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Twitter misses ad revenue and user growth estimates

reuters.com

161–170 of 444 posts

Re: Twitter misses ad revenue and user growth estimates

#161
post #92

Maybe they shouldn't have banned that user, after all.

Nah, they should have...and sooner.

As an American, it feels strange to me that the CEO of Twitter has control over how The President is able to communicate.

Re: Twitter misses ad revenue and user growth estimates

#162
Twitters design makes it kind of a weird one way communication tool.

Elon Musk can tweet something and a million people will reply. What percentage if those replies are bots, shills, or people trying to get money out of some offer of employment? Likely an absurdly high %.

Then there are the hacker groups and their influence campaigns... All over twitter.

I feel like twitter might be useful on a self hosted intranet with your close family and friends -- but as a global product it is grotesque.

Re: Twitter misses ad revenue and user growth estimates

#163
post #61

The Hacker News zeitgeist appears to be strongly anti-Twitter. I'm not entirely sure why. As far as "is the stock fairly priced" - it is only 5% of the market cap of Facebook. As far as "is Twitter a good product" - apart from complaints that people talk about politics on the app, I don't see anything substantial in the complaints here.

> As far as "is the stock fairly priced" - it is only 5% of the market cap of Facebook.

Twitter looks under-priced if you count its recent acquisitions from Quill, Sphere, Revue and it's intention to focus on the so-called 'web3'. Lots of ways to grow in those areas if they are smart enough.

Re: Twitter misses ad revenue and user growth estimates

#164
post #99

I use Twitter occasionally -- but the real shift in the past year is that all of my family (4 siblings, parents, in-laws, etc) have switched to using Signal. A group Signal chat is a wonderful social media platform, without any advertisements, algorithms, or similar nonsense. Just updates and thoughts from people I care about. It gives me hope that the destructive social media platforms like Twitter and FB will event…

This is something I learned to love with Snapchat. Instead of public posts, people just send stuff to you or the group. It's private, personal, and as you say, ad-free.

[deleted]

Re: Twitter misses ad revenue and user growth estimates

#165

They are not making money, are they?

Yes they are, they have just announced a $4B stock buyback. They are a “dividend” stock without proper dividends. Not everything needs to be a growth stock. Having said that 10% down in 10 years isn’t great, especially with where the rest of tech has gone in that time.

In what way are they a dividend stock?

They don't pay dividends and despite share buyback stock is down since IPO

Re: Twitter misses ad revenue and user growth estimates

#166
post #99

I use Twitter occasionally -- but the real shift in the past year is that all of my family (4 siblings, parents, in-laws, etc) have switched to using Signal. A group Signal chat is a wonderful social media platform, without any advertisements, algorithms, or similar nonsense. Just updates and thoughts from people I care about. It gives me hope that the destructive social media platforms like Twitter and FB will event…

This is something I learned to love with Snapchat. Instead of public posts, people just send stuff to you or the group. It's private, personal, and as you say, ad-free.

Snapchat is all ads for me. I have no idea what any of the buttons do except there is a 50% chance of seeing an ad with women in bikinis.

Re: Twitter misses ad revenue and user growth estimates

#167

They are not making money, are they?

It’s more about growth. Twitter isn’t growing as it should be.

If they were able to show strong user growth, revenue would follow as would the stock price. There are folks who love twitter, and those who prefer images. The larger segment is those who prefer images.

Re: Twitter misses ad revenue and user growth estimates

#168
post #130

So, I guess it turns out that buying user engagement isn't really worthwhile if you have no monetization strategy (that doesn't make all those users angry)?

They have ads but not even nearly is the tech on par with Facebook or Google. Difficult to understand how they are doing so poor when the media and politicians are the ones holding this simple platform on float like a baby.

Re: Twitter misses ad revenue and user growth estimates

#170

Buy more, it's on sale

That’s what people say when a normally healthy and growing company has a dip. But when a company does nothing but lose value for almost a decade, the phrase is totally inapplicable.

Then we better hope it becomes oversold at $19, since when that happens it becomes a very strong buy signal.
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