The guys at All Facebook have gone out and crunched numbers to determine the impact. Their full analysis posted here. The most alarming metric: "The average monthly active users for the top 1500 applications has dropped 15.6 percent from its peak toward the end of September."

At FOWA London, Mark Zuckerber, addressed the platform, the new UI and the impact on the apps ecosystem. His general comment was that applications that relied on long term engagement and sharing have grown while the ones that relied on a box in the profile will have seen a drop. (Also interesting comments on monetization and mobile and location).
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