Snap has invested in original shows, as well as content developed in partnership with other media companies. ![]() In prepared remarks about earnings, CFO Derek Andersen cited Snap's investment in original content as a factor in its ability to grow ARPU. Its daily active users reached 249 million, up 18% year over year, and revenue increased to $679 million, up 52% year over year. Snap grew ARPU to $2.73 last quarter, up 28% year over year. Though there is still lots of room to grow, given how far their ARPUs lag Facebook's, they are heading in the right direction with their new advertising strategies. Snap and Pinterest, whose blowout financial results led to large stock spikes last week, both managed double digit year-over-year growth in users, revenue and ARPU. Twitter would like MAP to be one of its flagship products to attract advertisers, but it has continually run into technological challenges. But it delayed its revamp of the Mobile Application Promotion (MAP) ad product to 2021. Twitter cited new ad formats and its Advanced Mobile Measurement program among the drivers of advertising revenue, which increased 15% year over year to $808 million. "So I think the growth driver for Twitter going forward from my perspective was really monetization, not user growth." Twitter has a "more narrowly defined sort of user base and kind of a hierarchy of those users," said John Freeman, CFRA's vice president of equity research. Though its earnings beat on the top and bottom lines, its stock has fallen more than 20% since last Thursday's close. Twitter's monetizable daily active users (mDAUs) grew by just 1 million to 187 million last quarter. The company doesn't report ARPU directly, but Raymond James analysts estimated it at $4.30 last quarter, down from its estimate of $4.84 for the year-ago quarter. ![]() Twitter looks to be on the same trajectory of slowing user growth, but investors have less confidence about its ability to monetize. ARPU there was already a whopping $39.63 last quarter, compared with $12.41 in Europe, $3.67 in Asia-Pacific and $2.22 in the rest of the world. and Canada region, as Needham analysts pointed out in a note last week. Its user base in Europe also remained flat at 305 million daily active users for the third consecutive quarter.īut there may be little space for ARPU improvements in the U.S. Facebook said it expects its user base in that region to remain flat or decline in the next quarter, too. and Canada fell to 196 million from 198 million in the third quarter. It remains the clear leader in ARPU, but investors were spooked last week when the social network announced its number of daily active users in the U.S. If user growth starts to go flat or decline for these companies, revenue growth must come from squeezing ever more value from existing users.įacebook is now entering that stage. These social networks are becoming victims of their own success - the pool of new potential users keeps shrinking. Investors care about ARPU, which is measured by dividing revenue by number of users in a quarter, because it shows how effectively companies monetize their users. Pinterest : $1.03, up 15% year over year. ![]() Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower Weibo operates in a similar way to Twitter in which any user can create, post, and share content on its platforms.Īccording to Weibo 2021 annual report, the company offers several products for users to express themselves on its platforms, including a post, an individual page, a story, top articles, Weibo Q&A, and Weibo Live Streaming.Best Debt Consolidation Loans for Bad Credit Similarly, Pinterest defines a monthly active user as an authenticated Pinterest user who visits its website, opens the mobile application or interacts with Pinterest through one of the browser or site extensions, such as the Save button, at least once during the 30-day period ending on the date of measurement.įor your information, Weibo is a Chinese social media company that operates mainly in China but users around the world can use and share content on Weibo platforms. Read Daily Active Users Comparison Among Facebook, Twitter and Snapįacebook defines its monthly active users or MAUs as registered and logged-in Facebook users who visited Facebook through its website or a mobile device or used its Messenger application, in the last 30 days as of the date of measurement.
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