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Twitter Slides After Beating Earnings But Missing On Active Users, Guiding Below Expectations

Submitted by Tyler Durden on 10/27/2015 16:20 -0400

While we await the full Twitter slidedeck presentation, here are the key results as they come in. First, the good news: Q3 was not bad...

TWITTER 3Q ADJ. EPS 10C EST. 5C
TWITTER, Q3 REVENUE OF $569 MILLION
TWITTER Q3 MAUS EXCLUDING SMS FAST FOLLOWERS 307 MILLION, UP 8% Y/Y AND UP 3 MILLION FROM THE PRIOR QUARTER

... And now, the bad - guidance sucked:

TWITTER 3Q MAU 320M, EST. 324M
TWITTER SEES 4Q REV. $695M-$710M, EST. $741.6M
TWITTER, SEES 4Q ADJ EBITDA $155M-$175M, EST. $197.97M

Some more detail on the current quarter:

We don't even need to see the non-GAAP bridges, shown below...

... to know that Jack Dorsey is trying to make this a "kitchen sink" quarter, although for the time being the stock is hardly happy with the results.

... despite such news slides as changes in "monetization metrics."

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Tue, 10/27/2015 - 16:22 | 6718168 Boris Alatovkrap

Twitter. No real man is twitter!

Tue, 10/27/2015 - 16:44 | 6718266 Id fight Gandhi

Well they couldn't even get a full time CEO for this turd.

Tue, 10/27/2015 - 16:27 | 6718193 valley chick

Next up... iCrap....how much in buybacks is what I like to know.

Tue, 10/27/2015 - 16:34 | 6718218 Boris Alatovkrap

Boris is create Twitter account. (Is only for social experiment, Boris is not gay!)

https://twitter.com/BorisAlatovkrap

Please to making friend and following! Spasibo!

Tue, 10/27/2015 - 16:32 | 6718206 Lendo

These must be the same "active users" that you can purchase to follow you, and up your Twitter cred.

Same with Facebook, phony user numbers, and with Facebook, a laughable mobile advertising practice.

Tue, 10/27/2015 - 16:55 | 6718313 economessed

Twiiter always struck me as a communications solution in search of a legitimate problem. And now its become a communications solution with revenue requirements in search of a legitimate problem that can fund its desire to make some money.

All of this technology seems misdirected to me. Send it to China. Give us our manufacturing back.

Tue, 10/27/2015 - 18:10 | 6718647 divedivedive

I'm an old fart and really don't buy into all this FB, Instagram, Twitter stuff - but at one point a few years ago I created a twitter account for 1 day's use. I never could figure out how to delete that account. That is one good way to keep the numbers up.

Tue, 10/27/2015 - 18:30 | 6718700 zipit

https://www.google.com/search?q=how+to+delete+twitter+account

Tue, 10/27/2015 - 18:38 | 6718725 divedivedive

Thanks for that - it has been so long I don't even remember what credentials I used for that twitter accout - BUT - I will tell you I believe I went down the path you are suggesting at one point. In my little mind 'deactivating' an account is not the same as 'deleting' an account.

Tue, 10/27/2015 - 19:00 | 6718815 silverer

You can also become immortal if you open an account on Linkedin.

Tue, 10/27/2015 - 18:14 | 6718659 billybobtx

How on God's green earth do they make a penny? I don't buy anything there and I sure don't click on any ads. Just don't see it.

Tue, 10/27/2015 - 19:04 | 6718833 Navymugsy

They don't make a penny and that's the issue.

Tue, 10/27/2015 - 18:47 | 6718760 Normalcy Bias

Twitter to Shitter in less than 5 years...

Tue, 10/27/2015 - 19:04 | 6718829 Navymugsy

Twitter is absolutely useless unless you want to crash a stock or create a panic. At least FB has photos.

Twitter Slides After Beating Earnings But Missing On Active Users, Guiding Below Expectations

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