Last week, Snap and Twitter successively released their Q2 financial reports, with revenues increasing by 116% and 74% respectively year-on-year, showing an accelerating trend for four consecutive quarters. The U.S. stocks' social media and digital advertising sectors are confirmed to be highly prosperous, with strong stock performance. Last Friday, FB's stock price surged 5.3% to a historic high, and its market cap reached one trillion U.S. dollars for the first time.
1. Users are still growing steadily, with the social media base remaining stable.
In Q1, Facebook's monthly active users reached 2.85 billion, a 10% year-on-year increase. Looking at different regions, Facebook's North American users are stable, with the main growth coming from Asia Pacific and other regions, increasing by 12.5% and 10% respectively year-on-year. DAU/MAU continues to stabilize at 66%.
Q1, the total monthly active users of the FB ecosystem (including Facebook, Instagram, Messenger, and WhatsApp) reached 3.45 billion, a 15% year-on-year increase. DAP reached 2.72 billion, a 15% year-on-year increase. The DAU/MAU ratio of the entire ecosystem continues to stabilize at a high level of 79%, with products like Instagram showing higher engagement than Facebook.
The user base of 3.45 billion in the internet social media and media category applications is far ahead, and due to the strong network effect of social media, FB's foundation will remain quite solid in the visible future.
Secondly, in Q1, the advertising revenue growth rate accelerated, and Instagram's ARPU increased rapidly.
Q1...