Tag: twitter

Twitter Q3 2016 Earnings Call: 6 Things You Should Know

On October 27th, Twitter held their Q3 2016 earnings call.  Here are the top 6 things you should know:

1. Slight Increase in Revenue: Total revenue was up only 8% YoY and 2% sequentially to $616MM.  Advertising made up 88% of the total at $545MM.  Data Licensing and Other brought in $71MM.


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Earnings Calendar for Top Entertainment/Tech/Telecom Companies

Starting next week, through the second week of November will be the quarterly earnings conference calls for the major entertainment, tech and telecom companies.  The chart below has the complete schedule.  As usual, Netflix will kick things off first, with their Monday 5PM ET call.

Showbiz Brief will have a write up after each call.

Company DOW Date  Time
Netflix Mon Oct 17 5:00pm ET
Verizon Thu Oct 20 8:30am ET
AT&T Tue Oct 25 4:30pm ET
Apple Tue Oct 25 5:00pm ET
Comcast Wed Oct 26 8:30am ET
Amazon Thu Oct 27 5:30pm ET
Alphabet Thu Oct 27 4:30pm ET
Twitter Thu Oct 27 5:00pm ET
Regal Entertainment Thu Oct 27 4:30pm ET
Discovery Tue Nov 01 8:30am ET
Sony Corp Tue Nov 01 4:15am ET
Frontier Communications Tue Nov 01 4:30pm ET
Time Warner Wed Nov 02 8:30am ET
21st Century Fox Wed Nov 02 4:00pm ET
Facebook Wed Nov 02 5:00pm ET
Charter Thu Nov 03 10:00am ET
CBS Thu Nov 03 4:30pm ET
Lionsgate Thu Nov 03 5:00pm ET
AMC Networks Thu Nov 03 11:00am ET
Scripps Networks Mon Nov 07 11:00am ET
Viacom Wed Nov 09 8:30am ET
Disney Thu Nov 10 5:00pm ET
Altice Thu Nov 10 TBD
AMC Entertainment TBD
Cinemark TBD
Dish Network Corp TBD

Q2 2016 – Twitter Earnings Call Summary


Below are my key takeaways from the Twitter Q2 2016 Earnings Call on July 26:


Jack Dorsey, CEO, said “What makes our audience growth this quarter notable is we can see directly the link between the product changes we made and our growth.”

Revenue in the quarter grew 20% YoY to $602MM, with advertising making up 89% at $535MM and data licensing and other revenue making up the other $67MM.  Mobile ads made up 89% of all advertising dollars.

Total US revenue was $361MM (60% of total), an increase of 12% over Q2 2015. International grew by 33% YoY to $241MM.

US ad revenue was up 9% YoY to $313MM, but down 9% sequentially.  International ad revenue grew 34% YoY to $222M and 18% from the previous quarter.

Globally, average monthly active users (MAUs) were 313MM, an increase of 3% YoY. MAUs for the US were 66MM, up only 1% from last year.  International MAUs were 247MM in the quarter, up 4% YoY.

Below are 5 key areas of focus for Twitter’s long term strategy and their Q2 executions:

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