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Total costs and expenses (which include cost of revenue and all operating expenses) grew to $807 million in Q2. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
On revenue: Total revenue was $683 million in Q2, down 19% due to a decline in advertising revenue across most markets. US revenue was $365 million, a decrease of 20%. Total int'l revenue was $319 million, a decrease of 18%. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
Twitter grew mDAU by 34% and revenue is down 23% year over year.
— Dare Obasanjo (@Carnage4Life) July 23, 2020
The revenue decline is surprising given Snap saw revenue grow 17% year over year for the same quarter.
Must be an advertiser mix challenge (e.g. no summer movies advertising on Twitter ).https://t.co/cAwNrgIKe3
Avg monetizable DAU grew 34% y/y to 186 million, driven by global conversation around current events & ongoing product improvements. This marks the highest quarterly y/y growth rate we’ve delivered since reporting mDAU growth. We have 20M more avg mDAUs in Q2'20 vs. Q1'20. $TWTR pic.twitter.com/aJtATfqgIg
— Twitter Investor Relations (@TwitterIR) July 23, 2020
This earnings should be enough to change narrative on $TWTR. Strong usage metrics and confirmation of subscription/e-commerce plans. Think stock trends up (and valuation re-rate) w big gaps on new rumors ... loosely similar to what $SPOT went through earlier this year https://t.co/tAXfiyhwzF
— Shiv Sharma (@shivsharma_5) July 23, 2020
Total costs & expenses grew 5% y/y to $807 million, as we continue to balance targeted headcount growth w/ further reducing lower priority investments. We incurred an operating loss of $124 million. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
By region, Q2 US ad revenue was $283 million, a decrease of 25%, reflecting brand spend pauses related to the pandemic and US civil unrest. Int'l ad rev was $279 million, down 20%. Int'l markets typically have a higher mix of direct response, which overall performed better. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
Twitter ad revenue down 23% year-over-year in Q2 despite strong user growth https://t.co/CuuRplK3Zh
— Meg Graham (@megancgraham) July 23, 2020
We ended Q2 with more than 5,200 employees worldwide, including approximately 60 from the CrossInstall acquisition. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
A few years ago, Twitter's lack of user growth was *the* story. Not anymore. Pretty dramatic turnaround.https://t.co/84UcYu9GJy
— Kurt Wagner (@KurtWagner8) July 23, 2020
he can't believe this website is free https://t.co/rnq4pqReWF
— Will Oremus (@WillOremus) July 23, 2020
Data licensing and other revenue totaled $121 million, an increase of 6% after a strong first half of renewals from many of our largest Data and Enterprise Solutions (DES) customers. We continue to expect this growth to moderate over the course of 2020. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
On mDAU: Growth continued to accelerate in Q2 & to be broad-based, with double-digit growth rates in all top 10 markets. We grew US mDAU by 24% and international mDAU by 37%. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
We incurred an operating loss of $124 million, or -18% of total revenue, compared to operating income of $76 million or 9% for the same period in 2019. The decrease in year-over-year operating income is primarily due to lower revenue and higher personnel-related costs. $TWTR
— Twitter Investor Relations (@TwitterIR) July 23, 2020
트위터 Q2 실적: mDAU 1억 8600만 명 전년 동분기 대비 34% 증가. 감염병 및 시위 등으로 인한 효과로 분석. 하지만 역시 감염병 및 미국 시위 등으로 광고 구입이 줄어들면서 매출은 대폭-전년 동기 대비 23%-감소. 또한 여전히 순적자 기록 중. https://t.co/VJMStiymF1
— 나가토 유키 (@nagato708) July 23, 2020
Twitter grew mDAU by 34% and revenue is down 23% year over year.
— Dare Obasanjo (@Carnage4Life) July 23, 2020
The revenue decline is surprising given Snap saw revenue grow 17% year over year for the same quarter.
Must be an advertiser mix challenge (e.g. no summer movies advertising on Twitter ).https://t.co/cAwNrgIKe3
Oh isn’t this too bad....Twitter (TWTR) Q2 2020 earnings https://t.co/20NdFEyROv
— Sheila G ????America First - Text Trump 88022 (@TheSheilaG2020) July 23, 2020
ツイッターの4-6月期の広告収入は前年比▲23%。6月の最後の3週間で見ても前年比▲15%。日本の広告市場も似たようなものだろう。https://t.co/FUXwQClKq3
— ニッポンの数字 (@nippon_num) July 23, 2020
収益はアナリストの予想を下回るも、外出自粛のおかげでユーザー数が大きく伸び、Twitterが時間外で上昇。https://t.co/5dv9yiN8rD pic.twitter.com/Op0TQI72ug
— 今村咲 (@saki_imamura) July 23, 2020
Twitter earnings: Ad revenue down 23%, but big user growth. Stock up 6.66%https://t.co/qxaAbqF1oR
— Steve Kovach (@stevekovach) July 23, 2020
Twitter reports strong user growth, but ad revenue is down 23%$TWTR △ 5% pre-markethttps://t.co/e0R1xJHr2I
— Stocktwits (@Stocktwits) July 23, 2020
트위터 2020년 2분기 실적 발표, mDAU 1억8천6백만, 전년대비 34% 증가, 광고 매출 23% 감소
— lunamoth (@lunamoth) July 23, 2020
Twitter reports strong user growth, but ad revenue is down 23% https://t.co/ISPF1nrjYRhttps://t.co/YlCK9ey9jJhttps://t.co/Z7svIStXdn
#ツイッター の #決算、収入は予想を下回ったが、アクティブユーザー数は前年比34%増堅調な伸び。
— 米国株ブタ子? (@BullBearButa) July 23, 2020
広告収入は前年同期比で23％減少、3月と比べて後半は緩やかな回復。
巣ごもりで利用率急増、広告V字回復は無理、急ピッチで広告異存脱出を図る、これは他とも共通している?https://t.co/TAwGdPVCaI
source: https://t.co/YEHfvZYScU
— India Equity Research (@IndiaER) July 23, 2020
$TWTR misses earnings, tells investors it's eyeing subscription optionshttps://t.co/I1HZKevY1R
— Market Rebellion (@MarketRebels) July 23, 2020
Twitterの広告収入が減っていて今更有料会員を検討しているという報道https://t.co/lOJeWumThE
— 野生の男 WILDMAN (@yasei_no_otoko) July 23, 2020
Twitter says it's looking at subscription options as ad revenue drops sharply https://t.co/orH9D56zs2
— Hadas Gold (@Hadas_Gold) July 23, 2020
Twitterのサブスクリプションについて、ジャックコメントが出た。これからいろんな仮説を試していくって感じ。企画を複数走らせているってことだろう。サービスはコンシューマ向けっぽい感じ。有料コンテンツ機能（paywall）やEC機能などを考えていることを臭わせてはいるが。https://t.co/2oV9vLB7MJ
— 重枝義樹 / しげえだよしき (@SGDYSK) July 23, 2020
Jack Dorsey confirms Twitter is actively considering subscription model https://t.co/PASVYDfyyz
— Ahmed Al Omran (@ahmed) July 23, 2020
WATCH: Twitter’s average monetizable daily active users increased 34% year over year to 186 million, above analysts’ estimate of 176 million https://t.co/B9gaB81Bi1 pic.twitter.com/PmfucbjbFN
— Reuters Business (@ReutersBiz) July 24, 2020
Twitter users, stuck at home and glued to their devices for news, helped the company post a record yearly growth in users https://t.co/SmIIbxV4WC pic.twitter.com/cEZ02SUYSf
— Reuters India (@ReutersIndia) July 24, 2020
WATCH: Twitter users, stuck at home and glued to their devices for news, helped the company post a record yearly growth in users https://t.co/B9gaB8jc9z pic.twitter.com/uykOJ92S0x
— Reuters Business (@ReutersBiz) July 24, 2020
WATCH: Twitter reported its highest-ever yearly growth of daily users who can view ads https://t.co/B9gaB8jc9z pic.twitter.com/WPsHypNdme
— Reuters Business (@ReutersBiz) July 23, 2020
WATCH: Twitter posts record yearly growth in users, beating analysts' estimates on usage https://t.co/B9gaB81Bi1 pic.twitter.com/WNpxUEpYE6
— Reuters Business (@ReutersBiz) July 23, 2020
#CancelCulture and censorship doesn’t pay the bills, after all! #Twitter says it's looking at subscription options as ad revenue drops sharply
— JWSpry ?? (@JWSpry) July 24, 2020
Lol. https://t.co/hqtyXSWD3I #LOL
H/t @NickdeCusa
Twitter がコロナの影響で広告収入が下がって、サブスクモデルを検討してるらしい。https://t.co/G3yc9ea7l6
— へぶん? - モバイルアプリ開発@Flutter (@heavenOSK) July 24, 2020
Twitter is looking at subscription-based options because of the sharp drop in ad revenue. https://t.co/Ih4YgK6l8K
— JΞSŦΞR ✪ ΔCŦUΔL³³°¹ (@th3j35t3r) July 23, 2020
Twitterの広告収入がかなり落ちているのでサブスクでマネタイズ出来るかを試す予定。
— Tetsuro Miyatake (@tmiyatake1) July 24, 2020
他のSNSと比較して、圧倒的にマネタイズに苦しんでいるのはTwitter。すごいバリューのあるコンテンツが作られているのに、Substackなどと比較するとお金にならない。https://t.co/4gny1Wqkhq pic.twitter.com/WNboAmXMVS
ONLYFANS NO TWITTERhttps://t.co/kTP55vrcr1 pic.twitter.com/JSbglNUoCG
— Pedro dos Santos (@dropws) July 24, 2020