What is going on with TWTR?

JackRab said:
First of all... analysts are f#%$ing idiots who generally only do hold or buy ratings or otherwise they lose their contacts at the firms they look at... fact!

Second, Twitter is losing out on Instagram (= Facebook). Has less users. Users are unhappy with limited characters. They are playing catch-up with others... and losing.

Typical case of being the first, but not adapting to changes and therefore in terminal decline.
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Of course, Twitter is lagging behind its competitors. Sometimes it seems to me that they don't pay attention to the audience, their interests, or simply don't know how to attract a user.
 
Baron,

Can you look at WDAY? Their net income is around the same as TWTR but they are rallying hard. Short Interest is almost 40%...

So I am assuming WDAY has some edge that the big money is seeing that TWTR does not.

I don't think there are enough average investors that are smart enough to look that far into the future to see WDAY has some edge... Enough to move the stock almost 50% since Feb. All with increasingly negative cashflow and EPS each quarter.
 
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Albert A. Sanchez said:
$TWTR still has a management problem. They have no clue how to monetize right now.
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Just think how many people they've talked to about monetization strategies over the years, from employees to board members to consultants. It's not just Twitter management that doesn't know how to monetize the service.... Nobody does!
 
That's the difference with say Facebook/Instagram/Whatsapp... Facebook probably sees Instagram/Whatsapp as an extension of it's network and they get advertisements on Facebook's timelines... So Facebook probably doesn't need to monetize Instagram itself... because they aim to monetize the other parts.

Twitter doesn't have that option. So... the only way to monetize is likely adverts or payment from users... neither of which their users will like and that will be the end of TWTR. Or maybe sell, but to who?? Apple??

It's back up again to the level where I was thinking of puts, but left it and didn't make anything.

25th of October is earnings... How was their earnings release planning in the past? Did they ever release early because of worse then projected earnings??
 
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Everyone is talking about today's unexpected increase. I must say it's a good step. But I'd like to believe that it won't fall again.
 
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