The title map is from: Oriental IC
Weibo Q3 earnings report was released, and the ceiling issue was once again revisited.
According to the financial report, the number of monthly active users of Weibo in September 2019 was 497 million, a net increase of about 51 million from the same period of the previous year, an increase of 11.4% year-on-year, and about 94% of the monthly active users were mobile users. The average number of daily active users in September was 216 million, a net increase of approximately 21 million from the same period of the previous year, an increase of 9.7%.
It seems that Weibo’s growth momentum is good, compared with a net increase of 70 million in Q3 in 2018 and a net increase of 30 million in daily active users. It is obvious that growth has slowed down.
As a fully mobile social media platform, the slow decline in growth momentum is not unrelated to the overall growth of the mobile Internet market. According to the 2019 China Mobile Internet Fall Report released by QuestMobile, since January 2018, as of September this year, the growth rate of China’s mobile Internet users has continued to decline. In 2018, the number of mobile Internet users increased by 46.07 million, and the net increase in the first three quarters of 2019 was only 2.38 million. In the context of the overall market decline, not only Weibo, WeChat and Vibrate in “Two Dips” are also facing increasing pressure.
In order to find the second curve of growth, the major super applications started the journey of “seeking new” very early.
WeChat’s response plan is to develop a small program ecosystem. As the only “all-people” application in China, the scale of platform users and China Mobile Internet users have always been at the same level. The growth of export can only increase the user’s usage time. .
There are two ways to deal with today’s headlines. One is to constantly incubate new APP (in September 2016, the introduction of vibrato), Through the APP matrix of vibrato, watermelon, volcano, multi-flash, and flying chat, the content ecological boundary is continuously expanded, and the users of different attributes are deposited in the empire built by the headline, and the development of the vibrating sound is the best.