Showing posts with label Jack Dorsey. Show all posts
Showing posts with label Jack Dorsey. Show all posts

2018-10-25

Twitter $TWTR Q3 2018 Earnings LIVE Webcast Oct 25, REPLAY

Other Q3 2018 Earnings LIVE Webcasts Thursday Oct 25:
source: Twitter Inc.
UPDATE: Letter to Shareholders (pdf).
LIVE audio webcast 8:00 am EDT, Oct 25, 2018, Replay

Twitter Inc. NYSE: TWTR
$TWTR
Principal domain: twitter.com
Investor Relations: investor.twitterinc.com
 TWTR Oct 25, 2018
Twitter shares hit biggest one-day gain as ad sales surge--reuters.com


feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-09-05

Twitter CEO Jack Dorsey LIVE @HouseCommerce Sep 5 1:30pm EDT

U.S.House Energy and Commerce Committee Hearing:

Above video LIVE & replay: Congressional Hearing 5 Sep 2018 at 1:30pm EDT, Twitter: Transparency and Accountability.

House Energy and Commerce Committee Chairman Greg Walden (R-OR) announced on Aug 24, 2018, that Twitter CEO Jack Dorsey would testify before the full committee at 1:30pm EDT,  Wednesday, September 5, 2018, regarding Twitter’s algorithms and content monitoring.
“Twitter is an incredibly powerful platform that can change the national conversation in the time it takes a tweet to go viral. When decisions about data and content are made using opaque processes, the American people are right to raise concerns. This committee intends to ask tough questions about how Twitter monitors and polices content, and we look forward to Mr. Dorsey being forthright and transparent regarding the complex processes behind the company’s algorithms and content judgement calls”--Chairman Walden. 
Witness: Mr. Jack Dorsey, CEO, Twitter, Inc.
Witness Invitation (pdf) and Prepared Testimony (pdf)

See also U.S. Senate Intelligence Committee Hearing Sep 5, 2018, 9:30am EDT, witnesses Sheryl Sandberg (Facebook) and Jack Dorsey (Twitter).

Documents: Hearing Notice (pdf) below, and Background Memo (pdf) embed further below.





 @HouseCommerce

feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-09-01

Tech Review | Tesla $TSLA And Elon Musk's Wild August Ride (video)

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2018-09-01)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Tesla $TSLA And Elon Musk's Wild August Ride (video), 2) Twitter CEO Jack Dorsey in DC Sep 5, 3) Investing: The Week, Investing Notes: Stocks, Brexit, Trade, China, News: Signal or Noise? 4)ICYMI Tech News: Google, Amazon, Facebook, AI, Paypal.

1) Tesla $TSLA And Elon Musk's Wild August Ride
$TSLA
Baby you can drive my car, Yes I'm gonna be a star
Baby you can drive my car, And maybe I'll love you

Tesla $TSLA"After considering all of these factors, I met with Tesla’s Board of Directors yesterday and let them know that I believe the better path is for Tesla to remain public. The Board indicated that they agree."--Elon Musk writing on tesla.com (Aug 24, 2018). Look on the brightside--"According to ARK Invest’s research, Tesla should be valued somewhere between $700 and $4,000 per share  in five years. Taking Tesla private today at $420 per share would undervalue it greatly, depriving many investors of the opportunity to participate in its success. In our view, given the right investment time horizon, TSLA is a deep value stock today"--ark-invest.comOn the other hand: "The corporate-governance disaster that is Tesla continues--Jim Chanos.

Tesla And Elon Musk's Wild August Recapped

Tesla and its headline-stealing CEO Elon Musk had a wild August. Here's how the drama played out on CNBC: the month began with the electric car company reporting second-quarter earnings and Musk apologizing for some recent ill-advised outbursts. But a week later, the Tesla and SpaceX founder took to the social media platform to announce that he wanted to take the company private. It set off a media firestorm that consumed the business news cycle for weeks. But near the end of August, Musk had reversed his position on going private. CNBC.com video above published Aug 30, 2018.

2) Twitter CEO Jack Dorsey: House Energy & Commerce Committee Hearing Sept 5
House Energy and Commerce Committee Chairman Greg Walden (R-OR) announced that Twitter CEO Jack Dorsey will testify before the committee the afternoon of Wednesday, September 5, 2018, regarding Twitter’s algorithms and content monitoring--energycommerce.house.gov.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +2.26% | S&P 500 Index +0.93% | DJIA +0.68%  The month of August was positive: S&P 500 posted a +3% monthly rise, the Dow advanced +2.2% and the NASDAQ +5.7%.
The biggest winners in the stock market’s hottest sector in August--Technology has led the way, with AMD, Autodesk and Nvidia among the high-fliers--Marketwatch.com.
Wall Street's Charging Bull
graphic of Charging Bull | DomainMondo.com
Investing Notes:
  • Reality Check--No-Deal Brexit a/k/a Hard Brexit--UK Prime Minister Theresa May agrees that a no-deal Brexit 'wouldn't be the end of the world' ... the UK would continue trading--sky.com.
  • News: Signal or Noise? You're On Your Own: "today forty percent of the public believe the “[New YorkTimes” is biased and evil. And forty percent believe the same about “The Wall Street Journal.” There is no paper of record in the public’s mind. And only a few million people are paying attention to either of these outlets. Youngsters don’t read the newspaper, whether it be physical or virtual, they get their news on the fly, from multiple sources, where it originated does not matter ... Same deal for TV news. Most people don’t see it, check the ratings, they’re miniscule."--Lefsetz.com
If You Want to Survive this Election with Your Mental Health Intact, Turn Off the "News" and Social Media Now--charleshughsmith.blogspot.com.
 “To be completely cured of newspapers, spend a year reading the previous week’s newspapers.”--Nassim Taleb
 "Why You Should Stop Reading News"--Shane Parrish

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
  • Apple $AAPL: Banking on iPhone X: Apple's new phones are the razors, services are the blades--zdnet.com.
  • Alphabet $GOOGL $GOOG: Google is facing obstacles in its efforts to establish a presence in China in search, smartphones, autonomous cars, and more--NYTimes.com. Editor's note: anyone surprised?
  • U.S. accuses China of `super aggressive` spy campaign on LinkedIn--reuters.com.
  •  GDPR is strengthening the hand of giants such as Google and Facebook in the $200 billion global digital advertising industry--reuters.com.
  • Artificial Intelligence (AI): Bank Of England Chief Economist Warns Of Disruptive AI Threat In "Fourth Industrial Revolution"--zerohedge.com
  • PayPal partners with Brazilian bank Itaú Unibanco--reuters.com. PayPal also announced a partnership with British bank Barclays last April.
  • Trump Effect: Ford kills plan to sell Chinese-made vehicles in the United States--reuters.com.

-- John Poole, Editor, Domain Mondo  

feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-07-27

Twitter $TWTR Q2 2018 Earnings LIVE Webcast July 27 REPLAY

Twitter, Inc.
NYSE: TWTR  Update Jul 27: shares are trading DOWN:

Principal domain: twitter.com
Investor Relations: investor.twitterinc.com live webcast replay at link:
UPDATES: Second quarter 2018
Original Post:

2018-05-15

Global Technology, Media and Communications Conference May 15-17

 #JPMTMC
46th Annual J.P. Morgan Global Technology, Media and Communications Conference May 15-17
Note: to register and listen to the audio webcasts online, click on the link above.

Schedule highlights presenting companies include (for complete listing go to link above) the following:

Tuesday: AT&T, NVIDIA, Intel, Visa, T-Mobile, American Tower, Keynote: Oracle (Mark Hurd), Keynote: Square (Jack Dorsey), Twitter, GoDaddy (see below).

Wednesday: Verizon, Mastercard, IBM, Keynote: Jamie Dimon, Chairman & CEO, JPMorgan Chase & Co., Keynote: Lori Beer Chief Information Officer JPMorgan Chase & Co.

Thursday: Adobe Systems, Web.com, Mobile Payments Panel, Wireless Infrastructure / DAS & Small Cell Panel, Data Center Panel, Emerging Markets Tower Panel.

GoDaddy CEO Scott Wagner: Adoption And Evolution Of Online Presence Is Driving Our Business

CNBC.com video above published on May 9, 2018: Scott Wagner, GoDaddy CEO, discusses his company’s quarterly earnings, how the business is growing and his thoughts on tax cuts. See also GoDaddy $GDDY Q1 2018 Earnings LIVE Webcast May 8.
GoDaddy Inc. (NYSE: GDDY), Ray Winborne, Chief Financial Officer, and Mike McLaughlin, Chief Customer Officer, will present at the 46th Annual J.P Morgan Technology, Media and Telecom Conference in Boston on Tuesday, May 15, 2018 at 3:00 p.m. EDT. A live audio webcast of the event will be available on GoDaddy's investor relations website at https://investors.godaddy.net. Following the presentation an audio replay will be available on the investor relations website. See also GoDaddy at 46th Annual J.P. Morgan Global Technology, Media and Communications Conference.
#JPMTMC

feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-04-25

Twitter $TWTR Q1 2018 Financial Results LIVE Webcast April 25 Replay

$TWTR
Twitter, Inc. (NYSE: TWTR) released financial results for the first quarter of 2018 on April 25, 2018, before the market open at approximately 4:00 a.m. Pacific Time (7:00 a.m. EDT).

LIVE Webcast: on April 25, 2018, Twitter hosted a conference call to discuss these financial results at 8:00 a.m. EDTinvestor.twitterinc.com

Twitter First Quarter Earnings Conference Call (replay)

First Quarter 2018 Operational and Financial Highlights:
The company reported first quarter revenue of $665 million, an increase of 21% year-over-year. Quarterly GAAP net income was $61 million, representing a GAAP net margin of 9% and GAAP diluted EPS of $0.08. This compares with a quarterly GAAP net loss of $62 million, a GAAP net margin of (11%) and GAAP diluted EPS of ($0.09) for the same period last year. Quarterly non-GAAP net income was $123 million, representing a non-GAAP diluted EPS of $0.16. This compares with a quarterly non-GAAP net income of $53 million, representing a non-GAAP diluted EPS of $0.07 for the same period last year. As a result of the 2017 Tax Cuts and Jobs Act, the blended US federal and state statutory tax rate used to calculate the company’s reported non-GAAP provisions for income taxes decreased from 37% to 24% beginning in Q1 2018. Approximately $21 million of the $70 million year-over-year increase in non-GAAP net income resulted from this change. Adjusted EBITDA was $244 million or 37% of total revenue, compared to $170 million or 31% of total revenue for the same period last year. Average monthly active users (MAUs) were 336 million for the quarter, an increase of 3% year-over-year and an increase of 6 million compared to 330 million in the previous quarter. Average daily active users (DAU) grew 10% year-over-year, marking another quarter of double-digit growth.

Outlook
For Q2, we expect:
• Adjusted EBITDA to be between $245 million and $265 million
• Adjusted EBITDA margin to be between 37% and 38%
• Stock-based compensation expense to be in the range of $85 million to $95 million
For FY 2018, we expect:
• Stock-based compensation expense to be in the range of $350 million to $450 million
• Capital expenditures to be between $375 million and $450 million
Note that our outlook for Q2 and the full year 2018 reflects foreign exchange rates as of April 16, 2018.

Selected Company Metrics and Financials (pdf)

Twitter, Inc., follows the conversation about the earnings announcement on Twitter. To have your questions considered during the Q&A, Tweet your question to @TwitterIR using #TWTR. To listen to a live audio webcast, please visit the company’s Investor Relations page at investor.twitterinc.com. Twitter has used, and intends to continue to use, its Investor Relations website and the Twitter accounts of @jack, @twitter and @TwitterIR as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD. See also on Twitter $TWTR.

Press release:

feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-02-15

Goldman Sachs Technology and Internet Conference 2018

Goldman Sachs Technology and Internet Conference 2018
February 13 - 15, 2018
The Palace Hotel  •  San Francisco, CA
Goldman Sachs Technology and Internet Conference 2018 (free registration required): On Demand Presentations now available at link above [Editor's note: I definitely recommend listening to the session with Jack Dorsey, CEO of Twitter Inc.]

#GSTech2018
First day:
  • Adobe - Mark Garrett EVP & CFO
  • Alarm.com - Steve Valenzuela CFO
  • Alphabet - Diane Greene CEO, Google Cloud
  • Apptio, Inc. - Sunny Gupta CEO
  • Arista Networks - Jeff Raymond Vice President, EOS Product Management & Services
  • Atlassian - Ian Lee  
  • Avnet - Phil Gallagher President Core Distribution
  • Citrix Systems, Inc. - David Henshall
  • Cognizant - Karen McLoughlin Chief Financial Officer
  • Corning Incorpoated - Dr. Jeffrey Evenson Sr VP & Chief Strategy Officer
  • eBay Inc - Devin Wenig President & CEO
  • Expedia, Inc. - Alan Pickerill CFO
  • FireEye - Kevin Mandia CEO
  • Fortinet - Ken Xie, CEO & Keith Jensen, Interim CFO
  • GoPro, Inc. – Nicholas Woodman, Founder and CEO & Brian McGee, CFO
  • IDTI - Brian White Sr VP and CFO
  • Juniper Networks - Ken Miller CFO
  • Maxim Integrated Products, Inc. Bruce Kiddoo CFO
  • Mimecast - Peter Bauer CEO, Chairman & Co-Founder
  • New Relic - Mark Sachleben CFO
  • NVIDIA - Colette Kress CFO
  • PayPal Holdings Inc. - Bill Ready EVP, COO
  • Proofpoint - Paul Auvil CFO
  • ServiceNow - Michael Scarpelli CFO
  • Skyworks Solutions, Inc - Kris Sennesael Senior VP and Chief Financial Officer
  • Square Inc. - Sarah Friar CFO
  • Texas Instruments - Brian Crutcher EVP, COO
  • trivago N.V. - Axel Hefer CFO
  • Twitter - Jack Dorsey CEO and Co-Founder
  • Ultimate Software - Mitchell Dauerman EVP, CFO & Investor Relations
  • Verint Systems - Alan Roden Senior Vice President
  • Western Digital Corp. - Mark Long CFO 
  • Xerox Jeff Jacobson - CEO
  • Xilinx Victor Peng CEO
  • Zillow Group Spencer Rascoff, CEO & Kathleen Philips, CFO
Second and Third day presentations (listed on the website at the first link above) include Oracle, Okta, Red Hat, Microsoft and more.

feedback & comments via twitter @DomainMondo


DISCLAIMER

2018-02-08

Twitter $TWTR Q4 2017 Financial Results & LIVE Webcast Feb 8 Replay

$TWTR up 44% YOY as of Feb 7, 2018

Twitter | NYSE: TWTR Q4 2017 Financial Results, LIVE Webcast, Feb 8, 8:00am ET

Twitter Fourth Quarter Earnings Conference Call  REPLAY: Listen to webcast

UPDATE Feb 8, 2018--Results: Twitter Q4: first ever profit of $91.1M, revenue of $731.6M, up 2% YoY, vs. $686.4M est.; MAUs up 4% YoY but flat QoQ at 330M vs. 333M est.; stock up 19% 11:10am ET.

Twitter, Inc. released financial results for the fourth quarter and fiscal year 2017 on February 8, 2018, before the market open at approximately 4:00 a.m. Pacific Time (7:00 a.m. Eastern Time). Twitter hosted a conference call to discuss these financial results at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time). The company follows the conversation about the earnings announcement on Twitter. To have questions considered during the Q&A, Tweet your question to @TwitterIR using #TWTR. To listen to a live audio webcast, please visit the company’s Investor Relations page at investor.twitterinc.com. Twitter has used, and intends to continue to use, its Investor Relations website and the Twitter accounts of @jack, @twitter and @TwitterIR as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.--investor.twitterinc.com (press release)
See also: Beware Twitter's Failing Revenue Growth, Look Deeper Into User Numbers | SeekingAlpha.com.



feedback & comments via twitter @DomainMondo


DISCLAIMER

2017-09-20

Digital Winners: Square $SQ, Consumers; Loser: TV Networks (video)

Digital Winners & Losers

Video above published Sep 14, 2017, by L2inc.com which noted that "We screwed up the calculation of Jack Dorsey's shares based on different classes of stock. The correct percentage is closer to 18%. We apologize for the error and will be more diligent in the future."

Scott Galloway on Digital Winners and Losers:

Winner: Square (NYSE: SQ). After a rocky start, the payment company Square (domain: squareup.com) rebounds under Jack Dorsey's leadership.

Loser: TV networks continue their descent with fewer 30-second spots and still-unresolved attribution challenges. 

Winner: Consumers, who already benefit from AI while tech moguls philosophically debate its future. 

Reference sources:

(0:11) Source: “Square Shares Climb After Better-Than-Expected Results,” CNBC, August 2017. http://cnb.cx/2eX9tG4 

(0:13) Source: “Square Revenue Beats Estimates on Higher Transactions,” Fortune, August 2017. http://for.tn/2jtnu3G 

(0:27) Source: “Schedule 13G/A for Square Inc.” Securities and Exchange Commission, February 2017. 

(0:27) Source: “Statement Of Changes In Beneficial Ownership Of Securities,” Securities and Exchange Commission, April 2017. 

(0:27) Source: Yahoo Finance. 

(0:46) Source: “Six-Second Commercials Are Coming to N.F.L. Games on Fox,” The New York Times, August 2017. http://nyti.ms/2wVe9Yo 

(0:55) Source: “11 Minutes of Action,” The Wall Street Journal, January 2010. http://on.wsj.com/2wY1ALo 

(1:07) Source: “Amazon Is Promising NFL Advertisers It Will Track Whether Their Ads Get People To Buy Things On Amazon,” Business Insider, September 2017. http://read.bi/2vQHmhO 

(1:13) Source: “Powering Ads And Analytics Innovations With Machine Learning,” Google, May 2017. http://bit.ly/2xb0t7w (1:52) Source: “New York Times Opens Up Comments With Google-Backed AI,” The New York Times, June 2017. http://for.tn/2s7X9Zx 

(2:10) Source: “Netflix’s New AI Tweaks Each Scene Individually To Make Video Look Good Even On Slow Internet,” Quartz, February 2017. http://bit.ly/2lu8A9M 

(2:18) Source: “Next Top Fashion Designer? A Computer,” The Wall Street Journal, March 2017. http://on.wsj.com/2mfQYyJ 

(2:28) Source: “Google Announces Over 2 Billion Monthly Active Devices On Android,” The Verge, May 2017. http://bit.ly/2f8Ctyr 

(2:35) Source: “Google’s New Street View Cameras Will Help Algorithms Index The Real World,” Wired, September 2017. http://bit.ly/2gHASAd

Scott Galloway's Book "The Four"

feedback & comments via twitter @DomainMondo


DISCLAIMER

2017-04-26

Twitter $TWTR Q1 2017 Results, LIVE Webcast April 26 Replay

 NYSE: TWTR

Twitter $TWTR Q1 2017 Results, LIVE Webcast, April 26, 8am EDT
Twitter beat Q1 2017 estimates with $548M revenue and 328M MAUs, up 9M Q/Q and 7M more than expected, DAUs up 14% YoY--UPDATE: Twitter (TWTR) Q1 2017 Results - Earnings Call Transcript | SeekingAlpha.com.
Twitter has used, and intends to continue to use, its Investor Relations website and the Twitter accounts of @jack, @twitter and @TwitterIR as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD. (source: Twitter press release)



feedback & comments via twitter @DomainMondo


DISCLAIMER

2017-02-09

Twitter $TWTR Q4 2016 Earnings LIVE Webcast Feb 9, 8:00am ET

Can Trump's Tweets Help Twitter?

Video above published Feb 8, 2017: Has Twitter seen a pop in users from President Trump's use of the platform? Bloomberg.com's Caroline Hyde takes a look ahead of Twitter's fourth quarter earnings on Thursday.

Does Disney have its sights set on Twitter?

Video above published Feb 8, 2017: FoxBusiness.com’s Charlie Gasparino on the chances that Disney will make a bid to acquire Twitter.

 $TWTR UP 30% Feb 9, 2016 - Feb 8, 2017
 $TWTR UP 30% Feb 9, 2016 - Feb 8, 2017
Twitter Inc. (NYSE: TWTR | twitter.com) presentationTwitter Fourth Quarter Earnings Conference Call: Feb 9, 2017, 8:00 am ET Listen to webcast.

Consensus estimates: $0.12 in earnings per share (EPS) and $740.14 million in revenue, as compared to $0.16 in EPS and $710.47 million in revenue in the same period last year per 247wallst.com.

Q4 2016 Results: Q4 EPS of $0.16 beat estimates by $0.04. Q4 Revenue of $717M (+0.9% Y/Y) missed estimates by $23.14M
In Q4, and fiscal year 2016:
• 2016 revenue totaled $2.5 billion, an increase of 14% year-over-year. 
• 2016 GAAP net loss of $457 million and non-GAAP net income of $406 million. 
• 2016 GAAP diluted EPS of ($0.65) and non-GAAP diluted EPS of $0.57. 
• 2016 adjusted EBITDA of $751 million, up 35% year-over-year, representing an adjusted EBITDA margin of 30%, versus 25% in 2015. 
Q4 revenue totaled $717 million, an increase of 1% year-over-year. 
• Advertising revenue totaled $638 million, down slightly year-over-year. Mobile advertising revenue was 89% of total advertising revenue. 
• Data licensing and other revenue totaled $79 million, an increase of 14% year-over-year. 
• US revenue totaled $440 million, a decrease of 5% year-over-year. 
• International revenue totaled $277 million, an increase of 12% year-over-year. 
• Total ad engagements were up 151% year-over-year. 
• Cost per engagement (CPE) was down 60% year-over-year. 
• Q4 GAAP net loss of $167 million and non-GAAP net income of $119 million. 
Q4 GAAP diluted EPS of ($0.23) and non-GAAP diluted EPS of $0.16
• Q4 adjusted EBITDA of $215 million, up 12% year-over-year, representing an adjusted EBITDA margin of 30%, versus 27% in 2015. 
• Average monthly active users (MAUs) were 319 million for Q4, up 4% year-over-year and compared to 317 million in the previous quarter. 
• Average US MAUs were 67 million for Q4, up 3% year-over-year and fl at compared to 67 million in the previous quarter. 
• Average international MAUs were 252 million for Q4, up 5% yearover-year and compared to 250 million in the previous quarter. 
• Mobile MAUs represented 83% of total MAUs. 
• DAU grew 11% year-over-year, an acceleration from 7% in Q3’16, 5% in Q2’16, and 3% in Q1’16.

Q4 2016 Earnings Slides embed:

2016-10-27

Twitter $TWTR Q3 2016 Results, LIVE Webcast Oct 27 8am EDT

1-year chart of Twitter Inc. (NYSE: TWTR)
Twitter Inc.
Twitter is a U.S.-based online social networking service that enables users to send and read short messages called "tweets". Registered users can read and post tweets, but those who are unregistered can only read them. Twitter's headquarters is in San Francisco, CA.  CEO is co-founder Jack Dorsey.
Stock exchange: symbol | NYSE: TWTR
Principal domain: twitter.com
Investor Relations: investor.twitterinc.com
Twitter, Inc. will release financial results for the third quarter of 2016 at approximately 7:00 a.m. EDT, on Thursday, October 27, 2016, before market open. On the same day, Twitter will host a conference call to discuss these financial results at 8:00 a.m. EDT. To have your questions considered during Q&A, Tweet your question to @TwitterIR using #TWTR.

LIVE audio webcast--Oct 27, 2016, 5:00 AM PT / 8:00 AM ET--Listen to webcast replay.

Twitter has used, and intends to continue to use, its Investor Relations website and the Twitter accounts of @jack, @twitter and @TwitterIR as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

Q3 2016 Earnings: Q3 revenue totaled $616 million, an increase of 8% year-over-year, and. Q3 GAAP diluted EPS of ($0.15) and non-GAAP diluted EPS of $0.13, beat analysts consensus estimates. Stock was up in pre-market trading. A 9% (approximately) global workforce reduction was announced, which includes a regrouping of sales, partnership and marketing initiatives. The strategy announced by CEO Jack Dorsey is consistent with a company forging an independent path to profitability, with acquisition hopes now off the table:
 "Our strategy is directly driving growth in audience and engagement, with an acceleration in year-over-year growth for daily active usage, Tweet impressions, and time spent for the second consecutive quarter. We see a significant opportunity to increase growth as we continue to improve the core service. We have a clear plan, and we're making the necessary changes to ensure Twitter is positioned for long-term growth. The key drivers of future revenue growth are trending positive, and we remain confident in Twitter's future."--CEO Jack Dorsey

2016-09-07

Twitter, $TWTR, Snapchat, Advertising & Monetization (videos)

Twitter Could Unlock a Lot of Value, Co-Founder Ev Williams Says:

Evan Williams, Medium's chief executive officer and co-founder of Twitter (twitter.com), comments on Twitter and Jack Dorsey. He speaks during an interview with Bloomberg's Emily Chang on "Bloomberg West." Video published September 1, 2016. See also After a quiet summer, Twitter’s board will take a hard look at what comes next | Recode.net Sep 6, 2016: Talk of a sale continues to rumble — "Twitter is considered to be too bloated still — it had 3,860 employees as of June 30 and paid out $168 million in stock-based compensation last quarter alone, an amount equal to roughly 28 percent of its quarterly revenue. (Facebook’s stock-based compensation was just 12.5 percent of its Q2 revenue, in comparison.)"

Advertising & Monetization: the key to success?
Twitter $TWTR in 1-year, as of Sep 02, 2016, DOWN 30.55%
Here’s how Snapchat makes money from disappearing videos:

Snapchat (snapchat.com) plans to make somewhere around $300 million in revenue this year, up from a $50 million revenue target last year, while also telling investors that it could be a $500 million to $1 billion business in 2017, a massive jump. Video above published August 17, 2016.

Transcript via YouTube:
0:00 snapchat has over 150 million daily users that's about half the population
0:05 of the united states how to snapchat accompany famous for making messages
0:09 disappear generate any money they do it the same way other Internet companies
0:13 like Google or Facebook or Twitter generate money through advertising if
0:18 you use snapchat you'll see ads in three key places inside the app in the
0:22 discovery channels that is publishing partners produce in snapchat stories
0:26 like the big montage snapchat compiles for major events like the Super Bowl or
0:30 coachella you also soon see ads inserted between the stories that your friends
0:34 are posting as you jump from one friend story to another you may see a word from
0:38 a snapchat advertiser as well but the most creative ads snapchat cells are
0:43 sponsored filters and lenses the face distorting technology that lets users
0:47 transformed into a dog or a zombie or a bumblebee brands can sponsor these
0:51 lenses like Taco Bell did when it turned users faces into tacos and users love
0:56 them
0:57 advertisers due to snapchat is hoping to generate around three hundred million
1:00 dollars in ad revenue this year and is telling investors it could bring in as
1:04 much as 1 billion dollars in 2017 that's a lot of money it would certainly be a
1:09 big jump for snapchat but remember twitter which is under tons of pressure
1:13 from Wall Street to turn things around made more than 2 billion dollars in
1:17 revenue last year facebook made almost 18 billion dollars a measly $MONEY
1:22 billion doesn't impress like they used to
1:24 so what does the future hold for snapchat we don't know the business is
1:28 young and the company needs to show marketers that it's ads actually lead to
1:32 sales because when snapchat's shine wears off and it's no longer the hot new app
1:36 that everyone's talking about ads will be what keeps its business growing

feedback & comments via twitter @DomainMondo


DISCLAIMER

Domain Mondo archive