Twitter reports Q4 revenue of $909M, up 24% YoY, ad revenue of $791M, up 23% YoY, net income of $244M, and MAUs of 321M, down by 9M YoY; stock closes down 9%+
and it's a lot smaller than Snapchat's Lauren Feiner / CNBC : Twitter crashes 10% after it says expenses will rise sharply Twitter : Q4 and Fiscal Year 2018 Letter to Shareholders Andrew Hutchinson / Social Media Today : Twitter Reports Another Decline in Users, Shifts to Alternate Performance Metric Tweets: Kurt Wagner / @kurtwagner8 : NEW: Twitter is finally sharing how many daily users it has: 126 million. That's 60 million fewer daily users than Snapchat, and a lot fewer users than anything FB owns. $TWTR https://investor.twitterinc.com/ ... @twitterir : We saw broad-based strength across all regions. Total US revenue was $506M, +24%. Total international revenue was $403M, +24%. Japan remains our 2nd largest market, growing 30% + contributing $138M or 15% of total revenue in Q4. #TWTR @twitterir : Our mDAU are not comparable to current disclosures from other companies, many of whom share a more expansive metric that includes people who are not seeing ads. #TWTR Dan Pfeiffer / @danpfeiffer : This suggests that politicians, campaign operatives, and the media are spending way too much time on the wrong thing. We are just talking to each other and wondering why our message isn't getting out to the broader public http://www.recode.net/... Olivier Knox / @oknox : I'll grant you that this is a slow-motion AOL chatroom, but I (and I admit to being supremely tech unsavvy, basically a human-shaped EMP) have never figured out how to configure Snapchat to use it the way I use Twitter. http://twitter.com/... Ryan Broderick / @broderick : It's actually kind of a relief to find out how totally small Twitter is. It has 60 million fewer daily active users than Snapchat. If the media wasn't completely hooked on it, it would most likely vanish entirely. http://www.recode.net/... Stewart Mandel / @slmandel : Indeed, how will this company ever survive with only 126 million customers. http://twitter.com/... Sarah Frier / @sarahfrier : Twitter finally shares its number of daily users, a move it resisted for years because it would help people draw comparisons to other platforms like @KurtWagner8 is doing. So why start? Because it's growing and the prior metric, monthly users, is not http://twitter.com/... Casey Newton / @caseynewton : Given Twitter's new mantra of ‘healthy conversation,’ it's notable that Snap (an app for having conversations with your friends) is a full 50 percent larger http://twitter.com/... Ingrid / @ingridlunden : Ads acct for almost 90% of revenues and video for over half of that. Users may be falling, but Twitter's getting better at targeting those who are there. http://twitter.com/... Kerry Flynn / @kerrymflynn : I woke up and thought I was still dreaming when I read this tweet. Today Twitter starts sharing DAUs. Last year Snap shares MAUs. Crazy world we live in. $TWTR http://twitter.com/... @twitterir : Q4 was a strong finish to 2018 with $909M in total revenue up 24%, reflecting better than expected performance across most products and geographies. We delivered GAAP net income of $255M, net margin of 28%, adjusted EBITDA of $397M, and adjusted EBITDA margin of 44%. #TWTR @twitterir : Q4 capped our first full year of GAAP profitability. We grew our worldwide headcount by almost 550 employees, or 16% in 2018, and ended the year with over 3,900 employees. #TWTR @twitterir : Q4 advertising revenue was $791M, +23%. O&O advertising revenue was $749M, +26%. Data licensing and other revenue was $117M, an increase of 35%. #TWTR @twitterir : As mDAU will be the metric we use to show the size of our audience and engagement going forward, we will discontinue disclosing MAU after Q1'19. #TWTR @twitterir : So, starting this quarter, in addition to sharing the growth in mDAU as we have since 2016, we are disclosing the absolute number of average mDAU (previously referred to as DAU), for both the US and international markets. #TWTR @twitterir : Monetizable DAU are Twitter users who log in and access Twitter on any given day through https://twitter.com or our TWTR applications that are able to show ads. #TWTR See also Mediagazer