28-04-2014, 20:28 #1
[EN] Twitter previa 400 milhões de usuários mas não decolou
While Twitter has infiltrated mass media, the eight-year-old social broadcast network has yet to crack mainstream adoption.
The company badly missed its own user-growth projections. In early 2013, Twitter executives aimed to reach 400 million monthly active users by year-end, two people familiar with the matter said. Twitter instead reported 241 million active users—just one-fifth the user base of Facebook and about half the size of WhatsApp, a younger messaging app.
Matéria completa: Meet Twitter's Mr. Fix-It: Ali Rowghani
29-04-2014, 21:33 #2
29-04-2014, 21:39 #3
29-04-2014, 22:27 #4
Here's The Awful Chart That Twitter Didn't Tweet On Its Earnings Call
Twitter's stock collapsed after its Q1 2014 earnings call mainly because the social media company's user metrics didn't meet analysts' expectations. That happened last time, on Twitter's Q4 2013 call, too.
But there was a subtle difference between the two calls. On the previous call, Twitter's investor relations staff tweeted out various charts showing the company's performance over time.
This time around, Twitter IR did not tweet out this slide from the earnings presentation:
It shows the number of timeline views — users who look at their tweet streams, basically. It's a measure of engagement, or how heavily focused on Twitter users are. The good news is that sequentially, timeline views are up. The bad news is that they're actually still lower than they were in Q3 2013. In other words, Twitter engagement might — might — still be trending down.
Right now, TWTR is trading almost entirely on its user metrics, because CEO Dick Costolo delivered good results.
On the previous earnings call, Twitter IR tweeted out this chart and it became the focus of an unpleasant discussion between analysts and Costolo on the earnings call. This time around, the chart was only published in Twitter's investor materials, not on the Twitter IR account itself.
And there is an even worse chart in Twitter's slideshow for Q1:
This chart appears to show that timeline engagement among Twitter users has declined sequentially for three straight quarters among international users. That's a disaster. Even in the US, timeline engagement is down in all of the last four quarters bar one.
Clearly, the user engagement issue is not fixed.
30-04-2014, 11:41 #5
Twitter is getting totally smoked this morning. It's down 13%It's an ugly start to the morning for Twitter.
In pre-market trading, the stock is down 13%. The more time investors spend thinking about last night's earnings, the less they like what they see.
After reporting earnings, Twitter was down 8%. Then after the call, it was down 11%. Now it's down 13%.
Josh Brown of Ritholtz Wealth Management says that 11 Wall Street analysts have cut their target price for Twitter this morning.
The big problem for Twitter is that its usage growth has decelerated dramatically.
06-05-2014, 19:32 #6
Twitter Stock Drops Over 17%
Twitter's stock activity since it went public.
By VINDU GOELMAY 6, 2014
SAN FRANCISCO — Shares of Twitter went into free fall on Tuesday, sliding nearly 18 percent, to close at $31.85, the lowest level since the company’s initial public offering last November.
Market watchers said the immediate cause of the plunge was the end of a lockup period that had prevented company insiders, who hold about 480 million shares, from selling their stock.
Although many of the company’s leaders and biggest investors recently pledged not to sell shares when the lockup ended, Robert Peck of SunTrust Robinson Humphrey estimated that as many as 200 million shares could still flood the market in coming weeks.
Twitter has also disappointed Wall Street during its first two quarters as a public company, posting anemic user growth numbers even as revenue has surged. In the first quarter, Twitter had 255 million monthly users worldwide.
Expectations that Twitter could grow into a social media giant like Facebook, which has about 1.3 billion users, helped fuel the hype around Twitter’s I.P.O. Shares were sold at $26 each and rose to nearly $75 a share in December.
A Twitter spokesman did not immediately respond to a request for comment.