Twitter isn’t even remotely close to being an American company. With 4x as many monthly active users abroad, it truly is a global platform for news and information. The only problem with the company is they’ve got no idea how to monetize it.
More to that end, growth is at a standstill. User growth is barely moving, even with all of those fake accounts. Revenues are decreasing — because the model blows.
I’ve already detailed my experience with their ad platform and it was horrible.
Some libtards are pressing for Jack Dorsey to actually ban President Trump from Twitter. That’s the only positive thing the company has going for it. I was glad to see they’re not even thinking about doing such a ridiculous and petulant thing.
In their conference call, they said Trump’s use of platform shows it’s power. They did not see, however, a direct benefit from Presidemtial tweets.
See the problem with them, like so many other emotional people, is their inability to think outside the box. Instead of of pandering to their retarded leftist base, they should embrace the President’s affinity for their platform and work with him to set up a live QnA or something they can promote. They should be doing this with all celebrities and permit anyone to upgrade their accounts to host live webinars or QnAs, password protected if needed.
Instead, they wallow in their idiotic ideologies and suffer.
Details below, via Briefing.
Twitter beats by $0.04, misses on revs; issues disappointing guidance
Reports Q4 (Dec) earnings of $0.16 per share, excluding non-recurring items, $0.04 better than the Capital IQ Consensus of $0.12; revenues rose 0.9% year/year to $717 mln vs the $738.74 mln Capital IQ Consensus.
Advertising revenue totaled $638 million, down slightly year-over-year.
Mobile advertising revenue was 89% of total advertising revenue.
Data licensing and other revenue totaled $79 million, an increase of 14% year-over-year.
US revenue totaled $440 million, a decrease of 5% year-over-year.
International revenue totaled $277 million, an increase of 12% year-over-year.
Total ad engagements were up 151% year-over-year.
Cost per engagement (CPE) was down 60% year-over-year.
Q4 adjusted EBITDA of $215 million, up 12% year-over-year, representing an adjusted EBITDA margin of 30%, versus 27% in 2015.
Average monthly active users (MAUs) were 319 million for Q4, up 4% year-over-year and compared to 317 million in the previous quarter.
Average US MAUs were 67 million for Q4, up 3% year-over-year and flat compared to 67 million in the previous quarter.
Average international MAUs were 252 million for Q4, up 5% year-over-year and compared to 250 million in the previous quarter.
Mobile MAUs represented 83% of total MAUs.
DAU grew 11% year-over-year, an acceleration from 7% in Q3’16, 5% in Q2’16, and 3% in Q1’16.
Expect advertising revenue growth to continue to lag that of audience growth in 2017. Advertising revenue growth may be further impacted by escalating competition for digital ad spending and the re-evaluation of our revenue product feature portfolio, which could result in the de-emphasis of certain product features.
Adjusted EBITDA to be between $75 million and $95 million, well below expectations;
Adjusted EBITDA margin to be between 17% and 17.5%
SBC to be between $125 and $135 million.
Total non-GAAP expenses to be flat to down 5%, compared to full year 2016;
SBC to be down 15% to 20%, compared to full year 2016;
Capital expenditures to be between $300 and $400 million.
2017 Focus- easier on-boarding and easier ways to tweet; starting to see this in the results; recently launched explore tab which makes it easier to organize.
Product changes and marketing big driver for DAU; changes making and relaunching; Seeing strong growth in Q1 for DAUs.
Made a big bet in Live Streaming in 2016.
Majority of revenue remains branded advertising; Will continue to invest in this area.
Why unable to monetize?:
Looked at a number of different ways of analyzing the business; organizational impact as well as fundamental trends;
Reorganization salesforce at the end of Q3; Performance of those accounts that changed hands are consolidated versus performance of those spending to standpoint that were not affected and there is no difference in the trend so there’s no quantitative analysis that shows had an organizational impact due to the restructuring; Doesn’t appear to have any impact our revenue performance or outlook that said similar to the fourth quarter
Implied range of revenue that’s quite wide and there’s a number changing factors; continue to focus on EBITDA and EBITDA margin as opposed to a narrow range of revenue.
Haven’t been able to leverage the more attractive ROI potential of acceleration and the double-digit growth in inventory.
Audience and engagement growth were sitting down to branded advertiser showing them the positive trends taking them to the increased inventory the higher scale the greater growth all of which can lead to better ROI; will get better allocation over the next 6 to 12 months; in addition to that trend it’s important to understand that in the quarter did see audience and engagement growth were sitting down to branded advertiser showing them the positive trends taking them to the increased inventory
Did see an acceleration in the competitive environment for branded advertising since mid-January.
Taking a step back and looking at simplify product and putting resources behind those products think have the greatest probability of success that can deliver the best long-term growth potential and that leverage competitive advantages; may cause them to be deemphasized products increasing revenue
NFL exceeded revenue and profitability expectations for TWTR and partners.