iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
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A Tale of Two Very Different Social Networks: Facebook Crushes Twitter…Again

Comparing the two companies is just downright depressing for TWTR lovers. The’ve been nothing but abject failures ever since coming public — and the losses continue.

Facebook is rising off record earnings, a ‘monopoly’ on mobile advertising — and overall great feelings.

Needham Research notes Facebook over-delivered upwardly revised estimates. Advertising revenue of $9.2B grew faster, up 47% y/y (49% y/y Ex-FX). Mobile revenue of $8B grew 53% y/y, and represented 87% of ad revenue in 2Q17. FB has a mobile monopoly. Most impressively (to firm) is that, despite over-delivering revenue growth, FB lowered its operating expense guidance to 40%-45% growth (from 40%-50% previously) and its CapX guidance to the lower end of its $7-$7.5B range, implying rapidly improving capital efficiency. This is supported by FCF of $3.9B in 2Q17, well above projections.

Twitter is plunging by 10% — because the platform is uninviting, filled with cucks, and used by the elite to control the dissemination of information.

As it relates to the back half of the year did note that while encouraged by the improvement of overall revenue trends, co does not expect to see revenue growth rates improve for the second half of 2017 because the headwinds; that’s primarily tied to the Teleport business but there’s some other comparables in there that are difficult and so the $75 million is a combination of the products co de-emphasized and some tougher comps as it relates to live which TWTR is encouraged can chip away at given the great site we have

And there it is, the company does not expect growth in the second half. Absolutely amazing.

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3 comments

  1. Cricket

    I recently heard a popular Twitter account holder state that after complaints from many of his users about shadow banning, he was contacted directly by Jack Dorsey. Dorsey insisted that Twitter does not shadow ban and was at a loss to explain what was going on – they are investigating.

    There is speculation that someone on the inside at Twitter could be trying to sabotage the source code. How much would a competitor pay to sabotage Twitter? Tens of millions I would expect.

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  2. mx2101

    The biggest media star of them all uses Twitter. Presumably Donald Trump has a Facebook page.

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  3. sarcrilege

    Both social networks, Twatter and FakeBook are indispensable sources of information for CIA/NSA and all other spying agencies. Ppl are just plain dumb to use them.

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