Facebook hides users leaving their main app, but sticking with Instagram and WhatsApp by publishing a new calculation. Facebook today announced for the first time that in June 2.5 billion people spent at least one of their apps: Facebook, Instagram, WhatsApp, or Messenger. It's a useful number because it counts real people, instead of accounts, since people can have more accounts on a single app. 2.5 billion people compare to 2.23 billion monthly users on Facebook, 1 billion Instagram users, 1 , 5 billion users on WhatsApp and 1.3 billion users on Messenger.
Mark Zuckerberg announced the new state on Facebook's Q2 201
The Facebook seems to announce the state in the hope of deriving its attention from the fact that its user numbers went down in Europe and remained flat in the US and Canada, contributing to extraordinarily low monthly and daily user growth. This growth problem brought the Facebook share price down 9 percent in post-trade.
In the 2.5 billion state, Facebook CFO David Wehner explained that "We believe this figure better reflects the size of our society." He also explained that Facebook's monthly active user share of 2.23 billion "counts multiple accounts for a single user, and it accounts for 10 percent of Facebook's MAU "or 223 million.
By combining the user counts into a "Family of apps audience metric", Facebook can hide the fact that the core app is hitting a wall. Instead, it can count on WhatsApp and Instagram to cast the number. For example, if teens go from Facebook to Instagram, they will still be tented in the new metric. But it does not change the fact that the company's most important money maker loses its edge.