1/4📊Per @streamlabs, $FB Gaming shows sustained growth in hrs watched while $GOOGL's YT Gaming falling off in 2021. All 3 services have been on the rise with the pandemic, with $AMZN's Twitch as the clear leader.

Over 8Q, increases of 380%, 56% & 107%.
blog.streamlabs.com/streamlabs-and… ImageImage
2/4 Over the past 8 quarters, Twitch increased it's avg concurrent viewer (CCV) count by 107% while $FB Gaming increased 380%.

Quarterly hours watched per CCV about stable, but FBG users apparently watch over 5 times longer. Respectively ~14h and... ~73h per day, methodology?🤔 ImageImage
3/4 $FB Gaming had a bumpy 2021 with regards to unique streaming channels while they've seemingly been leaving YT Gaming. Twitch remains dominant.

Respectiv changes in unique channel count over 8Q of +547%, -33% and +136%. ImageImage
4/4 Excluding the channel count spike, most prolific streamers are on FBG.

During Q3-2021, respectively for FBG/YTG/Twitch there's been 76, 134 and 26 hours watched for every hour streamed. Only #Twitch is consistent here.

Credit @MattNavarra for pointing source out.🙏 ImageImage
@streamlabs Changes graph on 1/4 is QoQ*

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Compound KFC

Compound KFC Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @CompoundKFC

16 Aug
$FB's case in📊1/:

#Facebook is the core #moat to $FB with arguably the largest (2.9B MAU) and strongest (fundamentally interpersonal SM) network effect on the market. Displacing the #1 keep-in-touch SM'll be tough, competes w/ email and phone, but enables blitz-scaled bolt-ons.
🌏2/ While #Facebook has seemingly saturated the market in NA (at ~53% of MAU/pop) and EU (~47%), bulk of user growth is in AP-RoW, long runway from current ~28% penetration (some more incl. #WhatsApp).
Using DAU/MAU as proxy for engagement we see the stickiness of FB-Messenger.
📈3/ Billions of users in #Zucc's hands driving unrelenting growth in ARPU, across the board. As NA-EU prints money, AP-RoW will further develop and get online while $FB's SMs enables ppl & businesses to prosper. Long-term opportunity of growing ARPU on this userbase is immense.
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

:(