Earlier quoted context omitted.
Major ouch. Although it's pretty funny to see that their first reaction was to call it a leak before investigating...
A leak's a leak. Accidental of intentional.
I think a leak requires intent.
Twitter Reports Weak Earnings and the Stock Is Crashing
101–110 of 146 posts
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#102I see boomers yelling 'the bubble is bursting'.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#103Did anyone expect any different from Twitter? Their main platform needs significant improvement. Biggest disadvantages for Twitter: 1) People are flocking to other social messaging apps, especially the mobile variants (Snapchat, Instagram, etc). I suspect because its coolness factor is waring off, because of rampant trolling, and poor discovery. 2) Most of Twitter advertising is useless, in large part due to poor dat…
>Most of Twitter advertising is useless
My comlany stopped doing Twitter advertising. It is basically marketers marketing to eachother. The whole thing is gamed. Not to mention it is opaque, expensive, and clunky to use. Sharp contrast with say google adwords.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#104Earlier quoted context omitted.
Another way to look at it is that Twitter's first trade on the NYSE in November 2013 was at $45.10, and today, almost a year and a half later, it closed at around $42. That is not a whole lot of return for what is supposed to be a growth stock. It's also not a particularly great story to tell prospective employees if you're trying to attract them with stock-based compensation.
Public companies give RSUs to employees. Which don't need a grown story.
I got options at my current employer even when they were publicly listed when I got the offer.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#105Earlier quoted context omitted.
Compensation. I know an engineer with 3 year experience who was offered 150K salary + 600K of stock grant over 4 years. Management get paid a lot more, obviously.
Is this a recent offer or an old offer with current valuation of their stock? The latter seems reasonably if the stock offer had a five-figure valuation but a recent offer of 600k in stock seems ludicrous. Are public tech companies really offering that much in compensation these days?
Keep in mind that "stock" is likely in the form of options which, with the stock price below IPO, are likely worth nothing at this point.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#106Random question: How do I stop videos from auto starting on Bloomberg? I'm running Safari with no Flash, and have Ad-block on. Video doesn't start, but audio does. Super Annoying.
I've taken to identifying the VPO (video platform organization) and their hosts, and adding them to my /etc/hosts blocklist. https://plus.google.com/104092656004159577193/posts/QZ1vdpwB... These will catch most of them: 0.0.0.0 www.autofixinfo.com # Autoplay video 0.0.0.0 c.brightcove.com # Autoplay video 0.0.0.0 player.theplatform.com # Autoplay video 0.0.0.0 link.theplatform.com # Autoplay video 0.0.0.0 ci-2862d2c8…
Why not use NoScript and/or RequestPolicy instead? That way, all such sites are blocked by default, and you can temporarily or permanently enable individual ones with a couple of clicks.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#107I think the writing is on the wall for Twitter. The younger generations are increasingly flocking to snapchat, yik yak, and similar apps. I never hear of anyone using it anymore(college student here). I would have stopped facebook a while back as well if I didn't use OAuth for damn near everything
Twitter, Facebook, Google+, Snapchat, Instagram, Whatsapp, etc… they are all just iterations of the same basic things: messaging, file (photo) sharing, identify, news. The writing is on the wall from inception. The value is in the community, but community is amorphous and not really ownable or defendable. The only real difference I've noticed in the last, lets say 15 years, is that people have grown up with things no…
I think your comment is quite insightful. Just think about how many times instant messaging has shifted from one most-popular platform to another. IRC, ICQ, AIM, MSN, Skype...SMS?...Facebook?...WhatsApp? It's just a constant shift from one service to the next. Obviously this cycling will continue forever. Therefore it would seem unwise to invest in any one platform too heavily, if at all--as a user or an investor.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#108Earlier quoted context omitted.
I really find it hard to believe that firehose revenue would be anywhere close to ad revenue.
Why not? there are a lot of companies looking to analyze their own market possibilities. BTW: Lot of downvotes instead of replies.
Yeah, but I'd imagine the number of companies who want to advertise something dwarfs the number of companies doing data analysis.
It's mass market vs niche market.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#109Earlier quoted context omitted.
Public companies give RSUs to employees. Which don't need a grown story.
If the share price isn't going up, one would rather get paid in cash.
One would generally always rather get paid in cash, which can be used to invest in a diverse portfolio of valuable investments.
Re: Twitter Reports Weak Earnings and the Stock Is Crashing
#110I think the writing is on the wall for Twitter. The younger generations are increasingly flocking to snapchat, yik yak, and similar apps. I never hear of anyone using it anymore(college student here). I would have stopped facebook a while back as well if I didn't use OAuth for damn near everything
I'm a recent college student and most of the people I know still in college use twitter. It seems our anecdotes are conflicting.
More importantly, has anyone you know ever clicked a Twitter ad?