[rahulgoel]

- DAUs decreased -0.05% from 1,930m in Q3 22 to 1,929m in Q4 22. ("sequentially") - DAUs increased +4.5% from 1,845m in Q4 21 to 1,929m in Q4 22. ("year over year") - See pp18: https://s21.q4cdn.com/399680738/files/doc_financials/2021/q4...

DAUs are those using FB app only. Metric for those using all apps (Insta, Whatsapp, etc) increased.

Btw - there are ~4.66B internet users - and FB has 77% of those log into one of their apps a month (MAPs = 3.59b, pp11).

[swamp40]

FB pushes you to Insta via its Reels preview videos right on top when you open the FB app.

Instagram Reels is more addicting - full screen videos that just show you more of what you watch most intently, doesn't care that you "liked" a page 5 years ago.

Zuck is depreciating FB.

[skrtskrt]

Reels is probably >90% recycled from TikTok, with the TikTok video waterwark still on it.

The original content that is there has nothing on TikTok, and the Reels recommendation algorithm is crap - feels like a bunch of if-then statements and you have to make a massive effort to get yourself out of having a particular category in your feed (constantly swipe away as fast as possible if a video of that category comes up; but watch a single video all the way through in that category and it becomes half of your feed)

I joined TikTok recently after watching Reels for a few months (I figured it's probably just as good, right and why have yet another app tracking me), and I was blown away by how much better TikTok content & algorithm is.

Part of it is the user base. TikTok has truly some cool content for every niche you could imagine, and by and large comments are positive and funny.

[randomsearch]

Slight aside, but DAU is such a BS metric.

It's relatively easy to boost such numbers - just keep bugging people with a notification here or a sudden important event. And a user is not the same as a person.

I've noticed previously I've suddenly been spammed via email by Facebook at the end of the month, presumably to boost their MAU.

Much more meaningful would be a distribution of the number of minutes spent by individuals on the mobile app, and details of the click-through rate of adverts.

Summary statistics - if chosen properly - of both could avoid abuse.

I think at some point Wall St will be called out as having been very naive to pay attention to such stats.

[Nextgrid]

> FB has 77% of those log into one of their apps a month

I would suspect some of those are bots or sockpuppet accounts.

[vagabund]

The obvious Zuckerbergian next vertical to exploit when you've run out of people on the planet to addict is to funnel those DAUs toward a dating service to birth future demand.

[clairity]

thank god for the 23% of us who have some good sense!