million — heavily suggesting that despite adding over 100 million new monthly active users in one property, it’s shedding tens of millions of users elsewhere. Umm... No, the numbers suggest nothing like that? They're totally consistent with almost all users of Threads being already monthly active users of some other Meta property. Which is what you'd expect if they already have >3B users. This might be some of the least competent financial analysis I've ever read, wrapped in a clickbait headline. I'm not sure if the author is completely innumerate, or if they just have trouble with understading complex phrases like "one of".