31–40 of 91 posts
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A good portion are likely selling ads and supporting advertisers.
they're not doing a very good job. i can't remember the last time i clicked on a twitter ad.
The stock fell 18% because "monthly active users" grew "less than 4 per cent...between the third and fourth quarters," with US user growth at just "3 per cent quarter-on-quarter". "Facebook," by comparison, "increased its user numbers at the same 4 per cent rate from a much larger base in the same period" [1]. The GAAP loss highlighted is due to one-off accounting charges related to stock compensation. Note that reve…
Following the completion of this offering, the stock-based compensation expense related to Pre-2013 RSUs and other outstanding equity awards will have a significant negative impact on our ability to achieve profitability on a GAAP basis in 2013 and 2014.
http://www.sec.gov/Archives/edgar/data/1418091/0001193125134...
I'm not of those people who thinks all tech valuations are insane, but I think it is hard to justify twitter being worth 150x their quarterly revenue (~$36b valuation/~$240m revenue). I understand twitter's valuation reflects the fact that it's a growing company, but even a company like facebook is only valued at 60x their quarterly revenue ($158b/$2.5b quarterly revenue). But at least the consensus on wall street an…
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Tons of employees + tons of machines + tons of bandwidth - very little advertising revenue = big loss Have you purchased anything or viewed many ads on Twitter?
I've said this before, but if Twitter added a tier of paid accounts that offered analytics, scheduling and other features, I'd upgrade. Maybe there would be enough revenue to keep the servers running.
"What exactly does Twitter need 2300 employees for?"
Before we jump the gun on this "loss", read this first:[1] Net loss - GAAP net loss was $511 million for the fourth quarter of 2013 compared to a net loss of $9 million in the same period last year. The company's Q4 GAAP net loss included $521 million of stock-based compensation expense, of which $406 million was for restricted stock units previously granted to employees, for which no expense had been recognized, unt…
With its 18% decline in after hours trading today, Twitter's market cap is still $36.63 billion. Even if you analyze it based on the shell-game of adjusted EBITDA, and assume that it will stay at $45 million/quarter, you come out with a P/E ratio of 165.
Twitter is not Facebook. Their growth trajectory isn't remotely close. Personally, I am staying away. I don't want to party like it's 1999.
I have so many problems with the twitter product I don't even know where to begin. I am working on writing my own UI to twitter to look more like facebook. At its essence, I long for a twitter that:
* makes it easier to follow and indulge in conversations(facebook does this)
* filters out noise, such as retweets or same links showing up 5 times from 5 different people
* remove the 140 char limit; we've moved away from 140 chars with sms for a reason and it is time for twitter to do the same
Duh? Who really thought Twitter would suddenly become profitable after the IPO? The VCs cashed out and walked away laughing at the imploding building. THERE (STILL) IS NO PROFIT MODEL.
No profit model? Completely wrong. According to the IPO docs they make about $2/1000 views in America (which is good) and were projected to make $1 billion in revenue this year (also good). This article reports that their first quarter revenue is about $250 million, more than double the previous year, which makes their prediction definitely feasible. The remaining question is whether they can turn this revenue into p…