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[color=rgba(0, 0, 0, 0.84)]This article is reprinted with permission from the venture capital circle's self-media Yourseeker (public ID: yourseeker2018). Please contact the source for reprinting.At the beginning of 2019, Twitter announced that it would cancel the disclosure of monthly active users (MAU) after the first quarter of this year, and replace it with monetizable daily active users (mDAU), thereby highlighting the potential of its platform.
[color=rgba(0, 0, 0, 0.84)] The decision is reminiscent of Apple's decision late last year. At that time, Cook announced that it would stop disclosing iPhone sales data and instead Indian Phone Number report gross profit margins for the services business. This move is not difficult to understand. For Apple, the ceiling of the mobile phone business is about to hit the top, and it is obviously difficult to convince Wall Street of its future by continuing to disclose a number that is likely to weaken.
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[color=rgba(0, 0, 0, 0.84)]Twitter chose to announce the news when its 2018Q4 earnings report was unveiled. At the same time, it told everyone that as of 2018Q4, the platform had 126 million daily active users, 60 million less than Snapchat (not to mention the 1.2 billion daily active behemoth Facebook), so the stock price immediately A 10% drop is a tribute. And just 2 days ago, Snapchat soared 20%+ with good data.
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