Meta Platforms(US:META) Sou Hu Cai Jing·2025-05-08 05:05Core Insights - Meta executives acknowledge that TikTok is significantly outperforming Facebook and Instagram, with CEO Mark Zuckerberg describing Facebook as a "challenger" that has "lost momentum" [2][4] - TikTok's ability to create a shared contextual experience among users is highlighted as a key competitive advantage, allowing friends to see similar content without needing to share it directly [4] - Meta's internal discussions reveal concerns about competition from TikTok and other platforms, indicating a shift in the social media landscape where user engagement time is increasingly dominated by TikTok [3][5] Group 1: Meta's Competitive Position - Meta executives, including Zuckerberg and Instagram head Adam Mosseri, view TikTok as a major threat, with Mosseri predicting TikTok will surpass YouTube in user engagement [2][3] - Despite Facebook having the largest number of daily and weekly active users, it no longer leads in user engagement time, with TikTok taking the lead [4] - The internal documents suggest that Meta is struggling to maintain its position in a highly competitive market, with various companies eroding its growth potential [5] Group 2: User Engagement Trends - Research indicates that TikTok users, particularly those aged 4 to 18, spend 60% more time on TikTok than on YouTube, highlighting a shift in user preferences [2] - TikTok's introduction of 60-minute video uploads is seen as a direct challenge to YouTube, further intensifying competition in the video content space [2] - Meta executives recognize that merely adding new features is insufficient to retain users, as they face competition from a variety of popular social applications [5]