Just nudged 41.0% L6+ (+1% w/w), driven by an absurd week in KR and strong continued mobile adoption. We are double-checking the Koreans aren't fake before we celebrate.

The photos team is now focused almost exclusively on a new mobile photo app as we gawk at Instagram's simple photo-sharing app taking off (and even our own app sees fat growth...mobile uploads increased to 17.7M day, +5.3% w/w). Like Beluga, watching these guys explode validates our strategy of de-cluttering our mobile experience and offering standalone messaging and photos products outside from the monolithic app garden...

Beluga: This deal should be closing next week after we agreed to terms. We've worked out a plan for these guys will become our mobile messaging team; start shortly, sunset Beluga and launch a standalone FB messaging product. This will look like an upgraded version of Titan with some of the high-quality Beluga integrations like location and map-view. This team will move to launch something quickly (~6 weeks), with the goal of folding this back into FW/Buffy once we have more traction in this space.

A report pulled this week showed that 38% of status updates are published from phones (by volume), with 20% alone coming from m-site. While consumption is still overwhelmingly web-based by volume, content production is over-indexed to mobile by almost an order of magnitude.

Last week 4SQ announced 6.5M MAUs w/ 2M checkins/day @ 17% m/m growth in MAU vs. our 11M MAUs w/ 2M checkins/day @ 23% m/m growth. So we're in reasonable shape here.