Zynga's new games and platform had better expand its audience, because monthly active users have basically been flat for the last year and a half, according to the company's IPO filings.
Zynga's revenue has grown despite the flat lining user growth. The company is doing a good job of wringing sales out of its users.
reported After the bell this afternoon, Twitter reported its maiden earnings as a public company, with fourth-quarter revenue of$242.7 millionand earnings per share of$0.02 (non-GAAP). Analysts had expected Twitter to lose two cents per share on total revenue of$217.82 million.
If you were holding Twitter stock yesterday, congrats. You can now afford an extra bedroom in your house in Pacific Heights. Or maybe a baby. But not both. Anyway, Twitter’s IPO pop has the world losing its collective marbles, so let’s take a look at how the market is currently valuing Twitter in comparison to a few analogs.
Words With Friends game maker Zynga announced that it is acquiring U.K.-based gaming company NaturalMotion for $527 million in cash and equity. The company also announced that it would be laying off about 15% of its workforce — that comes out to roughly 314 employees.
I've read some extraordinary things recently about Twitter and the validity of its business model.There are some serious people out there who appear to have fundamentally misunderstood how this company makes money, and where future growth will come from.They seem to think that Twitter's customer base is obscure or unstable, or that the company may even be permanently unprofitable.
Facebook today announced that it will acquire WhatsApp for a combined$16 billion in cash and stock. WhatsApp’s employees pick up an additional$3 billion in restricted stock units as part of the deal. Wall Street investors are seemingly not pleased and have sent Facebook’s shares down 5 percent in after hours trading. They could be worried about potential dilution stemming from the deal.
Mobile Insights is a daily newsletter from BI Intelligence delivered first thing every morning exclusively to BI Intelligence subscribers. Sign up for a free trial of BI Intelligence today.Over Three-Fourths Of Pinterest Usage Comes From Mobile (All Things Digital)Pinterest revealed it is raising a Series E round of funding worth $225 million, to bring its total funding to $564 million since 2010.
Line, the messaging app that blew up in Japan over the past two and a half years, is now bringing in nearly $100 million in revenue a quarter.The app, which spun out of its parent company NHN earlier this year, said it brought in 9.9 billion yen ($99.9 million) in net sales for the quarter ending in September. Overall revenues, which include the amount that Line has to pay out to the app stores and developers, has more than doubled in the past six months to 15.6 billion yen ($157.6 million).
Go Launcher, an Android app maker out of Beijing that has been around for nearly a decade and has 42 million monthly active users across a portfolio of apps, just picked up $20 million in funding from Chinese antivirus software giant Qihoo360 and Kingosft.
Technically, it’s Go Launcher’s parent company Sungy Mobile that picked up funding ahead of an IPO.
One of the persistent themes in pre-IPO Twitter’s S-1 filings is that the company has more users outside of the U.S., but when it comes to making money, that shifts drastically — an issue problematic enough that Twitter spells it out in the prospectus as a warning about its business. Today, however, the company launched a new India blog — a sign of how Twitter hopes to address that disparity in one market in particular — perhaps hoping that this huge market, where English is often the common denominator, could be an engine for Twitter’s international growth.To be clear, Twitter is not opening its first official Twitter account or presence in the country. It’s actually been tweeting there since February 2010 (first tweet: “What’s up?” in Hindi), first as @twi and then @twitterindia.
Twitter today reported its first quarter as a publicly listed company, and while the market may be punishing it a bit for slower overall user growth (despite handily beating financial expectations ), Twitter’s mobile story continues to be a strong one. Twitter said that mobile monthly active users stood at 184 million for Q4 2013, up 37% on a year ago. Given that overall users were 241 million, that makes mobile 76% of overall users. Twitter doesn’t break out how many of its mobile users are mobile-only, although they may spell out more detail on the earnings call later. Crucially, mobile continues to grow faster than the bigger mix: overall user growth was up by only 30%. The 3:4 ratio is also being reflected in revenues. Twitter says that mobile ads now make up some 75% of all of its ad sales.
IPO season is in full swing, with RingCentral, Chegg, FireEye, Veeva Systems and Zulily representing just a few of the names to file or begin trading in recent weeks. Of course, the main attraction this season is Twitter and its long-awaited public offering, which finally rolls into town November 6th.Twitter isn’t the only company slated to join the list of public companies tomorrow, however.
Facebook didn't stop at 1 billion. The social network now boasts 1.23 billion monthly active users (MAUs), according to its latest earnings report . It's one of the most important metrics for Facebook, and it continues to grow every quarter. Here's a look at Facebook's MAU growth from Business Insider Intelligence.
Twitter is tiny compared to the companies it is often compared to, such as Facebook, Yahoo and Google. That's why it should be treated with caution by investors, according to a note to investors by Morningstar Equity Research analyst Rick Summer.Most of Summer's analysis of Twitter concerns the question of whether Twitter is a "wide moat" or a "narrow moat" company.
Although the company reported earnings of $0.02 per share — above analysts' consensus estimate of a loss of $0.02 per share — and revenues came in atMonthly active users were 241 million, up only 9 million from the previous quarter. In the U.S., Twitter grew its user base by only 1 million.Today's drop sees shares trading at the lowest level since December 12.
Twitter has revealed its Q4 2013 and fiscal year 2013 financial results, the first since the company's IPO, with revenue up an impressive 116-percent year-on-year. Q4 revenue reached $243m, Twitter announced , though monthly active users slowed, amounting to 241m at the end of the quarter, little more than the 232m at the end of Q3.
Twitter will report earnings as a public company for the first time this afternoon. It should be a wild ride: Analysts are all over the place with their estimates , according to Barron's:In the absence of a clear view on Twitter – difficult when the 27 analysts who follow it are sharply divided on earnings – it is probably best to treat Twitter like a spring-loaded mystery.