Peter Smith
● As Evan recently pointed out, Meta ($META) has hit 3.54 billion daily active users across its apps. That's up from 2.5 billion in late 2020, showing Meta still dominates social media despite competition and regulatory pressure.
● Meta's growth depends on keeping users engaged while respecting privacy. The ecosystem works because people move easily between Facebook posts, Instagram Reels, and WhatsApp chats throughout the day. But antitrust investigations and concerns about data practices could slow things down or increase costs.
● The numbers are massive. Meta reaches about 45% of everyone on Earth — more than any other tech company. That scale drives huge ad revenue and strengthens its position as an AI-powered media giant. Daily users have grown 56.6% since 2019, maintaining an 8.1% annual growth rate. These figures keep investors confident, especially as Meta doubles down on AI-driven ads and commerce features in Instagram and WhatsApp.
● Meta has clearly evolved beyond just Facebook. Growth in the West has slowed, but India, Indonesia, and Brazil are picking up the slack. Features like WhatsApp business messaging and Instagram shopping have made Meta essential for daily communication and commerce.
Peter Smith
