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019 Twitter mDAU doesn’t tell the whole story - Stock Picking Insights - Conservative Investing
Manage episode 295747005 series 2927024
Written Post: http://stockpickinginsights.com/twitter-mdau-doesnt-tell-the-whole-story
0:00 Intro
1:36 From Twitter MAU to Twitter mDAU: History
6:25 Can mDAU substitute MAU?
We will take a look at part of Twitter’s user growth history by analysing Twitter mDAU and MAU. The objective is to analyse the company as a potential investment.
One of the most important metrics in a social media advertising company is user growth. User growth allows the same ad space to reach more people, as explained when Facebook was analysed from a quantiative standpoint. It also increases network effects due to the volume of content created and data collected.
Rising mDAU is great because it means that users are engaging more with the platform than before. But it doesn’t necessarily mean that the total number of users accessing Twitter is growing (MAU). We can have rising mDAU with decreasing MAU, which is comparable to cost reductions in a business: how much more can you squeeze?
Spotify: https://open.spotify.com/show/2uFjecB...Website: http://stockpickinginsights.com/Facebook: https://fb.com/stockpickinginsightsTwitter: https://twitter.com/stockpinsightsInstagram: https://www.instagram.com/stockpickin...
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 episoder
019 Twitter mDAU doesn’t tell the whole story - Stock Picking Insights - Conservative Investing
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Manage episode 295747005 series 2927024
Written Post: http://stockpickinginsights.com/twitter-mdau-doesnt-tell-the-whole-story
0:00 Intro
1:36 From Twitter MAU to Twitter mDAU: History
6:25 Can mDAU substitute MAU?
We will take a look at part of Twitter’s user growth history by analysing Twitter mDAU and MAU. The objective is to analyse the company as a potential investment.
One of the most important metrics in a social media advertising company is user growth. User growth allows the same ad space to reach more people, as explained when Facebook was analysed from a quantiative standpoint. It also increases network effects due to the volume of content created and data collected.
Rising mDAU is great because it means that users are engaging more with the platform than before. But it doesn’t necessarily mean that the total number of users accessing Twitter is growing (MAU). We can have rising mDAU with decreasing MAU, which is comparable to cost reductions in a business: how much more can you squeeze?
Spotify: https://open.spotify.com/show/2uFjecB...Website: http://stockpickinginsights.com/Facebook: https://fb.com/stockpickinginsightsTwitter: https://twitter.com/stockpinsightsInstagram: https://www.instagram.com/stockpickin...
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 episoder
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