Meta希望通過Threads打敗Twitter,但用戶對它的興趣可能已經(jīng)開始下降。
數(shù)字數(shù)據(jù)公司Similarweb的分析顯示,7月7日,該應用的使用量達到最高峰,但短短一周之后,該應用美國用戶的每天平均使用時間就從21分鐘減少到6分鐘。該公司基于Meta旗下Threads的安卓應用對其使用情況進行了跟蹤。
同期Twitter的用戶使用時間也小幅下降了4.3%(至少在安卓平臺)。但Twitter的用戶使用時間依舊有25分鐘,遠高于Meta的競品。
從7月7日至14日,Meta Threads的安卓應用日活躍用戶從4,900萬減少到2,360萬。據(jù)Similarweb統(tǒng)計,Twitter在7月14日擁有約1.07億用戶。
Meta高管暗示他們已經(jīng)預料到其應用的熱度會有所下降。在Threads發(fā)布八天后,Instagram負責人亞當·莫塞里周日在Threads上寫道:“目前我們關注的并不是參與度,雖然該應用的參與度一直很不錯,我們所關注的是經(jīng)過初期起伏之后的狀況。每一款新產(chǎn)品初期都會經(jīng)歷起起伏伏?!?/p>
Meta CEO馬克·扎克伯格周一在Threads上寫道:“早期用戶增長情況好于預期,但更重要的是,現(xiàn)在每天有數(shù)以千萬計用戶在重復使用這款應用。”他表示該應用的增長情況“遠超過我們的預期”。他還表示“今年剩余時間的重點是改善基本面和留住用戶。”
Meta基于現(xiàn)有的Instagram平臺,在7月5日發(fā)布了與Twitter競爭的Threads,受到熱烈歡迎。該應用發(fā)布五天之后,扎克伯格宣稱這款新社交媒體服務的用戶突破1億。
如果這是準確數(shù)字,這將使Threads變成史上增長速度最快的消費者應用,超過了之前打破紀錄的OpenAI的ChatGPT。
據(jù)日經(jīng)亞洲引用市場研究機構Sensor Tower的數(shù)據(jù)稱,Threads超過四分之一用戶來自印度。美國是第二大市場,用戶占比為17.6%。
Meta發(fā)布Threads之后,用戶和廣告商都指出,該應用缺少其他社交媒體平臺常用的功能,例如通過標簽搜索的功能等。
莫塞里一周前在該平臺上寫道,Meta決定,為了了解對于該平臺“人們是否感興趣”,發(fā)布Threads“宜早不宜遲”。
Similarweb高級洞察經(jīng)理大衛(wèi)·F·卡爾寫道,與Twitter相比基本功能不足,可能是用戶參與度下降的原因之一。他還表示,“為了吸引用戶從Twitter轉移到Threads,或者在Threads上開始一種全新的社交媒體使用習慣,Meta的應用依舊需要提供更有說服力的理由”。
Meta在周二發(fā)布了Threads的新功能,包括更方便用戶查看粉絲的功能和翻譯功能。
Meta發(fā)言人在答復置評請求時,向《財富》雜志引述了扎克伯格和莫塞里在Threads上發(fā)布的帖子。
Threads與Twitter的對決
據(jù)媒體報道,在Twitter及其老板埃隆·馬斯克出現(xiàn)一系列失誤之后,Meta加快了發(fā)布Threads的計劃。
馬斯克的政策調整,尤其是內(nèi)容審查政策調整,令品牌商和創(chuàng)作者感到不安。據(jù)The Verge報道,Meta首席產(chǎn)品官克里斯·考克斯在今年早些時候的一次內(nèi)部會議上表示,公眾人物希望有一個“穩(wěn)健運行的”平臺。
Twitter老板對于Meta發(fā)布的這個競爭對手卻沒有太好的評價。
馬斯克抱怨Treads的隱私許可,挑戰(zhàn)扎克伯格要來一場“鐵籠斗”,并威脅要對Meta挖走前Twitter員工和盜竊商業(yè)機密的行為進行起訴。(Meta反駁馬斯克的指控稱,“Threads工程團隊沒有任何一名Twitter前員工”。)
扎克伯格在討論Threads時也明確提到了Twitter。他在Threads發(fā)布后不久在該應用上寫道:“我認為應該有一款用戶超過10億的公共對話應用。Twitter曾有機會實現(xiàn)這個目標,但它未能成功?!?/p>
在線分析公司Sensor Tower的總經(jīng)理安東尼·巴塔羅西在周末前對CNBC表示,Meta“需要更有說服力的價值主張,而不是簡單的‘沒有埃隆·馬斯克的Twitter’?!保⊿ensor Tower也報道了Threads用戶參與度和日活躍用戶下降的新聞。)
之前曾有社交媒體專家告訴《財富》雜志,Threads不太可能完全取代Twitter。
相反,基于文本的社交媒體將會分裂成提供不同內(nèi)容的多個平臺:Twitter主要提供突發(fā)新聞和評論,Threads(與其母公司應用Instagram一樣)將以網(wǎng)紅創(chuàng)作的內(nèi)容為主。
Twitter自身也存在問題。周六,馬斯克披露稱,Twitter的廣告收入持續(xù)下滑了50%,并且該公司的“現(xiàn)金流為負”。(財富中文網(wǎng))
2023年7月20日更新:本文更新了Meta的回復。
翻譯:劉進龍
審校:汪皓
Meta希望通過Threads打敗Twitter,但用戶對它的興趣可能已經(jīng)開始下降。
數(shù)字數(shù)據(jù)公司Similarweb的分析顯示,7月7日,該應用的使用量達到最高峰,但短短一周之后,該應用美國用戶的每天平均使用時間就從21分鐘減少到6分鐘。該公司基于Meta旗下Threads的安卓應用對其使用情況進行了跟蹤。
同期Twitter的用戶使用時間也小幅下降了4.3%(至少在安卓平臺)。但Twitter的用戶使用時間依舊有25分鐘,遠高于Meta的競品。
從7月7日至14日,Meta Threads的安卓應用日活躍用戶從4,900萬減少到2,360萬。據(jù)Similarweb統(tǒng)計,Twitter在7月14日擁有約1.07億用戶。
Meta高管暗示他們已經(jīng)預料到其應用的熱度會有所下降。在Threads發(fā)布八天后,Instagram負責人亞當·莫塞里周日在Threads上寫道:“目前我們關注的并不是參與度,雖然該應用的參與度一直很不錯,我們所關注的是經(jīng)過初期起伏之后的狀況。每一款新產(chǎn)品初期都會經(jīng)歷起起伏伏?!?/p>
Meta CEO馬克·扎克伯格周一在Threads上寫道:“早期用戶增長情況好于預期,但更重要的是,現(xiàn)在每天有數(shù)以千萬計用戶在重復使用這款應用?!彼硎驹搼玫脑鲩L情況“遠超過我們的預期”。他還表示“今年剩余時間的重點是改善基本面和留住用戶?!?/p>
Meta基于現(xiàn)有的Instagram平臺,在7月5日發(fā)布了與Twitter競爭的Threads,受到熱烈歡迎。該應用發(fā)布五天之后,扎克伯格宣稱這款新社交媒體服務的用戶突破1億。
如果這是準確數(shù)字,這將使Threads變成史上增長速度最快的消費者應用,超過了之前打破紀錄的OpenAI的ChatGPT。
據(jù)日經(jīng)亞洲引用市場研究機構Sensor Tower的數(shù)據(jù)稱,Threads超過四分之一用戶來自印度。美國是第二大市場,用戶占比為17.6%。
Meta發(fā)布Threads之后,用戶和廣告商都指出,該應用缺少其他社交媒體平臺常用的功能,例如通過標簽搜索的功能等。
莫塞里一周前在該平臺上寫道,Meta決定,為了了解對于該平臺“人們是否感興趣”,發(fā)布Threads“宜早不宜遲”。
Similarweb高級洞察經(jīng)理大衛(wèi)·F·卡爾寫道,與Twitter相比基本功能不足,可能是用戶參與度下降的原因之一。他還表示,“為了吸引用戶從Twitter轉移到Threads,或者在Threads上開始一種全新的社交媒體使用習慣,Meta的應用依舊需要提供更有說服力的理由”。
Meta在周二發(fā)布了Threads的新功能,包括更方便用戶查看粉絲的功能和翻譯功能。
Meta發(fā)言人在答復置評請求時,向《財富》雜志引述了扎克伯格和莫塞里在Threads上發(fā)布的帖子。
Threads與Twitter的對決
據(jù)媒體報道,在Twitter及其老板埃隆·馬斯克出現(xiàn)一系列失誤之后,Meta加快了發(fā)布Threads的計劃。
馬斯克的政策調整,尤其是內(nèi)容審查政策調整,令品牌商和創(chuàng)作者感到不安。據(jù)The Verge報道,Meta首席產(chǎn)品官克里斯·考克斯在今年早些時候的一次內(nèi)部會議上表示,公眾人物希望有一個“穩(wěn)健運行的”平臺。
Twitter老板對于Meta發(fā)布的這個競爭對手卻沒有太好的評價。
馬斯克抱怨Treads的隱私許可,挑戰(zhàn)扎克伯格要來一場“鐵籠斗”,并威脅要對Meta挖走前Twitter員工和盜竊商業(yè)機密的行為進行起訴。(Meta反駁馬斯克的指控稱,“Threads工程團隊沒有任何一名Twitter前員工”。)
扎克伯格在討論Threads時也明確提到了Twitter。他在Threads發(fā)布后不久在該應用上寫道:“我認為應該有一款用戶超過10億的公共對話應用。Twitter曾有機會實現(xiàn)這個目標,但它未能成功。”
在線分析公司Sensor Tower的總經(jīng)理安東尼·巴塔羅西在周末前對CNBC表示,Meta“需要更有說服力的價值主張,而不是簡單的‘沒有埃隆·馬斯克的Twitter’?!保⊿ensor Tower也報道了Threads用戶參與度和日活躍用戶下降的新聞。)
之前曾有社交媒體專家告訴《財富》雜志,Threads不太可能完全取代Twitter。
相反,基于文本的社交媒體將會分裂成提供不同內(nèi)容的多個平臺:Twitter主要提供突發(fā)新聞和評論,Threads(與其母公司應用Instagram一樣)將以網(wǎng)紅創(chuàng)作的內(nèi)容為主。
Twitter自身也存在問題。周六,馬斯克披露稱,Twitter的廣告收入持續(xù)下滑了50%,并且該公司的“現(xiàn)金流為負”。(財富中文網(wǎng))
2023年7月20日更新:本文更新了Meta的回復。
翻譯:劉進龍
審校:汪皓
Interest in Threads, Meta’s supposed ‘Twitter-killer’ app, may already be fraying.
Just a week after the app’s peak usage on July 7, average time spent on the app each day fell from 21 minutes to six minutes among U.S. users, according to an analysis by Similarweb, a digital data firm. The company tracked usage based on the social media service’s Android app.
Time spent on Twitter also took a slight knock over this period, falling by 4.3% (at least on Android). Yet the total, at 25 minutes, was still far above Meta’s competing app.
Daily active users on Meta’s Android app for Threads also fell between July 7 and 14, from 49 million to 23.6 million. Twitter had about 107 million users on July 14, according to Similarweb.
Meta executives suggested that they were expecting a fall in interest. “Our focus right now is not engagement, which has been amazing, but getting past the initial peak and trough we see with every new product,” Instagram head Adam Mosseri wrote on Threads on Sunday, eight days after the app’s release.
“Early growth was off the charts, but more importantly tens of millions of people now come back daily,” Meta CEO Mark Zuckerberg wrote on Threads on Monday, saying the growth was “way ahead of what we expected.” He continued that “the focus for the rest of the year is improving the basics and retention.”
Meta launched its Twitter competitor, built on Meta’s existing Instagram platform, to a massive reception on July 5. Just five days after release, Zuckerberg claimed that the new social media service had over 100 million users.
If accurate, that number would make Threads the fastest-growing consumer app ever, beating OpenAI’s ChatGPT, the previous record holder.
Over a quarter of users for Threads are in India, reports Nikkei Asia citing data from Sensor Tower, a market research firm. The U.S. is in second place, with a 17.6% share of users.
After Meta released Threads, both users and advertisers noted that the app was missing features common to other social media platforms, like the ability to search via hashtags.
Meta decided to release Threads “sooner rather than later” to see “if people were even interested” in the platform, Mosseri wrote on the platform a week ago.
That lack of basic features compared to Twitter may be one reason for the drop in engagement, writes David F. Carr, senior insight manager for Similarweb. Meta’s app “still needs to offer a compelling reason to switch from Twitter or start a new social media habit with Threads,” he continues.
Meta announced new features for Threads on Tuesday, including an easier way for users to see who is following them and a translation function.
A spokesperson for Meta, when asked for comment, referred Fortune to Zuckerberg and Mosseri’s posts on Threads.
Threads vs. Twitter
Meta reportedly accelerated its plans to launch Threads following missteps from Twitter and its owner Elon Musk.
Musk’s policy changes, particularly around content moderation, have unnerved brands and creators. Public figures were interested in a platform that was “sanely run,” Chris Cox, Meta’s chief product officer, said in an internal meeting earlier this year, reported The Verge.
Twitter’s owner has not taken the launch of Meta’s competitor well.
Musk has griped about Threads’ privacy permissions, challenged Zuckerberg to a cage fight, and threatened to sue Meta for poaching ex-Twitter employees and stealing trade secrets. (Meta dismissed Musk’s allegations, saying that “no one on the Threads engineering team is a former Twitter employee.”)
Zuckerberg has also explicitly referred to Twitter when discussing Threads. “I think there should be a public conversations app with 1bn+ people on it. Twitter has had the opportunity to do this, but hasn’t nailed it,” he wrote on the app soon after its launch.
Meta will “need a more compelling value proposition than simply ‘Twitter, but without Elon Musk,’” Anthony Bartoloacci, managing director at the online analytics firm Sensor Tower, told CNBC before the weekend. (Sensor Tower also reported drops in engagement and daily users for Threads.)
Threads is unlikely to completely replace Twitter, social media experts previously told Fortune.
Instead, the world of text-based social media would likely split into multiple platforms that offered different content: Twitter would be for breaking news and commentary, while Threads (like its parent app Instagram) would be for influencer-driven content.
Twitter has its own problems. On Saturday, Musk revealed that Twitter’s advertising revenue was still down by 50%, and that the company had “negative cash flow.”
Update, July 20, 2023: This piece has been updated with a response from Meta.