It's going to be dramatic - it's unclear how much of their DAUs are organic and how much is through their PE usage deals. There's a large amount of organic usage certainly, it's a useful tool, but there are quite a few of the tell tale signs that they have an internal number they want their user acquisition to be at and they're failing to meet that through organic growth.
It's going to be dramatic - it's unclear how much of their DAUs are organic and how much is through their PE usage deals. There's a large amount of organic usage certainly, it's a useful tool, but there are quite a few of the tell tale signs that they have an internal number they want their user acquisition to be at and they're failing to meet that through organic growth.
I have this image in mind [1] - I wonder how it shifted over time.
[1] https://imgur.com/a/3zBZ27I