Twitter Inc (TWTR) 4Q Earnings Preview

0
Twitter Inc (TWTR) 4Q Earnings Preview
geralt / Pixabay

Analysts at Morgan Stanley expect Twitter Inc (NYSE:TWTR) to beat 4Q consensus estimates, as current numbers appear conservative. Although near-term earnings revisions may send estimates higher, analysts remain concerned that shares appear to price in a high likelihood of long-term success absent stronger evidence of mainstream adoption.

Play Quizzes 4

Twitter results will beat estimates?

Analysts see 4Q13 results beating consensus estimates, which call for total revenue growth of 94% Y/Y, and EBITDA of $23m (+30% Y/Y), as expectations appear too conservative. Although analysts are unsure if management will provide forward guidance, they expect near-term earnings revisions to move estimates higher. Analysts’ estimates call for total revenue of $210m and EBITDA of $12m (5.8% margin), and for ad revenue of $197m to grow 98% Y/Y (US 71% of total, +77% Y/Y). They look for WW ad revenue per thousand timeline views of $1.15 (+36% Y/Y) on 171b total timeline views (+46% Y/Y), and look for US ad revenue per thousand timeline views of about $3 (+38% Y/Y) on about 46b US timeline views (+28% Y/Y, 27% of total timeline views).

London Value Investor Conference: Joel Greenblatt On Value Investing In 2022

The first London Value Investor Conference was held in April 2012 and it has since grown to become the largest gathering of Value Investors in Europe, bringing together some of the best investors every year. At this year’s conference, held on May 19th, Simon Brewer, the former CIO of Morgan Stanley and Senior Adviser to Read More

Analysts forecast 247m global MAUs (+33% Y/Y, 7% Q/Q), including 56m in the US (24% Y/Y, 5% Q/Q) – comScore measured 65m US multi-screen users in 4Q (+5% Q/Q). They look for 190m WW mobile MAUs representing 77% of Twitter Inc (NYSE:TWTR)’s total WW MAUs.

Analysts look for management commentary to focus on providing insight related to Twitter Inc (NYSE:TWTR)’s user growth and engagement, while discussing new product developments that could drive future revenue initiatives, especially in targeting offline TV ad dollars.

Twitter’s conference call key points

Key Questions for the call: (1) How successful has Amplify been to-date and what are management’s goals to further disrupt TV ad budgets; (2) How has MoPub been integrated into Twitter Inc (NYSE:TWTR)’s overall advertising strategy? What are Twitter’s long-term plans for MoPub?; (3) How does Twitter plan to accelerate user growth and make Twitter more mainstream?

Updated on

Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com
Previous article A Quick Valuation Snapshot Of P&C Insurer HCI Group
Next article Facebook Inc (FB) COO Sheryl Sandberg, Mike Schroepfer Sell Shares

No posts to display