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OGC平台DAU/MAU低于20%
OGC平台DAU/MAU低于20%
行业数据
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所属报告：
海外互联网行业：哔哩哔哩三问“小破站”的中场战事-210629（33页）.pdf
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Duolingo用户数DAUMAU变化（百万人）
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2016-2023H1Duolingo用户数DAUMAU变化（百万人）
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根据我们前文的讨论，1）DAU/MAU 变化可能受用户结构变化影响，低龄用户增加将降低 DAU/MAU比值；2）4亿 MAU下，B站用户画像将发生变化。我们进一步测算发现，若依据我们前文对用户结构的讨论， 4 亿 MAU 下，25 岁以下人群占比在 41%~49%之间。考虑到 1）B站发力 OGC，而头部 OGC平台 DAU/MAU比值低于 20%；2）内容生态建设完善需要持续时间积累，短期内仍然存在 DAU 增长速度或慢于 MAU 增长速度可能性，假设 B站 DAU/MAU在 25%~30%之间变化。
行业数据
原图定位
当前图表所属：
海外互联网行业：哔哩哔哩三问“小破站”的中场战事-210629（33页）.pdf
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