Morgan Stanley analysts Scott Devitt, Jordan Monahan, Erhan Soyer-Osman and John Egbert rate Twitter Inc (NYSE:TWTR) as Underweight.
Twitter’s fourth quarter earnings
Twitter Inc (NYSE:TWTR)’s 4Q results show signs of slowing user growth and engagement:
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- MAUs grew slower than expected, suggesting that Twitter may be finding it more difficult to capture a more mainstream audience. US MAUs came in at 54m (+3% Q/Q), vs. International MAUs of 187m (+5% Q/Q). We see 2014E US / Int