28 ottobre 2014 | 11:32
Twitter delude le aspettative. Crescono i ricavi ma rallenta la crescita degli utenti
I ricavi di Twitter aumentano, ma in Borsa perde il 9,5%. Anche se i dati sono in linea con le attese e i ricavi balzano del 114% a 361,3 milioni, la crescita degli utenti rallenta.
Gli utenti attivi mensili sono stati 284 milioni, ma sono solo il 4,8% in più rispetto al secondo trimestre. Un dato questo che delude le attese del mercato, i titoli di Twitter crollano nelle contrattazioni after hour, dove arrivano a perdere fino al 9,5%.
“Abbiamo avuto un trimestre solido. Ho fiducia nella nostra capacità di creare la più grande platea di pubblico al mondo, riducendo le barriere al consumo e realizzando nuove app e servizi” afferma l’amministratore delegato di Twitter, Dick Costol.
Twitter delivered a good earnings report, but it wasn’t good enough.
Twitter’s stock dropped 10% after the report hit despite delivering results that were in line with expectations.
Basically, investors don’t want Twitter to meet their lowered expectations, they want Twitter to blow them away.
That didn’t happen.
Here are the numbers:
• EPS: $0.01 versus expectations of $0.01
• Revenue: $361 million, up 114% year-over-year, versus expectations of $351 million
• Q4 Revenue: $440-450 million versus expectations of $448.1 million
• Q3 Monthly active users: 284 million, up 24% year-over-year, and up from 271 million the prior quarter, right in line with expectations of 284 million by analysts. On the call, Twitter said roughly half of monthly active users are daily active users.
For Twitter, the only thing that really matters is user growth. On the earnings call, ceo Dick Costolo explained his view of Twitter users.
He sees users as a concentric circle with core users at the center of the circle. Outside of that is logged out users, who are 1-2X the size of the core logged in users. Outside of that are people that just see tweets syndicated across other media.
Costolo believes Twitter has an opportunity to convert those logged out users into logged in users. Short of that, he also thinks Twitter has an opportunity to generate revenue from them.
Twitter cfo Anthony Noto talked about logged out users in depth during the call. He said there are four ways logged out users end up at Twitter:
1. They do a specific search for something related to Twitter, and they land at Twitter.
2. They do a general search for a topic and end up at Twitter.
3. They come to Twitter.com, but get no content and just bounce off the page.
4. They see tweets on ESPN/CNN/etc. and come to Twitter.
In each of these cases, Noto said there are things that Twitter can do to convert logged out users to logged in users.
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