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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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Marketwatch is getting more removed from reality every day. today they say people really want to buy the DOW; they're just waiting a little. And twitter going down was a "mistaken impression"; -17% mistaken impression, eh?
A moderate 17% correction, very healthy for the markets.
Well, I'm having fun today, plenty to laugh about. Yes, very healthy; hrrmpf. very healthy, I say. And you know what's even funnier; they're about 2,000,000 people reading marketwatch right now. now tha'ts funny.
just to be clear this thing referred to as social media is the cool way to say: "Wanna buy this...?"
Facking brilliant!
Damn, I thought I had purchased Tweeter stocks...you know, that awesome speaker company? Stupid stock symbols look alike and shit...I guess it's time to sell! ;-)
The twitter bird logo is actually a canary, and it just inhaled the CO2 fumes
No wonder it turned blue!
while everyone is obsessing over a simulated company with a simulated value that would make not one bit of difference if it was wiped off the face of the earth by tomorrow morning, this just slipped by the ransquawk:
the-bank-for-international-settlements-issued-a-warning-to-regulators-and-governments-about-the-unprecedented-shift-in-borrowing-patterns-by-emerging-market-corporations-since-the-global-financial-crisis-potentially-exposing-banking-systems-05-02-2014
now watch me pull a rabbit out of my hat.
Drats you Red Baron!!!
Tweeter Totter
The last Twitiot has signed on.
All downhill from here
#twitsfortwats
I've never been a memeber of the "social media" fan club, but Twitter is a company I think fills a niche beyond little jonny tweeting when he's taking a shit or that "it's hump day".
There's lots of great reasons to use twitter for business, breaking news, #askjpmorgan, etc...
Too many people expect technology for free. Twitter should institute a subscription policy starting with businesses first. $60 or $120 a year from every business is a very profitable revenue model. You'll also get millions of individuals that actually have something to say that are willing to pay a monthly fee.
Bottom line - the value of knowing you stopped at MCD on your way to work, or the woman in the cube next to you is annoying, or you are totally going to get wasted this weekend may be of some interest to your friends, but it is not the basis of a strong business model.
I just read your comment to my live in lady friend ... we are still laughing.
+100
have you SEEN any of the porn-starlet feeds on twitter?
They're completely unrestricted & some are damn fine to look at.
Porn is a #1 performer in the econony, no matter how everyone else is doing.
The Arab Spring has passed and so the happy tweets...
Reminds me of an old quote like deja vu all over again...
"Clearly, sustained low inflation implies less uncertainty about the future, and lower risk premiums imply higher prices of stocks and other earning assets. We can see that in the inverse relationship exhibited by price/earnings ratios and the rate of inflation in the past. But how do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions as they have in Japan over the past decade?"
Dec 5, 1996.
Yeh, I think the world has peaked in regard to Bolshevik narcissism, so Twitter probably has as well.
anyone know which site the after hours price chart is from?
So I'm just a suburban doctor. Forgive me but here's my thesis: Twitter and Facebook won't fail since intelligence agencies are addicted to them. So.... BTFD?
I would wait at least a couple of days hashtag. for the shortsqueeze hashtag.
Twitter and Farce Book are like Fashion Accessories.
You have to wait for them to become fashionable again, like Flares. And some Fads will never be fashionable again.
If Large Corporations didn't try to comandeer these systems buy pretending to be your friend in order to sell more of their junk then they might be more fashionable.
The fastest & most reliable news sources (being fast to lie doesn't count for shit to me) are Twitter & Youtube.
twitter is for twits.
Actually I find the content of Facebook was dozens of IQ points lower than on Twitter.
The most vapid things I see on Twitter are from celebrities but they're still doing their job, getting their face out there, & they are paid well when they do it.
The others I follow on Twitter are all finance feeds, including Zerohedge, Max Keiser & Stacey Herbert (more than Max, and that always burns him), Calibrated Confidence (who is a ZH contributor)... etc.
How does Twitter have earnings? What do they sell? And to whom??
Guys, we can totally set up a drug cartel on Twitter. People would put something like "#cocaine #spokane 5601 east sprague" and we would deliver it directly to the customer.