Doesn't surprise me. I don't want to make too harsh of accusations, but in my head, it feels just short of fraud. Not growing fast enough? Shrinking? Give a third world nation free internet to become users and pad the numbers. Tell advertisers and investors you're growing, but not precisely how and where.
Again, that's just my first instinct, not an accusation.
This is absolutely in part Facebook's doing. They've struck numerous deals.