Twitter Stock Is a Bet on Better Behavior, Which Is Risky All on Its Own

InvestorPlace2021-05-10

Despite its recent fall, investors are still paying 5.7 times 2023 revenue for TWTR stock. At some point, nearly every tech stock settles down to a natural valuation. Despite its recent fall,Twitter(...

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精彩评论

Mando88
2021-05-10
Mando88
Wow
- 1Robo:
  [贱笑] [贱笑] [贱笑]
VictorTan
2021-05-10
VictorTan
Omg
kerukel88
2021-05-10
kerukel88
Ok
BUBBLETEA
2021-05-10
BUBBLETEA
Will twitter rise?
Kayabunz
2021-05-10
Kayabunz
Ooooof
Zhenghao
2021-05-10
Zhenghao
Help like!

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First-quarter revenue of $1.04 billion was 28% higher than a year earlier, but profits remain scant,$68 million or 8 cents per share fully diluted.\nWhen the company guided for minimal second-quarter growth TWTR stockplunged. They’ll open today somewhere around $54. Essentially right where it started the year.\nTwitter bulls point to new features and deals as heralding growth. Twitter is about to start shaking down its users for cash, both for itself and other users.\nA Closer Look at TWTR Stock\nTwitter “tweets” were originally capped at 140 characters so they could be Short Message Service (SMS) messages. Those limits are long gone.\nTwitter has streamed football games in the past. It now focuses on deals with leagues for highlights and “live look-ins.” It’s adding to that with Olympic and news content fromComcast’s(NASDAQ:CMCSA) NBC Universal unit, and a “live” music chartfromBillboard Magazine.\nIf you think your tweets have value, you can connect a payment system to a $Cashtag and open what Twitter calls a “tip jar” letting people pay you for your genius. Or if you have as few as 600 users you may want to open a “Spaces”live audio feed, similar to features from Clubhouse,Facebook(NASDAQ:FB) and, soon,Spotify(NASDAQ:SPOT).\nTwitter has also launched Revue, a version of Substack, which lets people launch paid newsletters connected to their Twitter accounts. But the most interesting news to me, as a newsperson, is its purchase ofScroll.\nScroll has been a $5/month subscription ad-blocking service, created in conjunction with publishers. Scroll could become a way for Twitter to break through publishing paywalls with a shared fee. Anything that can give users access through multiple paywalls would be a breakthrough.\nBad Behavior Phaseout\nThe most important non-financial news coming out of Twitter is its demand that users be nice.\nTwitter has been putting millions of accounts on suspension, a process we ex-cons call “Twitmo.” It has closed the account of former President Trump and hasn’t let him in throughthe back door.  There’s even a new feature to make youreconsiderthat mean tweet.\nIf you think your tweets have value, you can connect a payment system to a $Cashtag and open what Twitter calls a “tip jar” letting people pay you for your genius. Or if you have as few as 600 users you may want to open a “Spaces”live audio feed, similar to features from Clubhouse,Facebook(NASDAQ:FB) and, soon,Spotify(NASDAQ:SPOT).\nTwitter has also launched Revue, a version of Substack, which lets people launch paid newsletters connected to their Twitter accounts. But the most interesting news to me, as a newsperson, is its purchase ofScroll.\nScroll has been a $5/month subscription ad-blocking service, created in conjunction with publishers. Scroll could become a way for Twitter to break through publishing paywalls with a shared fee. 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[贱笑] [贱笑]","text":"[贱笑] [贱笑] [贱笑]","html":"[贱笑] [贱笑] [贱笑]"}],"langContent":"EN"},{"id":190446346,"gmtCreate":1620648119785,"gmtModify":1634197445524,"author":{"id":"3581643954540827","authorId":"3581643954540827","name":"VictorTan","avatar":"https://static.tigerbbs.com/e8f6af35b29d90a5cf41d25d71ee2335","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581643954540827","authorIdStr":"3581643954540827"},"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190446346","repostId":1118337645,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":190446959,"gmtCreate":1620648119771,"gmtModify":1634197445647,"author":{"id":"3580376639553291","authorId":"3580376639553291","name":"kerukel88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580376639553291","authorIdStr":"3580376639553291"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190446959","repostId":1118337645,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":190443610,"gmtCreate":1620647791030,"gmtModify":1634197447293,"author":{"id":"3580267478236554","authorId":"3580267478236554","name":"BUBBLETEA","avatar":"https://static.tigerbbs.com/e0793922ed249cb3a3943bacfe4a5100","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3580267478236554","authorIdStr":"3580267478236554"},"htmlText":"Will twitter rise?","listText":"Will twitter rise?","text":"Will twitter rise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190443610","repostId":1118337645,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":190458643,"gmtCreate":1620647087482,"gmtModify":1634197451720,"author":{"id":"3578558472894517","authorId":"3578558472894517","name":"Kayabunz","avatar":"https://static.tigerbbs.com/f55b83d8dfc7c9f14a1d8b86e9727914","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578558472894517","authorIdStr":"3578558472894517"},"htmlText":"Ooooof","listText":"Ooooof","text":"Ooooof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190458643","repostId":1118337645,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":190424247,"gmtCreate":1620646482889,"gmtModify":1634197454971,"author":{"id":"3577189579318003","authorId":"3577189579318003","name":"Zhenghao","avatar":"https://static.tigerbbs.com/9bc02f1c85fb8e61dbc393ac0ad551db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577189579318003","authorIdStr":"3577189579318003"},"htmlText":"Help like!","listText":"Help like!","text":"Help like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190424247","repostId":1118337645,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":25,"commentSize":11,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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