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jtsg_ OP t1_iyj0nbd wrote

Few things stand out for me from the above chart:

  1. Despite its very large user base, Meta is miles ahead of competition in monetizing its user base. Its ARPU is almost 2x that of Twitter and 3x that of Snapchat.
  2. Twitter’s ARPU growth has stagnated over the last 3.5 years and has started to decline in recent quarters. The turmoil over at Twitter post Musk’s takeover will not make this any easier.
  3. Snapchat and Pinterest has a lot of catching up to do. Their ARPU is growing way too slowly for their liking.

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Tools use: Google slides and Vizzlo

Data from company reports

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trollsmurf t1_iylomr4 wrote

Meta is no doubt best at profiling users that is used to target ads, hence deemed to be more effective.

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jtsg_ OP t1_iylpe8w wrote

Yeah their ad targeting products were very effective + they also went way more aggressive in harvesting user data from outside the FB platforms. Their ARPU is really strong b/c of that.

I'm curious to see how monetization suffers (if at all) after the IDFA changes from Apple.

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