They actually beat analyst expectations for revenue, but the sales pitch for a long time has been, "Revenue doesn't matter, because massive user growth!" That d

They actually beat analyst expectations for revenue, but the sales pitch for a long time has been, "Revenue doesn't matter, because massive user growth!" That doesn't pan out so well when user growth is OK at best. The real problem is core to the product (it's really hard to become an active user), and one that's both really difficult and really time-consuming to solve.