Twitter reiterates its false or spam account average estimate, saying it performed an internal review and found they represented “fewer than 5%” of MAUs in Q2
and another one in Mykonos Paul Thurrott / Thurrott : Twitter Results Suffer from Musk Uncertainty Ben Munster / Decrypt : Twitter Cancels Q2 Earnings Call, Citing Elon Musk's ‘Pending Acquisition’ Tweets: Tim Culpan / @tculpan : 2/ Twitter 2Q ad revenue was +6% (constant currency) But Subs & other +7%. It sold ad-tech unit MoPub last year, which caused -27% in that division. But without MoPub, that “other” category is primarily driven by Dev subs, which is access to its API. What's this API stuff? Tim Culpan / @tculpan : 3/ Twitter sells access to its API, which provides a two-way connection to its platform. That's bots. Automated accounts: advertisers, media outlets, corporations, even NGOs all use the API to post to Twitter or read data from Twitter. And revenue from that business is rising David Marcus / @davidmarcus : Irrespective of whether you believe in Elon's motivations to back out of the Twitter deal, it's striking how many obviously fake/bot accounts there are on the platform. Better AI/ML models would catch these easily (duplicate names, profile pics, RT/like patterns...). Basic shit. Tim Culpan / @tculpan : 4/ Now, blame @elonmusk for the @twitter revenue struggle if you like. But SNAP just showed the ad market is tough right now. And the “swing to loss” is a misnomer. It only posted profit last qtr b/c it sold MoPub. W/o that sale it would have been business as usual: ie loss END/ Tim Culpan / @tculpan : 🧵1/ Hey, wanna hear something funny: @twitter's bot revenue grew faster than ad revenue. Seriously. Let me explain: https://www.prnewswire.com/... Drew Olanoff / @yoda : call me crazy (again lol) but I'm going to side with twitter on this one. https://www.bbc.com/... https://twitter.com/...