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| Twitter 1-year stock chart (NYSE:TWTR) (source: google.com) - almost 1 year down trend |
Feb 10, 2016 at 2:00 PM PT / 5:00 PM ET
Twitter Fourth Quarter Earnings Conference Call -- Listen to webcast
UPDATE: release of Q4 2015 earnings:
Q4'15 Shareholder Letter pdf 456.9 KB
Slide Presentation pdf 73.0 KB
Selected Company Metrics and Financials pdf 128.9 KB
Q4 2015 Shareholder Letter Recording https://t.co/nt3iKb51BX— TwitterIR (@TwitterIR) February 10, 2016
Excerpts from Earnings Release:
Total average monthly active users (MAUs) were 320 million for Q4, up 9% year-over-year,
compared to 320 million in the previous quarter
Total audience, which consists of MAUs and monthly logged-out visitors, totaled more than 800
million in Q4.
Mobile MAUs represented approximately 80% of total MAUs.
Total audience, which consists of MAUs and monthly logged-out visitors, totaled more than 800
million in Q4.
Mobile MAUs represented approximately 80% of total MAUs.
Q4 revenue totaled $710 million, an increase of 48% year-over-year. Excluding the impact of
year-over-year changes in foreign exchange rates, revenue would have increased 53%.
o Advertising revenue totaled $641 million, an increase of 48% year-over-year. Excluding
the impact of year-over-year changes in foreign exchange rates, advertising revenue
would have increased 53%. Mobile advertising revenue was 86% of total advertising
revenue.
o Data licensing and other revenue totaled $70 million, an increase of 48% year-over-year.
o U.S. revenue totaled $463 million, an increase of 47% year-over-year.
o International revenue totaled $247 million, an increase of 51% year-over-year.
• Q4 GAAP net loss of $90 million and non-GAAP net income of $115 million.
• Q4 GAAP diluted EPS of ($0.13) and non-GAAP diluted EPS of $0.16.
• Q4 adjusted EBITDA of $191 million, up 35% year-over-year, representing an adjusted EBITDA
margin of 27%.
"For Q1, we expect:
• Revenue to be in the range of $595 to $610 million;
• Adjusted EBITDA to be in the range of $150 to $160 million;
• Stock-based compensation expense to be in the range of $160 million to $170 million;
• GAAP share count to be in the range of 690 to 695 million shares;
• Non-GAAP share count to be in the range of 705 to 710 million shares.
For FY 2016, we expect:
• Capital expenditures to be $300 million to $425 million;"
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- Twitter revenue could go big, but Wall Street won’t care - MarketWatch: "Twitter, with 320 million monthly active users last quarter, suffers by comparisons to Facebook and its 1.59 billion users but attracts more than triple the audience of job-searching professional network LinkedIn, which has 100 million monthly active users."
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