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This is the last time $TWTR will report MAU in favor of reporting “monetizable” active users instead
— ? (@Anthony) April 23, 2019
Q1 revenue: $787M, +18%; Operating income: $94M w/ 12% operating margin; net cash from operating activities: $352M vs $243M in Q1’18; adj. FCF: $271M vs. $135M in Q1’18.$TWTR
— Twitter Investor Relations (@TwitterIR) April 23, 2019
Total advertising revenue was $679M, +18%. Y/Y growth accelerated in the US relative to Q4, with ad revenue up 26%. By product, video ad formats continued to show strength, notably from our Video Website Card and in-stream pre-roll ads. $TWTR
— Twitter Investor Relations (@TwitterIR) April 23, 2019
Data licensing and other revenue totaled $107M, +20%. Data and enterprise solution (DES) continues to see new customer opportunities and use cases as well as smaller customers adopting our self-service APIs. $TWTR
— Twitter Investor Relations (@TwitterIR) April 23, 2019
Twitter beats expectations with 18% rev growth year over year at $787M & net income of $191M.
— Dare Obasanjo (@Carnage4Life) April 23, 2019
More impressively they've successfully switched narrative from MAU (declining) to mDAU (daily users of Twitter owned apps which is growing). Nice 1 @boo @jack https://t.co/w7Y9uE1ncF
We delivered net income of $191M, net margin of 24%, and diluted EPS of $0.25 and grew our headcount sequentially, ending the quarter with more than 4,100 employees. $TWTR
— Twitter Investor Relations (@TwitterIR) April 23, 2019
Total US revenue was $432M, an increase of 25%. Total international revenue was $355M, an increase of 11% or 15% on a constant currency basis. Japan remains our 2nd largest market, growing 16% and contributing $136M or 17% of total revenue in Q1. $TWTR
— Twitter Investor Relations (@TwitterIR) April 23, 2019
However MAU to mDAU still tells a story of a service that has stopped growing and is now getting better at monetizing & engaging existing users. Basically same story as Apple & services narrative.
— Dare Obasanjo (@Carnage4Life) April 23, 2019
I believe if they took abuse more seriously still headroom for user growth
Twitter Q1 absolutely destroys Wall Street estimates for earnings and revenue. Monthly active users are not growing, but the platform’s influence is.
— Downtown Josh Brown (@ReformedBroker) April 23, 2019
(long) $TWTR https://t.co/F2AekqlYeL
I am (almost) prepared to say that Twitter's financial recovery is real. https://t.co/Knx0Il1vij
— Shira Ovide (@ShiraOvide) April 23, 2019
But it's worth noting how far ahead Facebook is financially by every measure.
Twitter Q1 revenue beat estimates, but monthly active users down https://t.co/p9ojnEro2x by @benlovejoy pic.twitter.com/VkE20eaeoW
— 9to5Google.com (@9to5Google) April 23, 2019
Twitter's rallying. Topped sales & user growth projections. $787 in revenue for Q1, up 18%. 134 daily active users, compared to 126 in fourth quarter. CEO @jack said on the call this was the best quarter of financial performance ever @business @technology https://t.co/qERY4iXGbX pic.twitter.com/WqryENEFjb
— Selina Wang (@selinawangtv) April 23, 2019
Twitter Rallies as User Count, Revenue Impress Wall Street
— Rich Greenfield (@RichBTIG) April 23, 2019
Thnx for shoutout @selinawangtv @business $TWTR
❤️ this quote ?https://t.co/yJ13MzGKys pic.twitter.com/0BKrRyelMB
Must have been all the new and rapidly growing #PPC members!
— Ian Prittie #PPC. Join us!! ?? ? (@thereds8) April 23, 2019
Twitter Rallies as User Count, Revenue Impress Wall Street https://t.co/sK9dbEiIe2
More than a third of abusive tweets are now removed automatically https://t.co/xE5hji1zIX
— Financial Times (@FinancialTimes) April 23, 2019
Twitter beats forecasts as advertising demand grows https://t.co/1bhe3GQemn
— fastFT (@fastFT) April 23, 2019
Twitter beats forecasts as advertising demand grows https://t.co/RAIIIbiver
— Financial Times (@FT) April 23, 2019
Twitter Q1 absolutely destroys Wall Street estimates for earnings and revenue. Monthly active users are not growing, but the platform’s influence is.
— Downtown Josh Brown (@ReformedBroker) April 23, 2019
(long) $TWTR https://t.co/F2AekqlYeL
Twitter has found its path to profit and while that should make Wall Street happy, it doesn't because of user growth flatlining -> @Twitter Q1 flies past estimates with sales of $787M and EPS of $0.25, but MAUs drop to 330M https://t.co/vc2WlYviNd #Twitter #Tech #Earnings pic.twitter.com/HzoMaLHdOJ
— Daniel Newman (@danielnewmanUV) April 23, 2019
Twitter beats expectations with 18% rev growth year over year at $787M & net income of $191M.
— Dare Obasanjo (@Carnage4Life) April 23, 2019
More impressively they've successfully switched narrative from MAU (declining) to mDAU (daily users of Twitter owned apps which is growing). Nice 1 @boo @jack https://t.co/w7Y9uE1ncF
Twitter shares surged after it topped first-quarter sales projections and reported strong user growth https://t.co/GPwNTwmn2w vía @technology#SocialMedia #Twitter
— Canary PR (@Canary_PR) April 23, 2019
Twitter Rallies as User Count, Revenue Impress Wall Street https://t.co/RRrCDueKyY
— Five Favorites Podcast (@5FavoritesCast) April 23, 2019
Can we just marvel at the spectacle of the leader of the Free World whinges about his twitter follower count. What an embarrassment this creature is to his country and office. https://t.co/5iDmwmXkf1
— Malcolm (@bracken_uk) April 24, 2019
Twitter had a pretty good Q1, financially:
— John Koetsier (@johnkoetsier) April 23, 2019
- revenue $787M, up 18% YoY
- net income $191M
- monthly avg users 330M, up 9M QoQ but down 6M YoY
- stock up 16%https://t.co/5p9avN1mcn by @ingridlunden
Twitter's ad revenue jumps 18% as marketers invest more on the platform https://t.co/ZFzFpo3ajc #SocialMedia pic.twitter.com/96dX6xIpvb
— ARJ Artwork Studio (@ArjFashions) April 23, 2019