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The article specifically says slow growth of logged in US users is the reason that the stock fell, not because of lack of opportunities to monetize content. Revenue is up year over year. They just give a different reason for users turning away.

Edited

The article specifically says slow growth of logged in US users is the reason that the stock fell, not because of lack of opportunities to monetize content. Revenue is up year over year.

Original

The article specifically says slow growth of logged in US users is the reason that the stock fell, not because of lack of opportunities to monetize growth. Revenue is up year over year.