"I think Facebook recognizes that at some point folks are going to cut back on the services they support, and the one that has the best breadth of good services will be the survivor," Enderle said. "It goes to their long-term survival."
Analysts are split on whether Twitter is in danger.
"I don't think Twitter is in danger because I don't believe Facebook can own immediacy," Moorhead said. "Immediacy and depth work against each other. Just as Facebook owns depth, Twitter owns immediacy."
Olds, though, has a different take.
"This is certainly something that Twitter needs to consider in its strategy," he said. "Facebook has a huge user base and has the resources and reach to make their Twitter-like features prominent. They also already have an advertising-based business model that will make it easier for them to monetize this feature. Facebook is definitely a threat to Twitter."
Sign up for CIO Asia eNewsletters.