Video above published Feb 8, 2017: Has Twitter seen a pop in users from President Trump's use of the platform? Bloomberg.com's Caroline Hyde takes a look ahead of Twitter's fourth quarter earnings on Thursday.
Does Disney have its sights set on Twitter?
Video above published Feb 8, 2017: FoxBusiness.com’s Charlie Gasparino on the chances that Disney will make a bid to acquire Twitter.
$TWTR UP 30% Feb 9, 2016 - Feb 8, 2017 |
Consensus estimates: $0.12 in earnings per share (EPS) and $740.14 million in revenue, as compared to $0.16 in EPS and $710.47 million in revenue in the same period last year per 247wallst.com.
Q4 2016 Results: Q4 EPS of $0.16 beat estimates by $0.04. Q4 Revenue of $717M (+0.9% Y/Y) missed estimates by $23.14M
- Q4'2016 Shareholder Letter (pdf)
- Earnings Press Release (pdf)
- Slide Presentation (pdf) (embedded below)
- Selected Company Metrics and Financial (pdf)
• 2016 revenue totaled $2.5 billion, an increase of 14% year-over-year.
• 2016 GAAP net loss of $457 million and non-GAAP net income of $406 million.
• 2016 GAAP diluted EPS of ($0.65) and non-GAAP diluted EPS of $0.57.
• 2016 adjusted EBITDA of $751 million, up 35% year-over-year, representing an adjusted EBITDA margin of 30%, versus 25% in 2015.
• Q4 revenue totaled $717 million, an increase of 1% year-over-year.
• Advertising revenue totaled $638 million, down slightly year-over-year. Mobile advertising revenue was 89% of total advertising revenue.
• Data licensing and other revenue totaled $79 million, an increase of 14% year-over-year.
• US revenue totaled $440 million, a decrease of 5% year-over-year.
• International revenue totaled $277 million, an increase of 12% year-over-year.
• Total ad engagements were up 151% year-over-year.
• Cost per engagement (CPE) was down 60% year-over-year.
• Q4 GAAP net loss of $167 million and non-GAAP net income of $119 million.
• Q4 GAAP diluted EPS of ($0.23) and non-GAAP diluted EPS of $0.16.
• Q4 adjusted EBITDA of $215 million, up 12% year-over-year, representing an adjusted EBITDA margin of 30%, versus 27% in 2015.
• Average monthly active users (MAUs) were 319 million for Q4, up 4% year-over-year and compared to 317 million in the previous quarter.
• Average US MAUs were 67 million for Q4, up 3% year-over-year and fl at compared to 67 million in the previous quarter.
• Average international MAUs were 252 million for Q4, up 5% yearover-year and compared to 250 million in the previous quarter.
• Mobile MAUs represented 83% of total MAUs.
• DAU grew 11% year-over-year, an acceleration from 7% in Q3’16, 5% in Q2’16, and 3% in Q1’16.
Q4 2016 Earnings Slides embed:
Q4 2016 Earnings Slides embed:
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