Can Twitter still bounce back?

1728fd41
2021-12-03

Latest CEO Appointment

The latest leadership shift may signal Twitter ($Twitter(TWTR)$)'s possible change of strategic direction. This could be in a good way, i.e. the new leadership could help meet management's user growth and revenue targets. 

Alternatively, some analysts argues that an internally promoted CEO may fail to bring fresh outside perspectives and "reinvigorate growth". Condequently, do expect volatile short-term share performance.


Financial Performance

Twitter's 3Q21 financial performance was not keeping up with previous quarters' growth and profitability; thus, the share price has fallen -46% from its YTD high.

It has recorded a quarterly loss of US$ -536.76 million due to the US$ 809.5 milion legal settlement costs on the shareholder class action lawsuit.

Quarterly Free Cash Flow (FCF) for 3Q21 also turned NEGATIVE at US$ -22.25 million due to the lawsuit.


Good to HOLD  from a Long Term Perspective

Looking further from a fundamental point of view, Twitter $Twitter(TWTR)$remains a growing, solvent and technologically disruptive company. 

1. Cash rich and holds liquid cash of US$ 7.4 billion in hand; ample cash for organic investments

2. Broadening of its self-serve and performance-advertising offerings will help to enlarge Twitter's advertiser base in a long run

3. Headwinds from changes to Apple's Identifier for Advertisers was not as bad as Twitter expected (better-off than other social-media peers.

# 今天什么值得买？晒晒你的交易计划！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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评论（7）

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  • MamieBenson
    ·2021-12-03
    I quite agree with you. Twitter has been developing its business and scale, and it will continue to grow!
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  • DaisyMoore
    ·2021-12-03
    Support twitter. Twitter is used all over the world. It will bring a lot of advertising revenue to it!
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  • 妥妥的幸福11
    ·2021-12-04
    现在的推特价格不贵了，我也比较赞同您的观点，现在买入机会大于风险。
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  • EricVaughan
    ·2021-12-03
    I support twitter very much. It does very well in the media industry!
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  • PageDickens
    ·2021-12-03
    FB has changed its name and developed meta. Twitter also needs to improve and expand its business, otherwise it will only become a social platform.
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  • MurrayBulwer
    ·2021-12-03
    Although I often use Twitter, I don't want to buy its shares. I think its development space is relatively limited.
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  • lemonadey
    ·2021-12-07
    I don't like Twitter. Short videos are the future of social media. I prefer Tiktok.
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