Where Data Tells the Story
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Users from lower-income countries tend to be a lot less valuable to advertisers. But which platform you’re on matters a lot, too. Just this week, Reddit said its revenue was booming thanks to AI-powered ads. Pinterest shares, meanwhile, are sinking this morning on the exact opposite — AI’s influence underwhelmed investors. At Snap, it was the same story, with shares diving 17% on Wednesday as the company is somehow barely growing while its peers leap forward.
For all three of those companies, the average revenue per active user (ARPU) was about $2.40 to $2.80 a month for a user in the US or North America. (They define their geographies slightly differently.) So, not a whole lot to split them.
Mark Zuckerberg’s social media giant is a little harder to pin down, after it inconveniently decided to stop splitting out its daily active users by geography. But, based on our best estimate that it has 250 million daily active users in the US and Canada (more on this below), combined with the fact that Meta reported $20 billion in ad revenue in the US and Canada, implies that the typical Meta user is worth somewhere around 10x as much: about $26 and change.
See the full article here.