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These Are The Three Charts That Just Sent Twitter Plunging After Hours
Moments ago Twitter just reported blockbuster earnings that beat expectations across the board, and guided higher:
- Q4 revenue of $243 million, up 116% year-over-year, beating estimates of $218 million
- Q4 GAAP EPS of ($1.41) and non-GAAP EPS of $0.02, beating estimates of ($0.02)
- Q4 net loss of $511 million and non-GAAP net income of $10 million
- Q4 adjusted EBITDA of $45 million, representing an adjusted EBITDA margin of 18%
- Sees Q1 revenue of $230-$240 million, higher than the consensus estimate of $214.9 million
In other words everything was great, with TWTR beating everything and the stock should be soaring right?
Well, it was for a few minutes.... Until the algos read the following chart from the earnings slidedeck:
Yup: just 1 million monthly active users added in the US in 1 quarter and just 9 million in the entire world added in the quarter, far less than 15 milion additions expected (to a total 247MM).
And as an added bonus, this chart of timeline views, which reported the first quarterly contraction, certainly did not help either.
Finally, the trend is certainly not the momo-chasers friend here either:
As a result, this is what happened with TWTR stock after hours:
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GROATH!
Twatter has a market cap of 30 billion USD @ present and should become truly profitable with a true P/E ratio of anything less than 8000x IF it adds 10 million users a month, each month, for the next consecutive 287 months, and IF it is able to somehow monetize its business model remunerated revenue at a ratio 43x present levels.
Buy Twatter shares early, now, or regret it forever. Buy Salesforce.com, Zynga, FaceFuk, GroupFuk, etc., or regret not buying these Winners Of The New World v.2.0 FOREVER!
TWTR, shining knight of the 'new' economy. How many employees they have again? And p/e? Ah fuck it, who cares.
CT Collectivist Gun Grabber Ruthlessly Skewered By Sipsey Street Irregulars:
http://americandictators.blogspot.com/2014/02/mike-vanderboeghs-2nd-lett...
Sock Puppet . . . is that you calling from the grave?
NASDAQ 2002 redux?
Say it's not so.
Thousands of users, no revenue
Millions of users, no revenue
Tens of millions of users and no revenue
But the promise is always that they'll make it on volume.
Then the massive user base flattens and still no revenue
Finally Wall St. turns against it and no revenue
Twitter > Twitcher
A bull market with no leadership. wonerfulluh.
The Great John Neff would not be amused. He always liked to ask the bulls, so what are the drivers?
that's how Amazon has been rolling for years... only Amazon actually delivers tangible items
So narcissism and exhibitionism are intangible?
Don't tell Beebuh.
He'll have a fucking cow.
Hmm, a fscking cow and Beiber -- most disturbing, mate!
That's my problem with Amazon, they don't actually deliver anything. They don't make anything. Sometimes they are warehousing items first, sometimes they don't even do that. Do they have any moat at all? Why do manufacturers feel the need to let Amazon take their .0005% cut?
lol @ who usees Twitter!
Shit is coming down: in the same day, twitter crashes the USPS adds to the government agencys stocking up on ammUNition;
https://www.fbo.gov/?s=opportunity&mode=form&id=bc222ffef75536f044a0e0353788683b&tab=core&_cview=0
WTF
You gotta have the firepower to put down all the postal customers that complain about it taking 7 days to deliver a 2-Day Priority package.
They're worried about postal customers going postal.
Maybe they're going to shoot all of their pensioners so they can stay in business.
Wouldn't surprise me if the one company right now that has more ammo than anyone else at any given time is UPS.
Are posties armed in the US? I knew things were bad over there but Holy Fuk!
double post
TMBR!!!!!!
#lookoutbelow
I don't know anyone who uses twitter, seriously, except one or two guys for work cheerleading purposes, o, and Jeff Rich the EMEA lawyer guy who recently joined Twitter from Facebook....actually he just counts his stock options while whistling in the bathtub..
I don't know anyone who uses it either. The newspeople and the tv have been pushing it for years; however. Hmmmmm???????
I know a guy who says he follows himself. I cannot verify if it is true.
I follow zerohedge@zerohedge
...and for comedic relief, I follow Federal Reserve@federalreserve
I know someone who does that. Recently diagnosed with multiple personalities.
Anthony Weiner advises Rep. Grimm: Don't 'get physical with a reporter'
Jennifer WeinerAuthor of "Good In Bed" (2001), "In Her Shoes" (2002), "Little Earthquakes" (2004), and "Goodnight Nobody" (2005). Weblog, first chapters, tips for writers, tour ...
You know Zerohedge uses twitter as do several of the contributors and @WilliamBanzai7 is on twitter.
40 billion if you add all the options due in May for this overvalued momo stock
$30 -BILLION- market cap with $10 -million- net income and $45 -million- EBITDA. WTF. Are you kidding me?
My own business with <100 employees has seen nearly similar results. Where do I get my $30 BILLION??? Ridiculous.
to get 30billion you must create a website with messaging service, simple as that
You forgot HLF. It gives the sheeple modern poweruser the power they need to be on top of modernity. New World 2.0 without Carl's and George's HLF?! Bah, loser!
Soon Twitter will only be use by Carl Icahn to pump his personal portfolio, mob-organizing protesters in third world countries, and terr'sts.
Carl "I Can Haz Tweetz"iCon is agitating to merge Apple, Dell & Twitter into new company to be named Deltwaple.
AppellTwit has a nicer ring to it
apleditter ?
Twitter down the shitter.
"TitApple"; you know you want one; get one today.
Fuckin' a redpill, where the hell you been?
Vacation?
With the market going tits up?
Good to see you back.
DeApTwat
Easy come....
This was all weather related.
Damn. Time to prepare the BUY order!
I'd sooner brusgh my teeth with toilet water from sochi than own twtr..
we are talking about TW telecom not? Lmao.
http://b-i.forbesimg.com/afontevecchia/files/2013/10/300px-Tw_telecom_Lo...
Sewage water for Sochi Resort is import from Ural Mountain runoff.
My Russian sucks, but signs posted in Sochi seem to warn not to "drink yellow Stolichnaya."
we can change that ol' frank zapper song from 'huskies' to 'Ruskies'
Boris is say "Ural", not is "Urinal"!
Did you mean Ural or Urine Mountain?
twatter
$twtr met Sharky, the hungry one...
What's TWTR? Can I eat it?
Kansas is CORNY
[Some will get it ~ even if they don't speak Italian]
http://www.youtube.com/watch?v=58KF8rw7O7c
Yes,
But unlike Christmas, it's more fun to receive than to give.
Ya'll are a bunch of friggin' perverts. Carry on.
Like potato chips, beat you can't eat just one.
no you can't eat it, Cartman you fat fuck!
(LOL)
Soon, TWTR will stand for:
Totally
Worthless
Tech
Relic
Internet and social media memes evaporate as fast as isopropyl alcohol in Death Valley.
MySpace, anyone?
this product is used commercially.
no one here really seems to understand modern tele-communications.
http://en.wikipedia.org/wiki/Feedback
these theories have been around since the 1920's.
the key to understanding it is that the "power" is always on...in other words this is not a perpetual motion machine (mechanical) but electrical....meaning the power (the Volta) remains constant thus providing not only a method of communication (sending and receiving a signal) but at the same time providing "feedback" in the form of what the "meaning" or "matter" of the communication is/was/is going to be about.
this has a quantitative definition (can be measured in time and through space mathematically)...but interesting also in qualitatively through what is called "valence."
http://www.youtube.com/watch?v=um-YimkrWMM
not an expert but i think the reason why the call it the "forbidden energy gap" is because it creates a "hum" or "noise" in your circuit...and represents an "inefficiency" of sorts.
in fact however that in theory represents an "untapped information source" which if harnessed can in fact give "feed back in real time" in a communication system.
this is no mere "monitoring" of the network.
here is the other definition of "valence":
http://en.wikipedia.org/wiki/Valence_(psychology)
Yeah, I was just thinking, there's a pattern here, no? A "free service" for the youth of the "I'm sure we're entitled" generation; that starts putting ads on; and they notice it and decide it isn't really their "friend"; but a Corporation; (DUH); and move to the next one; which, of course, really is their "friend". It's a kind of serial idiocy.
Please welcome, from the South Dakota School of Mines, Paul Bunyans' proctologist!
(off topic)
So wait ... only 54 million americans like to let their fellow man know each and every time they take a shit?
Mind you ... the number is about 17% of americans, and only about 3% of non-americans, so we are about 5.5 times more fucked up than your average human being.
It has been proven a significant amount of users are faked.
I don't know what difference it makes. Real twitter users don't tend to be particularly real; anyway.
http://www.nytimes.com/2013/09/17/technology/for-twitter-key-to-revenue-...
Virtually all of the company’s revenue, which is projected to be nearly $600 million this year and $950 million next year, comes from three basic advertising formats that blend smoothly into its core microblogging service, whether users are accessing it from a mobile phone or a Web browser.
“What they have been able to do very well is develop products that meet the needs of most advertisers without being overly complex,” said Debra Aho Williamson, principal analyst for social media ateMarketer, a research firm.
But the simplicity of Twitter’s products is also a weakness, especially when compared with other social networks like Facebook. The company does not have concrete demographic information about individual users, like gender and age, to allow it to sell highly targeted ads at expensive rates. And its marketing efforts have largely been oriented toward large advertisers in the United States, with few sales to smaller businesses and only about one-fifth of its ad revenue coming from overseas, Ms. Williamson said.
Twitter, which announced last week that it had filed confidential paperwork to begin the process of selling stock in an initial public offering, has disclosed virtually no information about its finances. The company declined to comment for this article, citing regulatory restrictions surrounding its I.P.O.
But eMarketer estimates that the company will bring in $583 million in revenue from advertising this year, and $950 million in 2014. Twitter also makes additional revenue from selling the data in its raw feed of hundreds of millions of messages daily.
Except for tweets that are ads, I've never actually seen an ad on twitter. Ever.
I need it to be a lot lower I'm going to get my free sandwich from Fonz.
Peak Tweet
Peak extroverts?
"Q4 GAAP EPS of ($1.41)"
So the company is still a big sack of money-losing garbage? Good to know. I'll write that down in my journal.
We all knew this was a scam in the first place..but hey..the Clan made their money fast...and now the stock goes the way of a Puerto Rician bond...
gone in sixty seconds--- I just wanted to try out the Italics.
I take a few days off from tweeting and all hell breaks loose!
http://memegenerator.net/instance/45700266
what channel can I watch this twitter thing on
Try actually using Facebook or any other social media scheme to actually sell something.
It's all fairy dust used by the average user for less than a year and frankly people with any money to spend shut it off after the first 100 candy crush invites.
"I am sitting on the patio."
http://www.youtube.com/watch?v=14CKzskjn4s
By the looks of that last chart, Twatter is having a little erectile dysfunction.....looking a little limp, ya know.
Maybe the SEC or someone ought to look into all the hype surrounding the Nov 2013 IPO - surely not a lot of talk just 2 months ago about any slowdown...
we're 150% over that initial offering price...
You know the world is fucked when a company reporting a $511 million loss is said to have had a blockbuster (non) earnings report.
If I go out and lose a smooth $1billion can I have a market cap of $40 billion too?
If you had a billion, I'm sure you'd stay outta the fuckn market to begin with:)
actually the reason most people are in the market is because they have a billion.
$511 million loss with revenue of $243 million. That takes some doing.
Hey I went to the casino last month, lost money, but I didn't count those losses so I actually made money. See simple world.
The value is in the intangibles, like a database of personal information of a few hundred million sheeple.
My Gawd I keep quitting Facebook, only reactivate after too many drinks to tell my friends there is a collapse coming. I spents hiurs promoting my business on LinkenIn, what a useless site that is, OMG, anyone really make any connections on LinkedOut?? I have better ideas for social media anyone have $20K?
No business there. But I did look up someone there once learn about him. All I did was look at his connections. From the doctors he had as connections I found that he or someone close has a genetic disease, from other I found he is from Venezuela, others told me where he borrows his money, and others told me the his developers he uses to build buildings for investment, what architect he uses for development, that he appears to be in some sort of organized "crime" syndicate. At that point I backed off- too much information.
Well, facebook has a market cap of over 150 billion, so why shouldn't twitter have one too?
Only the beginning of TWTR's problems. Next?-
Brazilian hacker creates Twitter-like app shielded from NSA gaze-
twister: Peer-to-peer microblogging
"twister is the fully decentralized P2P microblogging platform leveraging from the free software implementations of Bitcoin and BitTorrent protocols"Alpha software already available: http://twister.net.co/
http://rt.com/news/twitter-twister-network-bitcoin-576/
Something tells me that your average Twit doesn't care or doesn't know what the NSA is.
Would someone who needs to tell the world what they had for lunch care about their privacy?
Considering how many reply TO the NSA feed to tell them off: I think you are in error.
Considering all the public whistleblowers we know of, other than Snowden, are ON twitter repeatedly telling off the NSA, double-wrong, and they have a lot of followers each.
Tom Drake, his lawyer Raddack, Sibel Edmonds.... as for Binney & Snowden, their interviews get put into twitter feeds from whatever site will host them instead of censor them.
Still working on that blacklisted 30 min interview with Snowden. It's on liveleak but Youtube apparently is erasing every copy they find. Good thing I prepared ahead of time with a bunch of accounts.
pets.com
etoys
garden.com
Sickbay.com
bitcoin
friendster or MySpace
enron
detroit
Planet Earth
universe
Tell me it isn't a bubble...
DUDE !!! Its an expanding bubble with a positive acceleration !!! Say goodby to your friends on Alpha Centauri !!!
Parts.com...remember that one from 1999?
FOR THA muthafuckin' win. Hubble would be proud.
The others (detroit, etc.) were silly but your level of skeptical & /sarc deserves a +1
Sure looks like it to me. "Let's all text all the time, then we won't notice we don't have a job or any future"--oh, yeah. good plan.
When your job is PR, advertising or getting subscriptions to newsletters (and profit from those), Twitter makes perfect sense.
That doesn't mean the price is right, yet.
Poor little tweeter ...
Poor Speaker or Tweeter City!
(That stereo speaker store chain)
Q4 net loss of $511 million and non-GAAP net income of $10 million
Accounting is an opinion
and in some cases, an option ...
How many are bots?
Who cares? If bots can serve the news faster but are accurate, I'm all for it.
I dont see a future for tweeter sorry and no thanks!
I do but not at this stock price.
used to be common knowledge that ~3% of twitter users generate +90% of twitter traffic
The social media game is a scam, but it's effective.
Marketers and ad agencies shill for social media because they get a cut of spend, so they push it heavy, talk it up big, create "strategies", etc. Conference speakers talk about it to executives, CEOs go to their staff and say shit like, "What's our Social Media strategy?", because they don't want to feel behind in their peer group. Then these companies scramble to put some bullshit together that they know won't work just to tell the boss that they are running social media campaigns.
The agencies roll out campaigns for clients, they fail, and then claim it was just a test, but got some good "branding" out of it, which is a marketing codeword for a failure. Then they charge for a new campaign, one based on the "findings" of the last test. Rinse and repeat.
The whole social media ad industry is based on the egos of executives and the fact that they can't admit to their peers that social media is a bad marketing strategy. But it makes companies like FB and TWTR some money, for a time...
There are a lot of industries like this where there is no value produced, it's a sham trumped up by "experts" who are telling everyone it's the next big thing.
The real winners in society are those who create bullshit.
Politics, religion, advertising, sales, management, boosterism, splatter art, ... all just different forms of bullshit.
The human brain stays "sane" by creating bullshit to reconcile the various conflicting lies that are simultaniously believed to be true.
Can't really disagree with you; sadly.
For the weak-minded, yes.
For those of us who aren't weak, we just figure out how to spot lies & the world comes into true clarity and is much more relaxing.
"There are a lot of industries like this where there is no value produced, it's a sham trumped up by "experts" who are telling everyone it's the next big thing."
Nuclear energy
"There are a lot of industries like this where there is no value produced, it's a sham trumped up by "experts" who are telling everyone it's the next big thing."
Nuclear energy
SOLID FUEL ROD nuclear reactors, but not nuclear energy. The energy harvested from atoms is far in excess of what you can get from oil.
What's sad is thorium could far, far exceed the safety thresholds demanded of uranium reactors, be far cleaner, easier to set up & take down, and the excess energy could also be used to make gasoline.
That's right, oil can be made from waste biomass but you need some input heat for the process. The trade-off: liquid fuel that isn't radioactive, petrol, is portable.
social media is still a more effective (more views, cheaper price) ad space than signs or TV commercials.
I flat out CANCELLED all TV because the show quality most of the time was crap, cost was too much & now I never EVER have to see commercials.
PLUS those who aren't retards can install adblock & noscript and that means NO ads of any sort.
I instinctively ignore ALL commercials on any signs anywhere.
I don't tweet (hey maybe that's the problem) but if I did I'd say 'buh buh economy'....was that within the character requirements?
You always ask for seperate checks?
Everything's going to shit - looks like its up to Facebook to carry the economy now.
And Chipotle ...
Ah, Faceplant, the little stock that couldn't. The United States of Texting. Whoo. we got a winner, here.
Obviously your comment was made without looking at the share price. I don't care for FB stock or the site but the price is NOT down.
Apparently you can't read charts OR thermometers : bigger numbers go UP, jackass.
What, no hash tag jokes?
A quarterly net loss of 500mn at 200something mn income - now thats brilliant. They better sell out to M$ or Yahoo before its too late...
Good riddance. He who lives on twatter is usually squatter in Mom's basement. They buy nothing because they have nothing.
Zerohedge sends links on twitter probably at least once per hour, frequently only 2 minutes apart.
Tweet. Tweet. Goes the canary in the coal mine.
if you had the middle name of Aho, as was any sort of opinion writer, would you make that public?...
They should have named this company like pets.com but give it the name twitter.com because this is twitter instead of pets.
Exactly how many thousands of employees does it take to run a 140 character spam engine?
Over 2000 apparently.
...one to run the machine and 1999 to twatter all day
=D That was class!
LOL. cracked me up. I have never partaken of the SOMA, but i'm willing to assume it either is or will become a "SPAM ENGINE". And this is the country that used to buld Diesel Electric Locomotives and export them to the world; having killed off the english Industrial competitor, and former world champion; now, after the politicians got through with us; we have TWITTER. OH, what a brave new day.
It's not a spam engine. You're just going with the crowd & not thinking for yourself.
The news on twitter feeds far exceeds accuracy & frequency than anything else on Earth, facebook included.
It beats the MSM, it's more timely than youtube (though often tweets are links TO youtube interviews), it leaves TV & newspapers in the dust.
That doesn't mean it's worth more than 50 cents/share but it is very useful.
i have never tweeted............
@Fix_It_Again_Timmy OMG WTF, U need 2 BTFO & enjoy all gr8 POV on TWTR. 2moro Twit will RES nub. SWAK!!!!!!!!
:)
Nor I; Nor shall I ; barring torture, of course; which is never out of the question nowadays.
I have many times. My favourite tweets to use:
showing taxes are voluntary, admitted under oath by the IRS, as a tweet-reply TO the IRS feed,
showing the chemical weapons in Syria are from US allies who are Al Qaeada, TO the Barack Obama feed,
showing the inevitable market-crash regardless of money printing but daring them to print MOAR, posted to @FederalReserve
Tell me that's not fun.
And of course showing the Williambanzai Snowden patriot 2.0 pictures - to the @NSA_careers twitter feed.
I can't wait for the future, and a company that loses $50bn a year, has no employees (started and run entirely by algos), sales of $50m, and a stock valuation of $1trn.
You know it's going to happen. It will be called something like 'ShatCock'. It will incubate compelling communities, and leverage robust vortals while morphing transparent action items.
And The Sheeple will be addicted to it.
Let's get started on it right away; I know a couple of Venture Capitalists in the Bay Area, and we can hire a couple of the dud computer programmers left over from the UN's world control thought experiment, err. global warming model. What could go wrong?
The only thing the models got wrong is the warming is faster in reality than predicted.
We have the NSA following us. Why the hell do we need TWTR following us too?
I've never used it so maybe I'm missing something.
http://www.forbes.com/sites/ryanmac/2013/10/04/who-owns-twitter-a-look-a...
I'm willing to bet that there will be aggressive purchasing by 3rd parties over the next year or two...maybe by FB or Google, or similar ownership...