GGene Munster
G
Jul 30, 2025 at 03:17 PM
$Meta Platforms(META.US) DAU's defy the law of large numbers and define stability.
For June they were up 6% y/y, inline with 6% growth in March. The average over the past two years has been 6.1% growth per quarter. This metric is mind blowing because it's off of a base 3.48B people and speaks to how addictive their products are.Source: Gene Munster
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