Twitter’s fourth-quarter outcomes: The TechCrunch Evaluation


Right here at TechCrunch, we cowl firm earnings on a reasonably common foundation. And we promise it’s for a superb cause: The success and failure of those publicly-traded corporations tends to provide us not less than one extra information level in terms of calibrating which applied sciences are thrilling to traders, in addition to the trajectory of these applied sciences.

One in every of our favourite corporations to cowl, Twitter, reported theirs this morning at an alarmingly early time for West Coast know-how writers and reporters. We’ll reduce the East Coast a break as a result of it’s solely 7 a.m. after they come out. However on the similar time we’re obsessive about digging by means of these numbers as a result of it’s such a bizarre firm to comply with, the place extending an enter field from 140 characters to 280 characters is thought of an earth-shattering product change.

(To make sure, by Twitter requirements, it positively is. Tweetstorms have been all the time terrible and we’ll by no means forgive Marc Andreessen for making them a factor.)

So we reviewed the main points of that data this morning and listened to them discuss some promoting stuff on the earnings name — a convention name that every firm usually holds after every report to permit analysts to reply their questions and are requested to restrict themselves to at least one follow-up (which by no means occurs).

However, because it’s Twitter, we must always evaluate the evaluate. The mechanics of plenty of earnings calls are usually fairly meh, except Elon Musk is on the cellphone and he talks about how sending a automobile careening into an asteroid belt is a metaphor for an organization’s potential to fulfill manufacturing targets. Twitter actually wasn’t that a lot of an exception, with questions on the earnings name restricted to fairly mechanical components of the corporate’s enterprise exterior of a query asking about whether or not they’ll really discuss every day lively customers.

They did, certainly, not discuss every day lively customers. However we did get this superior chart about how every day lively customers have grown year-over-year, which we’ve talked about a pair instances that we in all probability want extra details about this chart to make heads or tails of it. Right here’s that excellent chart, in all its glory:

There are a pair issues about this chart (and among the different charts, too). The primary is that this factor positively wants a Y-axis label. We’d want a grid with some numerical values, however actually at this level only a label will do. The entire “y/y” textual content on the highest in all probability dovetails with the corporate’s zealous strategy to cramming as a lot data into as few characters as attainable, however on this slide presentation I really feel just like the titles could be a little extra sturdy. We’ll give factors for the colour scheme, although, because it does a superb job of staying on model. As a complete, Twitter’s earnings presentation does have plenty of charts, and people charts do break down the subject material fairly nicely, all issues thought of.

As all the time, early-morning Earnings Twitter is basically good Twitter. Listed here are some highlights:

The inventory exploded after Twitter launched the report, because it lastly appears to be making some cash although its person development was principally flat. So seeing a inventory chart that has plenty of vertical strains, whether or not it’s an enormous leap or a falling off a cliff, is all the time fairly enjoyable as a result of it reveals simply how unstable these corporations are and the way weak they’re to momentum swings of their enterprise. Twitter had an enormous run on the finish of 2017 and for now is definitely price greater than Snap, which is one thing we must always in all probability come to anticipate at this level.

Critically, simply have a look at the chart. There’s lots happening in that chart!

The ultimate commentary we’d like so as to add right here is the audio name high quality. Once you have a look at Google, which was a pioneer in earnings audio name high quality that was not a live-streamed video model of the decision, it’s actually not acceptable at this level to have the type of fuzzy sound coming out of your internet browser that the majority corporations’ calls have. Even Apple has managed to kind it out in such a approach that they’ve good constancy on their earnings calls, although it’s important to open Safari for them (in the event you’re a Chrome person that is type of annoying).

The primary challenge, as we all the time have, is that this factor is at four a.m. on the West Coast. Within the grand scheme of issues that is type of a nitpick however on the similar ti-falls asleep on desk.

Issues appear to have been all proper as a complete. Right here’s our last verdict:


Anyway, that’s it for now. I’m gonna run to The Creamery for extra espresso. Have a superb morning, everybody.

Featured Picture: Scott Olson/Getty Pictures

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