It's going to be dramatic - it's unclear how much of their DAUs are organic and how much is through their PE usage deals. There's a large amount of organic usage certainly, it's a useful tool, but there are quite a few of the tell tale signs that they have an internal number they want their user acquisition to be at and they're failing to meet that through organic growth.

I have this image in mind [1] - I wonder how it shifted over time.

[1] https://imgur.com/a/3zBZ27I