Twitter's fourth-quarter results: The TechCrunch Review

Twitter's fourth-quarter results: The TechCrunch Review
From TechCrunch - February 8, 2018

Here at TechCrunch, we cover company earnings on a pretty regular basis. And we promise its for a good reason: The success and failure of these publicly-traded companies tends to give us at leastone more data point when it comes to calibrating which technologies are exciting to investors, as well as the trajectory of those technologies.

One of our favorite companies to cover, Twitter, reported theirs this morning at an alarmingly early time for West Coast technology writersand reporters. Well cut the East Coast a break because itsonly7 a.m. when they come out. But at the same time we are obsessed with digging through these numbers because its such a weird company to follow, where extending an input box from 140 characters to 280 characters is considered an earth-shattering product change.

(To be sure, by Twitter standards, it definitely is. Tweetstorms were always awful and we will never forgive Marc Andreessen for making them a thing.)

So we reviewed the details of that information this morning and listened to them talk about some advertising stuff on the earnings calla conference call that each company generally holds after each report to allow analysts to answer their questions and are asked to limit themselves to one follow-up (which never happens).

But, since its Twitter, we should review the review. The mechanics of a lot of earnings calls are generally pretty meh, unless Elon Musk is on the phone and he talks about how sending a car careening into an asteroid belt is a metaphor fora companys ability to meet production targets. Twitter really wasnt that much of an exception, with questions on the earnings call restricted to pretty mechanical elements of the companys business outside of a question asking about whether they will actually talk about daily active users.

They did, indeed, not talk about daily active users. But we did get this awesome chart about how daily active users have grown year-over-year, which weve mentioned a couple times that we probably need more information about this chartto make heads or tails of it. Heres that very good chart, in all its glory:

There are a couple things about this chart (and some of the other charts, too). The first is that this thing definitely needs a Y-axis label. Wed prefer a grid with some numerical values, but honestly at this point just a label will do. The whole y/y text on the top probably dovetails with the companys zealous approach to cramming as much information into as few characters as possible, but on this slide presentation I feel like the titles can be a little more robust. Well give points for the color scheme, though, as it does a good job of staying on brand. As a whole, Twitters earnings presentation does have a lot of charts, and those charts do break down the subject matter pretty well, all things considered.

As always, early-morning Earnings Twitter is really good Twitter. Here are some highlights:


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