剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。

明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。

從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了:

FBGR1

AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to 55 percent since Q1 of 2011.

Mark Zuckerberg 在回答 Instagram 策略的時候,亦將「增長」放於比「廣告」更優先的位置,箇中原因很明顯了吧~

Techcrunch: CEO Mark Zuckerberg said today during the company’s Q1 earnings call. Adding ads could end up stunting Instagram’s rapid growth. He said, more than once during the call, that Instagram is currently growing at a faster rate than FB did at the same age, and it now has 100 million users.