These Are The Three Charts That Just Sent Twitter Plunging After Hours

Tyler Durden's picture


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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Wed, 02/05/2014 - 17:22 | 4405513 HyBrasilian
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Wed, 02/05/2014 - 17:35 | 4405545 TruthInSunshine
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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, Zynga, FaceFuk, GroupFuk, etc., or regret not buying these Winners Of The New World v.2.0 FOREVER!

Wed, 02/05/2014 - 17:47 | 4405623 James_Cole
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TWTR, shining knight of the 'new' economy. How many employees they have again? And p/e? Ah fuck it, who cares. 

Wed, 02/05/2014 - 18:12 | 4405709 WarriorClass
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CT Collectivist Gun Grabber Ruthlessly Skewered By Sipsey Street Irregulars:

Wed, 02/05/2014 - 18:13 | 4405718 Crisismode
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Sock Puppet . . . is that you calling from the grave?

NASDAQ 2002 redux?

Say it's not so.

Wed, 02/05/2014 - 18:39 | 4405806 NoDebt
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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


Wed, 02/05/2014 - 19:12 | 4405923 ZerOhead
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Twitter > Twitcher

Wed, 02/05/2014 - 19:13 | 4405940 kaiserhoff
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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?

Wed, 02/05/2014 - 19:41 | 4406038 johnconnor
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that's how Amazon has been rolling for years... only Amazon actually delivers tangible items

Wed, 02/05/2014 - 20:19 | 4406170 kaiserhoff
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So narcissism and exhibitionism are intangible?

Don't tell Beebuh.

He'll have a fucking cow.


Thu, 02/06/2014 - 01:26 | 4406968 StychoKiller
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Hmm, a fscking cow and Beiber -- most disturbing, mate!

Thu, 02/06/2014 - 04:23 | 4407121 Midas
Midas's picture

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?

Wed, 02/05/2014 - 20:04 | 4406115 Gankfest
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lol @ who usees Twitter!

Wed, 02/05/2014 - 19:48 | 4406066 unrulian
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Shit is coming down: in the same day, twitter crashes the USPS adds to the government agencys stocking up on ammUNition;



Wed, 02/05/2014 - 20:29 | 4406200 Pure Evil
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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.

Wed, 02/05/2014 - 20:31 | 4406217 markar
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They're worried about postal customers going postal.

Wed, 02/05/2014 - 20:44 | 4406258 Trucker Glock
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Maybe they're going to shoot all of their pensioners so they can stay in business.

Wed, 02/05/2014 - 21:02 | 4406324 mendolover
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Wouldn't surprise me if the one company right now that has more ammo than anyone else at any given time is UPS.

Thu, 02/06/2014 - 02:50 | 4407041 Kiwi Pete
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Are posties armed in the US? I knew things were bad over there but Holy Fuk!

Wed, 02/05/2014 - 18:12 | 4405714 Crisismode
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double post

Wed, 02/05/2014 - 17:52 | 4405650 I Am Not a Copp...
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Wed, 02/05/2014 - 19:22 | 4405974 Cacete de Ouro
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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..

Wed, 02/05/2014 - 19:40 | 4406046 jwoop66
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I don't know anyone who uses it either.   The newspeople and the tv have been pushing it for years; however.      Hmmmmm???????

Wed, 02/05/2014 - 19:50 | 4406073 Moe Howard
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I know a guy who says he follows himself. I cannot verify if it is true.

Wed, 02/05/2014 - 20:04 | 4406105 Ness.
Ness.'s picture

I follow zerohedge@zerohedge


...and for comedic relief, I follow Federal Reserve@federalreserve



Wed, 02/05/2014 - 20:32 | 4406211 markar
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I know someone who does that. Recently diagnosed with multiple personalities.

Thu, 02/06/2014 - 04:26 | 4407122 Joseff Stalin
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Anthony Weiner advises Rep. Grimm: Don't 'get physical with a reporter'


  1. Jennifer Weiner
    Jennifer Weiner 

    Author of "Good In Bed" (2001), "In Her Shoes" (2002), "Little Earthquakes" (2004), and "Goodnight Nobody" (2005). Weblog, first chapters, tips for writers, tour ...

Thu, 02/06/2014 - 16:39 | 4408920 MeelionDollerBogus
MeelionDollerBogus's picture

You know Zerohedge uses twitter as do several of the contributors and @WilliamBanzai7 is on twitter.

Wed, 02/05/2014 - 18:08 | 4405693 Max Damage
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40 billion if you add all the options due in May for this overvalued momo stock

Wed, 02/05/2014 - 19:01 | 4405888 Muppet
Muppet's picture

$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.

Wed, 02/05/2014 - 19:39 | 4406029 Ulterior
Ulterior's picture

to get 30billion you must create a website with messaging service, simple as that

Wed, 02/05/2014 - 23:51 | 4406799 Againstthelie
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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!

Wed, 02/05/2014 - 17:28 | 4405555 redpill
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Soon Twitter will only be use by Carl Icahn to pump his personal portfolio, mob-organizing protesters in third world countries, and terr'sts.

Wed, 02/05/2014 - 17:34 | 4405571 TruthInSunshine
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Carl "I Can Haz Tweetz"iCon is agitating to merge Apple, Dell & Twitter into new company to be named Deltwaple.

Wed, 02/05/2014 - 17:37 | 4405588 redpill
redpill's picture

AppellTwit has a nicer ring to it

Wed, 02/05/2014 - 17:54 | 4405660 johnQpublic
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apleditter ?

Wed, 02/05/2014 - 18:15 | 4405728 Colonel Klink
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Twitter down the shitter.

Wed, 02/05/2014 - 19:14 | 4405939 SAT 800
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"TitApple"; you know you want one; get one today.

Thu, 02/06/2014 - 02:59 | 4407049 Nobody For President
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Fuckin' a redpill, where the hell you been?


With the market going tits up?

Good to see you back.


Wed, 02/05/2014 - 17:40 | 4405595 Temporalist
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Wed, 02/05/2014 - 17:41 | 4405604 So Close
So Close's picture

Easy come....

Wed, 02/05/2014 - 19:15 | 4405949 Hero Protagonist
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This was all weather related.

Wed, 02/05/2014 - 17:21 | 4405514 syntaxterror
syntaxterror's picture

Damn. Time to prepare the BUY order!

Wed, 02/05/2014 - 17:25 | 4405538 Canadian Dirtlump
Canadian Dirtlump's picture

I'd sooner brusgh my teeth with toilet water from sochi than own twtr..

we are talking about TW telecom not? Lmao.

Wed, 02/05/2014 - 17:34 | 4405575 Boris Alatovkrap
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Sewage water for Sochi Resort is import from Ural Mountain runoff.

Wed, 02/05/2014 - 17:49 | 4405633 TruthInSunshine
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My Russian sucks, but signs posted in Sochi seem to warn not to "drink yellow Stolichnaya."

Wed, 02/05/2014 - 18:46 | 4405831 Squid-puppets a...
Squid-puppets a-go-go's picture

we can change that ol' frank zapper song from 'huskies' to 'Ruskies'

Wed, 02/05/2014 - 18:58 | 4405883 Boris Alatovkrap
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Boris is say "Ural", not is "Urinal"!

Wed, 02/05/2014 - 19:02 | 4405892 Rukeysers Ghost
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Sewage water for Sochi Resort is import from Ural Mountain runoff.


Did you mean Ural or Urine Mountain?

Wed, 02/05/2014 - 17:23 | 4405517 Groundhog Day
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