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DAU Comparison Among Facebook, Twitter, Snap And Weibo

Social media companies. Flickr Image.

The daily active users or DAUs is one of the most-used and important metrics for social media companies such as Facebook, Twitter, Pinterest, Snap and Weibo.

The purpose of the DAU metric is to measure users’ engagement and activities on social media platforms.

As most social media companies depend on advertisement revenue, the higher the DAU figure, the more advertisement revenue they will make.

For this reason, most investors will follow closely the DAU figures of Facebook, Twitter, Pinterest, Snap and Weibo.

A decline in the DAU figure on a consistent basis will almost always spell disaster for these companies and hence, the stock prices.

Therefore, in this article, we are going to examine and compare the DAU metrics of Facebook, Snap, Twitter and Weibo.

For your information, Pinterest does not specifically publish a DAU figure.

Instead, Pinterest publishes an MAU or monthly active user metric which is shown in this article: Pinterest’s MAU comparison with that of Facebook and Weibo.

That said, only Facebook, Twitter, Snap and Weibo publish a DAU figure during their earnings calls.

So, let’s start with the topics below.

Wordwide or Global DAU

Worldwide or global DAU

Worldwide or global DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* Facebook’s worldwide DAU does not include users on Instagram, WhatsApp or other products.
* Snapchat went public only in March 2017 and hence, the DAU dated back to only fiscal 2016.
* All companies’s fiscal year begins on Jan 1 and ends on Dec 31.

The worldwide or global DAU includes users from all geographical locations.

From the first look at the chart, it is very clear that Facebook has been dominating the social media space all these years given the exceptional DAU figure that the company has been having.

As of 2021 Q4, Facebook has more than 1.9 billion daily active users on its platforms on a global basis, a year-over-year increase of 5%.

While Facebook has been the leading social media company, its worldwide DAU is still on the rise given that it already has captured nearly 2 billion users, about one-third of the world’s total population.

On the other hand, Snapchat ranks second in terms of worldwide DAU after Facebook.

At only 319 million global daily active users reported in fiscal 4Q 2021, Snapchat’s DAUs are still way behind that of Facebook.

However, Snapchat’s DAUs are slightly better than Twitter’s Monetizable DAU (mDAU) which clocked at 217 million in fiscal 4Q 2021.

Weibo’s DAU came in at 249 million in fiscal 4Q 2021, slightly higher than that of Twitter but still falling behind Snap.

Among all the social media companies, Snapchat and Twitter’s DAU grew the fastest, notably at 15% and 16% respectively on average since fiscal 2017.

On the other hand, Facebook’s DAU grew only 10% on average since fiscal 2017, the lowest among Twitter, Snap and Weibo.

Snap, Twitter And Weibo’s Worldwide Or Global DAU

Twitter, Snap And Weibo's DAU

Twitter, Snap And Weibo’s DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* Snap, Twitter and Weibo’s fiscal year begins on Jan 1 and ends on Dec 31.

The previous chart may not clearly show the global or worldwide DAU figures of Snap, Twitter and Weibo.

Therefore, I have created another chart that explicitly shows Snapchat, Twitter and Weibo’s global or worldwide DAU.

As shown in the chart above, Snapchat’s DAU leads both Twitter and Weibo’s DAU.

As of fiscal 2021 Q4, Snapchat’s global DAU reached 319 million users while both Twitter and Weibo’s worldwide DAU came in at only 217 million and 249 million respectively.

Among the 3 social media companies, Snapchat grew the fastest, notably at 20% in fiscal Q4 2021 on a year-over-year basis.

On the other hand, Twitter’s mDAU or monetizable DAU grew 13% year-over-year in fiscal Q4 2021, slightly behind that of Snap.

Weibo’s worldwide or global DAU grew 11% in fiscal 4Q 2021, the lowest among the 3 companies.

North America DAU

North America DAU

North America DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* Facebook’s North America DAUs does not include users on Instagram, WhatsApp or other products.
* Snap’s North America also includes Mexico, the Caribbean and Central America.
* Snap went public only in March 2017 and hence, the DAUs dated back to only fiscal 2016.
* Weibo does not break down its DAU figures by region.
* All companies’s fiscal year begins on Jan 1 and ends on Dec 31.

Again, with nearly 200 million daily active users, Facebook is the king of social media in North America.

Snap ranks second with about 97 million active users from North America who hopped on its platforms on a daily basis in fiscal 2021 4Q.

Twitter has about 38 million monetizable active daily users from North America in the same fiscal quarter.

Of all social media companies, Facebook was the only one that experienced a flat user growth in the North American region while both Snapchat and Twitter reported positive year-over-year growth.

In this context, Snap’s North America DAU grew in high single-digit at 5% year-over-year in fiscal Q4 2021 while Twitter’s North America DAU grew only 3% during the same period.

In fiscal Q4 2021, Twitter added only 1 million users to its U.S. social media platforms while Snap added more than 5 million users in the North American region from the perspective of the DAU.

Facebook’s slowing DAU growth rate in North America is most likely due to the maturity of the company and the vast users base that the company has garnered from this region.

For perspective, the North American region has a population of around 600 million, and Facebook’s daily active users from this region constitute about one-third of the region’s total population.

Europe DAU

Europe DAU

Europe DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* Facebook’s Europe DAUs does not include users on Instagram, WhatsApp or other products.
* Both Facebook and Snap’s Europe includes Russia, and Turkey.
* Snap went public only in March 2017 and hence, the DAUs dated back to only fiscal 2016.
* Both Twitter and Weibo do not break down their DAU figures in Europe.
* All companies’s fiscal year begins on Jan 1 and ends on Dec 31.

In terms of daily active users in Europe, Facebook has garnered even more users from this region than in North America.

With more than 300 million daily active users, Facebook is once again the leading social media platform in Europe.

This is followed by Snap which has a DAU figure of 82 million reported in fiscal 4Q 2021.

Twitter and Weibo do not break down their Europe DAU figures.

Instead, Twitter lumps the data together with users categorized under the international region.

While Snap’s daily active users in Europe are significantly lower than that of Facebook, it is growing at significantly higher growth rates than Facebook.

For example, Facebook’s daily active user growth in Europe was the lowest at less than 1% or 1 million active users as of fiscal 4Q 2021 compared to Snap’s year-on-year growth rate of 11% or 8 million active users reported in the same quarter.

In short, Facebook’s Europe DAU growth has been slowing down over the years and the growth rate was the lowest in fiscal 2021.

For your information, Facebook has existed for more than a decade and the 300 million DAUs constitute roughly half of the population in Europe.

Therefore, that should explain the slowing growth of Facebook’s DAUs in Europe as the company long existed in this region before Snapchat came along.

Asia Pacific DAU

Asia Pacific DAU

Asia Pacific DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* Facebook’s Asia Pacific DAUs does not include users on Instagram, WhatsApp or other products.
* Facebook’s fiscal year begins on Jan 1 and ends on Dec 31.

Snap, Twitter and Weibo do not break down their DAUs figures for the Asia Pacific region.

Instead, Snap and Twitter lumped the data under the International region.

Therefore, I am assuming that the Asia Pacific DAUs for Twitter, Weibo and Snap may not be substantially significant.

That said, Facebook’s DAUs in the Asia Pacific are even more impressive and the company reported a DAU figure of 800 million in fiscal 4Q 2021, up 8% from a year ago.

While Facebook’s DAU growth in other regions may have slowed down, it’s not the case in the Asia Pacific.

On average, Facebook’s DAUs growth rate in the Asia Pacific hovers at 17% between fiscal 2016 and fiscal 2021.

Despite having an average growth rate of 17% in the last 6 years, Facebook’s Asia Pacific DAU also experience a significant slowdown in fiscal 2021.

At only 8% of daily active user growth in Q4 2021, this figure was the lowest since fiscal 2016 and was way below the average.

For perspective, Facebook’s latest DAU figure of 800 million represents less than 20% of the 4.5 billion population in the Asia Pacific region, way less than that of North America and Europe.

As such, Facebook still has much headroom for growth in terms of DAU in the Asia Pacific in the future.

International DAU

International DAU

International DAU

* DAU figures are plotted on a bi-annual basis to reduce the amount of data and the effort required.
* All companies’ International DAUs come from users outside of North America.
* Weibo does not break down its DAU figures by region.
* All companies’ fiscal year begins on Jan 1 and ends on Dec 31.

Internationally, Facebook is again the leading social media company with daily active users topping 1.7 billion in fiscal 4Q 2021.

On the other hand, Snap and Twitter’s international DAUs came to about 222 million and 179 million, respectively, in the same fiscal quarter.

Facebook’s international DAU is nearly 9X higher than that of Snap and more than 10X higher than that of Twitter.

Most social media companies recorded double-digit growth rates for international DAU, with Snap Inc reporting the best result at 28% YoY growth in fiscal Q4 2021.

On the other hand, Twitter’s international DAU was up 15% in fiscal Q4 2021 from a year ago while Facebook’s international growth rate came in at only 5% in the latest quarter, the lowest among the 3 companies.

In short, Facebook, Snap Inc and Twitter are still seeing exceptional user growth outside of U.S. and Canada and the respective growth rates are far higher than that reported in North America and Europe.

Summary

Based on the daily active users metric, Facebook is the king of social media, having DAU figures that are way above other social media companies such as Twitter, Snap and Weibo.

For example, on a global basis, Facebook’s DAU is nearly 7X higher than that of Snap and more than 9X higher than that of Twitter based on the 4Q 2021 result.

In North America and Europe, Facebook’s DAU is also multiple times higher than Snap and Twitter.

Weibo’s global or worldwide DAU was slightly higher than that of Twitter but was way less than that of Snapchat in 4Q 2021.

While Facebook is the leading social media platform of all regions in the world, its DAU growth rates are slowing down, particularly in North America and Europe.

For example, Facebook’s DAU growth in North America averaged only 2% since fiscal 2016.

Similarly, Facebook’s DAU growth in Europe averaged only 4% since fiscal 2016.

In contrast, other social media companies such as Twitter, Snap and Weibo’s DAUs are growing at a much higher rate than Facebook in North America and Europe, notably at least 10%.

While Facebook’s DAU may have hit a plateau in terms of growth in North America and Europe, it’s not the case in the Asia Pacific.

Facebook’s Asia Pacific and International DAUs still grow healthily at a YoY growth rate that averages around 17% and 12% respectively since 2016.

References and Credits

1. Financial figures for all companies discussed above were obtained and referenced from their respective financial statements which can be obtained from the following links:

a) Facebook Investor Relations
b) Snap Investor Relations
c) Twitter Investor Relations
d) Weibo Investor Relations

2. Featured images in this article are used under Creative Common Licenses and obtained from jclark and Jason Howie.

Statistics For Other Stocks

Disclosure

The content in this article is for informational purposes only and is neither a recommendation nor a piece of financial advice to purchase a stock.

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