$TWTR (Twitter, Inc.)

$TWTR {{ '2016-09-13T11:22:14+0000' | timeago}} • Announcement

$TWTR partners with live news and entertainment company, Cheddar, to live stream a slate of programs focused on technology, media, and business. Cheddar will broadcast live "Opening Bell" markets coverage and "Closing Bell" coverage on $TWTR. $TWTR will be the exclusive, free live stream platform for Closing Bell.

$CBS {{ '2017-05-04T21:38:21+0000' | timeago}} • Webcast

Being a content maker, $CBS said that it wants to sell the content and it likes to make different deals with $FB and $TWTR. The company added that it already has got some existing deals with $FB and $TWTR. $CBS believes that the combination with Facebook and Twitter will be a new source of revenue for it.

$TWTR {{ '2017-04-26T14:01:45+0000' | timeago}} • Webcast

For FY17, $TWTR guided that expenses will be flat to down 5%. The company plans to invest a little more in marketing and headcount in Q2. R&D, S&M and G&A expense ratios are expected to improve. Stock-based compensation is now expected to be down 20-25% compared to the previous expectation of 15-20% decline.

$TWTR {{ '2017-04-26T13:48:45+0000' | timeago}} • Webcast

$TWTR pulled back from the products that it invested in 2016 hoping that they they would contribute in 2017. Now, the company has put those resources against higher probability bets like premium display advertising premium display advertising and online video advertising.

$TWTR {{ '2017-04-26T13:26:16+0000' | timeago}} • Webcast

$TWTR said that it will have some incremental investments in 2Q17 in marketing and headcount. The company plans to increase its headcount steadily throughout the year. $TWTR plans for key hires in the areas of engineering, product and design.

$TWTR {{ '2017-04-26T13:16:59+0000' | timeago}} • Webcast

$TWTR said that Q1 is typically a strongest quarter for monthly active users growth and historically it has not benefited from seasonality in Q2. The growth in Q2 is more dependent on the product and marketing drivers.

$TWTR {{ '2017-04-26T12:58:31+0000' | timeago}} • Webcast

$TWTR stated that it will continue to face incremental headwinds in each quarter throughout 2017 from the discontinued products. The product changes are expected to have an impact on the new users. The social network signed 32 additional upfront deals since the last earnings call and sees momentum in the number of upfront commitments signed.

$TWTR {{ '2017-04-26T12:58:08+0000' | timeago}} • Webcast

$TWTR stated that daily active user (DAU) growth in 1Q17 was driven primarily by organic growth, reflecting some seasonal strength followed by improvements in marketing. DAU growth accelerated in seven of its top 10 global markets, the company added.

$TWTR {{ '2017-04-26T12:50:51+0000' | timeago}} • Announcement

For 2Q17, $TWTR expects adjusted EBITDA to be between $95-115MM, adjusted EBITDA margin to be 21-21.5%, and stock-based compensation to be between $115-125MM. For FY17, total non-GAAP expenses are expected to be flat to down 5%, and capex to be $300-400MM.

$TWTR {{ '2017-04-26T12:50:29+0000' | timeago}} • Announcement

Social network $TWTR posted an 8% slide in 1Q17 revenue. Quarterly net loss was $62MM or $0.09 per diluted share, better than last year's loss of $80MM or $0.12 per share. Average monthly active users were 328MM for the quarter, up 6%. Average daily active usage grew 14% year-over-year.

$TWTR {{ '2017-04-26T12:44:20+0000' | timeago}} • Announcement

Anthony Noto, Twitter's COO, said while posting $TWTR 1Q17 results, "last quarter alone we streamed more than 800 hours of live premium video and reached 45 million unique viewers, an increase of 31% from the previous quarter."

$TWTR {{ '2017-04-26T12:02:14+0000' | timeago}} • Infographic

$TWTR Twitter Inc. Earnings AlphaGraphics: Q1 2017 highlights

$SNAP {{ '2017-03-02T15:04:25+0000' | timeago}} • Announcement

$SNAP, the maker of social-media platform Snapchat, announced the pricing of its IPO of 200MM shares of Class A common stock at a price of $17 per share, for a total offering size of $3.4Bil. The $TWTR and $FB competitor, which starts trading on March 2, is issuing and selling 145MM shares, with stockholders selling an additional 55MM shares.

$TWTR {{ '2017-02-09T14:17:04+0000' | timeago}} • Webcast

$TWTR stated that the NFL live streaming was an important factor in its overall strategy. The company is pleased with the outcome of the Thursday night football programming. $TWTR was able to exceed the high end of its unique viewer expectations at 3.5MM unique viewers. $TWTR plans to build on this trend and innovate in 2017.

$TWTR {{ '2017-02-09T14:09:07+0000' | timeago}} • Webcast

$TWTR said the majority of its revenue is in branded advertising and the company was most successful in this area. $TWTR has evolved the formats within branded advertising into video and is seeing strong trends behind its video products, especially amplified and live products. $TWTR will invest in ad products which appeal to branded advertisers.

$TWTR {{ '2017-02-09T13:59:19+0000' | timeago}} • Webcast

$TWTR said the acceleration in daily active user growth is primarily driven by product changes and marketing. These two initiatives have also helped in increasing tweet impressions and time spent on $TWTR by double digits.

$TWTR {{ '2017-02-09T13:53:54+0000' | timeago}} • Webcast

During 2016, $TWTR focused on efforts to make the Home Timeline and notifications more relevant and also to bring easier ways for onboarding and tweeting. The company recently launched its Explore tab which is a different way of organizing information on $TWTR based around topics. $TWTR organized Search, Moments, Trends and Topics into one area.

$TWTR {{ '2017-02-09T13:45:05+0000' | timeago}} • Webcast

In 4Q16, $TWTR’s average monthly active users were 319MM, up 4% YoY and compared to 317MM in 3Q16. Average daily active usage grew 11% year-over-year, an acceleration from 7% in 3Q16. Tweet impressions and time spent on $TWTR also remained strong with each increasing by double digits in 4Q16 YoY.

$TWTR {{ '2017-02-09T12:42:17+0000' | timeago}} • Infographic

$TWTR Twitter Inc. Earnings AlphaGraphics: Q4 2016 Highlights

$TWTR {{ '2017-02-09T12:31:32+0000' | timeago}} • Announcement

For 1Q17, $TWTR expects adjusted EBITDA to be $75-95MM, adjusted EBITDA margin to be 17-17.5% and stock-based compensation expense to be $125-135MM. For full year 2017, $TWTR expects total non-GAAP expenses to be flat to down 5%, stock-based compensation expense to be down 15-20% and Capex to be $300-400MM.

$TWTR {{ '2017-02-09T12:28:30+0000' | timeago}} • Announcement

In 4Q16, $TWTR’s advertising revenue totaled $638MM, down slightly YoY. Mobile advertising revenue was 89% of total advertising revenue. Data licensing and other revenue totaled $79MM, up 14% YoY. US revenue totaled $440MM, down 5% YoY. International revenue totaled $277MM, up 12% YoY. Total advertising engagements were up 151% YoY.

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