Seeking Alpha

Facebook removing messaging from core apps

  • Facebook Messenger (FB +7.3%) will soon no longer be integrated within Facebook's core mobile apps. Users looking to chat with friends via Messenger will have to download the standalone app (fairly popular with mobile users, but not as popular as the core app).
  • Mark Zuckerberg mentioned Facebook was considering such a move last November, arguing "there's more friction to replying to messages" from the core app.
  • Also possibly a factor: Facebook's interest in growing its mindshare in an iOS/Android-dominated mobile landscape where each app is simply one icon on a home screen. The Verge has reported Facebook plans to launch a slew of new standalone apps in 2014.
  • In addition, it probably hasn't escaped Facebook's attention soon-to-be-acquired WhatsApp will soon have 500M+ users for its standalone messaging apps. Nonetheless, a backlash from some Facebook users accustomed to chatting via the core app is likely.
  • Flurry recently estimated Facebook's various services (not counting WhatsApp) has a 17% share of time spent by U.S. consumers on mobile devices.
  • Earlier: Facebook gains on bullish notes; Sandberg refutes political speculation
Comments (3)
  • dook
    , contributor
    Comments (42) | Send Message
     
    Facebook details are interesting, but what investors are buying is Zuckerberg's creative talent. If he is not quite a Jobs, he comes close. That is why I hold the stock.
    10 Apr, 10:36 AM Reply Like
  • smart_investoor
    , contributor
    Comments (175) | Send Message
     
    time will tell, but for now you can't say he is anywhere near jobs
    10 Apr, 12:58 PM Reply Like
  • Guy in Ithaca
    , contributor
    Comments (326) | Send Message
     
    I agree with Jim Edwards at Business Insider on this one. Not being able to send messages to friends on the Facebook app seems like "madness." Everyone I know who is a big Facebook fan sends lots of messages through the Facebook app. This plan will annoy very large numbers of people. I don't own FB because I can't decide how I feel about the direction it has been taking and so I have no feelings invested here. That having been said, Mark Zuckerberg seems a bit less genius-like each day. Another example that comes to mind is the way the Oculus Rift Kickstarter project people were treated. Sure, I understand there was no legal obligation to give them anything... But T-shirts and posters? Come on! I've read that if their donations had been investments they would have received about 145x return on their money. Facebook could easily, easily have afforded to give them something! I keep wondering if FB is TRYING to generate negative feelings. Perhaps FB has a secret plan to monetize bad will? Sorry, I just don't get it. Seems like a growing number of missteps.
    10 Apr, 01:03 PM Reply Like
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