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Twitter misses ad revenue and user growth estimates

reuters.com

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Re: Twitter misses ad revenue and user growth estimates

#3

Quoted post unavailable.

Sure you can! Michigan has a ban on smoking indoors and business grew for just about every bar and restaurant! Just gotta ban the right people. From what I can tell Twitter is doing that; but their business model is terrible and the platform is clunky. Their lack of growth has nothing to do with banning people.

Re: Twitter misses ad revenue and user growth estimates

#4
Is this at all related to Apple's privacy change? The article mentions FB's recent miss, which was attributed to this issue, but doesn't say whether it was at play here as well.

I realize iOS users are not the majority, but it's likely that they are more valuable for advertisers and therefore could generate more revenue.

edit: as noted below, this was in the article — I had done a search for "FB" and didn't see there was another reference to Apple that was upstream from where I landed.

Re: Twitter misses ad revenue and user growth estimates

#5
Is there some reason articles like this doesn't include profits? Revenue is specified along with a number of other key metrics, but not profit.

The overall conclusion seems to be the same as with Meta last week: It's going well, but not as well as predicted. The slower than expected growth is only a problem, because the stock market likes predictability and will punish any company unable to correctly foresee the future.

Re: Twitter misses ad revenue and user growth estimates

#6

Quoted post unavailable.

Sure you can! Michigan has a ban on smoking indoors and business grew for just about every bar and restaurant! Just gotta ban the right people. From what I can tell Twitter is doing that; but their business model is terrible and the platform is clunky. Their lack of growth has nothing to do with banning people.

> Their lack of growth has nothing to do with banning people.

Doesn't seem like that as their competitors that have sprung up are solely from conservatives being banned.

Banning smoking !== banning dissenters, your analogy has a false equivalency for multiple reasons, I wouldn't use them for debates if I were you, just teaching.

- edit because of post limit -

@cheriot: Enough users for you to know about them. Competition starts somewhere. But yes I agree Twitter has a monopoly right now, my point is that monopoly is cracking due to censorship.

@ketzo: So you know of their future competitors? That's a start. Maybe Twitter's monopoly will be dethroned one day. Conservatives make up nearly half of the US, I'd say it's a good guess.

@ribosometronome: HN and Twitter are two different entities. Twitter is used as the defacto communication medium to interact w/ official government accounts, corporations, etc. It's supposed to be for all. Hacker News is a small news aggregator and discussion community.

@shrimp_emoji: har har har JS is bad amirite guys?!

@JaimeThompson: guess conservatives are mad for no reason I guess, they are imagining being banned. Maybe if Twitter had open mod logs we'd know for sure, but there's plenty of prominent people that were banned.

Re: Twitter misses ad revenue and user growth estimates

#7

Quoted post unavailable.

Sure you can! Michigan has a ban on smoking indoors and business grew for just about every bar and restaurant! Just gotta ban the right people. From what I can tell Twitter is doing that; but their business model is terrible and the platform is clunky. Their lack of growth has nothing to do with banning people.

The revenue model for ads would be akin to the restaurants giving away the food and charging others to promote stuff to you while you're eating. When you're paying for the product, it's all different.

Re: Twitter misses ad revenue and user growth estimates

#8
post #7

Earlier quoted context omitted.

Sure you can! Michigan has a ban on smoking indoors and business grew for just about every bar and restaurant! Just gotta ban the right people. From what I can tell Twitter is doing that; but their business model is terrible and the platform is clunky. Their lack of growth has nothing to do with banning people.

The revenue model for ads would be akin to the restaurants giving away the food and charging others to promote stuff to you while you're eating. When you're paying for the product, it's all different.

As far as I can tell, people are still allowed on Twitter.

Re: Twitter misses ad revenue and user growth estimates

#9

Is this at all related to Apple's privacy change? The article mentions FB's recent miss, which was attributed to this issue, but doesn't say whether it was at play here as well. I realize iOS users are not the majority, but it's likely that they are more valuable for advertisers and therefore could generate more revenue. edit: as noted below, this was in the article — I had done a search for "FB" and didn't see there…

It's addressed in the article, though absent specific numbers:

> The company said the impact from privacy changes by Apple Inc (AAPL.O) remained modest. Last year, Apple began requiring apps to receive permission from iOS users to track their activity on apps and websites owned by other companies.

> The Apple changes could impact Twitter in the future as it grows its performance advertising business, Segal said, referring to ads that seek to drive sales or other consumer actions. He said Twitter is working to mitigate future negative impacts from Apple's changes.

Re: Twitter misses ad revenue and user growth estimates

#10
post #7

Earlier quoted context omitted.

Sure you can! Michigan has a ban on smoking indoors and business grew for just about every bar and restaurant! Just gotta ban the right people. From what I can tell Twitter is doing that; but their business model is terrible and the platform is clunky. Their lack of growth has nothing to do with banning people.

The revenue model for ads would be akin to the restaurants giving away the food and charging others to promote stuff to you while you're eating. When you're paying for the product, it's all different.

A distinction without a difference.

If you repeatedly smoked in a restaurant even after being told no, the next time you won’t be allowed in.

That’s exactly what Twitter does. If you keep breaking their rules they ban you.

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