71–80 of 91 posts
Earlier quoted context omitted.
they're not doing a very good job. i can't remember the last time i clicked on a twitter ad.
They're doing a pretty good job if they're managing to sell ads no one clicks on. I also don't click on Twitter ads, but I'd guess some folks are.
Some people I know have accounts so they can use it as an aggregator, and the occasional person tweets a question at a pseudocelebrity who isn't otherwise accessible, but I do not know anyone who uses it for its intended purpose.
For comparison, all my (24, m, Australia) friends use Facebook, most have Snapchat, half have Instagram, some have Pinterest, few use G+ or tumblr). No one uses Twitter.
With that in mind, the kind of valuations Twitter has seem insane to me. It seems like the only people who like it are celebrities and media companies who desparately want me to 'join the conversation'. Both of those groups are more than happy to move onto the next big thing, as we saw with Myspace.
It could be me who is just an outlier (this is, after all, completely anecdotal), but I have a feeling that the outlier might actually be Silicon Valley.
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…
Stock based compensation still costs investors money. They are effectively using investors' money to pay their employees, and that should and always will be priced into the stock. 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…
Earlier quoted context omitted.
Stock based compensation still costs investors money. They are effectively using investors' money to pay their employees, and that should and always will be priced into the stock. 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…
I don't follow your math.
I saw a provocative question on Twitter this afternoon: "What exactly does Twitter need 2300 employees for?"
Sales. Being a sales company requires a lot of salespeople. That's frankly a small number considering the number of companies that advertise.
Who is advertising on Twitter? And is it really effective? And do they need 2,300 people to sell these advertisements?
The thing that I don't quite get with Twitter is that I genuinely do not know anyone in real life who actually uses it. Some people I know have accounts so they can use it as an aggregator, and the occasional person tweets a question at a pseudocelebrity who isn't otherwise accessible, but I do not know anyone who uses it for its intended purpose. For comparison, all my (24, m, Australia) friends use Facebook, most h…
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…
Stock based compensation still costs investors money. They are effectively using investors' money to pay their employees, and that should and always will be priced into the stock. 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…
Hi, could you expand upon this, perhaps with an example? Thanks.
The thing that I don't quite get with Twitter is that I genuinely do not know anyone in real life who actually uses it. Some people I know have accounts so they can use it as an aggregator, and the occasional person tweets a question at a pseudocelebrity who isn't otherwise accessible, but I do not know anyone who uses it for its intended purpose. For comparison, all my (24, m, Australia) friends use Facebook, most h…
Earlier quoted context omitted.
It's an interesting question. By comparison, at the end of 2010 Facebook had about 2,000 +/- employees and $2b in sales for that fiscal year. Twitter is roughly three times overstaffed compared to Facebook.
Do you happen to know how the active user base compares between 2010 Facebook and 2013 Twitter?
Sauce: http://lighthouseinsights.in/wp-content/uploads/2013/07/face...
It's the first time I hear about Twitter selling "tweeting habits" of their users. I don't know what that means, does anyone?
