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Twitter Shares Drop as Pace of Growth Slows

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Re: Twitter Shares Drop as Pace of Growth Slows

#2
"The whole world is watching Twitter. While we may not be currently meeting everyone’s growth expectations, there is one thing that continues to grow and outpace our peers: Twitter’s influence and impact."

https://medium.com/@jack/twitter-q416-earnings-call-4574b01e...

I honestly don't see how they are growing in influence and impact. I'd say that if it weren't for POTUS tweets, most people wouldn't even notice any change on Twitter's impact.

Re: Twitter Shares Drop as Pace of Growth Slows

#5
> It also lost both its chief operating officer and chief technology officer, increasing the load on Dorsey, whose time is divided because of his other job -- as CEO of Square Inc.

I find it interesting that the CEO of Twitter has two jobs. It's really in line with our future of a "sharing economy" where one job isn't enough to survive. It'd be funnier if it was Travis Kalanick (Uber CEO) but this is pretty good too.

Now joking aside, why the heck do investors allow the CEO to have a second job? If I were an investor at either of those companies I'd be pretty pissed off. Unless there's some magical synergy that can be had between them (and for the record I don't think there is), this is bad news on both ends.

Re: Twitter Shares Drop as Pace of Growth Slows

#6

What are people's opinions on the most optimistic case for Twitter (the business)?

I think it's difficult to say; my guess is endless layoffs and a slow gradual slide into irrelevancy like Yahoo! - no-one is really interested who is young at arguing with strangers online.

Do we know of any companies in tech (apart from Apple) who got big, stopped growing and managed to turn it around? Will it be an amazing purchase that saves them (like Apple did)?

Re: Twitter Shares Drop as Pace of Growth Slows

#7
post #2

"The whole world is watching Twitter. While we may not be currently meeting everyone’s growth expectations, there is one thing that continues to grow and outpace our peers: Twitter’s influence and impact." https://medium.com/@jack/twitter-q416-earnings-call-4574b01e... I honestly don't see how they are growing in influence and impact. I'd say that if it weren't for POTUS tweets, most people wouldn't even notice any c…

Beyond POTUS, I've noticed a definite uptick in usage almost solely from politics. Lots more politicians engaging in this, and people realising they can talk politics through this medium.

I don't know how you take advantage of that to pay your bazillion engineers though

Re: Twitter Shares Drop as Pace of Growth Slows

#8
post #2

"The whole world is watching Twitter. While we may not be currently meeting everyone’s growth expectations, there is one thing that continues to grow and outpace our peers: Twitter’s influence and impact." https://medium.com/@jack/twitter-q416-earnings-call-4574b01e... I honestly don't see how they are growing in influence and impact. I'd say that if it weren't for POTUS tweets, most people wouldn't even notice any c…

speaks volumes about their hubris

Re: Twitter Shares Drop as Pace of Growth Slows

#9
post #4

What are people's opinions on the most optimistic case for Twitter (the business)?

They get acquired by the Executive Branch of the US Government and relabeled "The Voice of Freedom"? :-)

Haha wow. This is already the worst of all possible dimensions but that would be rich

Re: Twitter Shares Drop as Pace of Growth Slows

#10
post #2

"The whole world is watching Twitter. While we may not be currently meeting everyone’s growth expectations, there is one thing that continues to grow and outpace our peers: Twitter’s influence and impact." https://medium.com/@jack/twitter-q416-earnings-call-4574b01e... I honestly don't see how they are growing in influence and impact. I'd say that if it weren't for POTUS tweets, most people wouldn't even notice any c…

Uses medium.com instead of a tweet storm...
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