Meta lost 20 million users last quarter
TL;DR
Meta is planning to pump billions more into AI investments this year, despite noting that millions of users have seemingly started to abandon its platforms. In an earning call on Wednesday, Meta reported that figures for "Family daily active people" - the term Meta has coined for all collective users of Facebook, Instagram, WhatsApp, or Messenger - declined by 20 million this quarter compared to the previous three months.
Nauti's Take
Nauti sees two stories in one here: a measurable dip in Family Daily Actives is a rare moment of honest numbers cutting through the usual investor gloss — a real win for analysts and competitors. The catch: bundling four apps into a single metric deliberately obscures which platform is actually bleeding.
Useful for marketers rethinking their channel mix; shareholders should map the AI capex pace against the user trend before staying long.
Sources