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2021-02-09

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Twitter Lost Its Most Important User. Then the Stock Kept Heading Higher

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Then the Stock Kept Heading Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1107808840","media":"Barrons","summary":"Covid-19 has upended industries in many ways, andTwitteris no exception. The company’s sales shrank ","content":"<p>Covid-19 has upended industries in many ways, andTwitteris no exception. The company’s sales shrank 19% in the second quarter last year, as the pandemic weighed on advertising. Beyond the coronavirus, the social network has been forced to spend an outsize amount of time and resources combating misinformation and other issues around the 2020 election.</p>\n<p>Last month, the company permanently suspended the account of then President Donald Trump, arguably one of Twitter’s most important users. While Twitter’s stock initially fell on the Trump ban, shares have staged an impressive rally in recent weeks. The stock closed at a seven-year high on Monday, a day before the company is scheduled to report its fourth-quarter results.</p>\n<p>Early signs point to a strong fourth quarter from Twitter (ticker: TWTR). Digital ad giants Alphabet (GOOGL) andFacebook(FB) have already reported that ads sold well in the fourth-quarter, which saw anextended windowfor sales around holiday shopping.</p>\n<p>Analysts are expecting a second billion-dollar quarter from Twitter, which is set to report earnings Tuesday after the closing bell. The consensus per-share earnings estimate is 31 cents on sales of $1.19 billion.</p>\n<p>Brand advertising seems to be improving across the industry, a trend which should benefit Twitter because of the significant chunk of sales it derives from those campaigns, according to Stifel analyst John Egbert. Egbert wrote that strong recent results from InterActive’s (IAC) Dotdash segment provided a meaningful signal about Twitter’s brand advertising budgets. Dotdash had a strong November and December,the company reportedlast week</p>\n<p>In a note to clients on Monday, Egbert still cautioned that Twitter could lag behind faster-growing rivals, such as Snap (SNAP), which alsoreported resultslast week.</p>\n<p>While the financial impact of Trump’s account suspension won’t show up in the fourth-quarter results, management may offer clues about what it means in the current first quarter and beyond.</p>\n<p>Twitter shares fell 12% in the five trading days after the companypermanently suspendedTrump’s account on Jan. 8, but the stock has rebounded nearly 30% since that selloff, closing Monday at $58.20. Shares are up 57% over the past year, while theS&amp;P 500has gained 18%.</p>\n<p>Eric Ross of Cascend Securities wrote in a client note Monday that he thinks Twitter was already having trouble with Trump supporters in the wake of the presidential election, with data showing a sudden decrease in app downloads starting in November. Wall Street analysts expect the company to report 193.4 million daily users for the fourth quarter.</p>\n<p>Ross added, though, that taking a more active role moderating its platform could ultimately help Twitter with advertisers.</p>\n<p>Twitter executives might also be asked to weigh in on a recent change byApple(AAPL) to its mobile operating system, which could make it harder to track advertising on iPhones.</p>\n<p>Apple allows advertisers to track users across apps—identifier for advertisers technology, or IDFA for short—which makes ads more valuable. But the company is now requiring that iPhone users opt-in to such tracking. The change has led several companies including Facebook andZynga(ZNGA) tocaution investorsabout the short term financial impact.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Lost Its Most Important User. 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Then the Stock Kept Heading Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/twitter-lost-its-most-important-user-now-the-stock-is-at-a-7-year-high-51612820830?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Covid-19 has upended industries in many ways, andTwitteris no exception. The company’s sales shrank 19% in the second quarter last year, as the pandemic weighed on advertising. Beyond the coronavirus,...</p>\n\n<a href=\"https://www.barrons.com/articles/twitter-lost-its-most-important-user-now-the-stock-is-at-a-7-year-high-51612820830?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.barrons.com/articles/twitter-lost-its-most-important-user-now-the-stock-is-at-a-7-year-high-51612820830?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107808840","content_text":"Covid-19 has upended industries in many ways, andTwitteris no exception. The company’s sales shrank 19% in the second quarter last year, as the pandemic weighed on advertising. Beyond the coronavirus, the social network has been forced to spend an outsize amount of time and resources combating misinformation and other issues around the 2020 election.\nLast month, the company permanently suspended the account of then President Donald Trump, arguably one of Twitter’s most important users. While Twitter’s stock initially fell on the Trump ban, shares have staged an impressive rally in recent weeks. The stock closed at a seven-year high on Monday, a day before the company is scheduled to report its fourth-quarter results.\nEarly signs point to a strong fourth quarter from Twitter (ticker: TWTR). Digital ad giants Alphabet (GOOGL) andFacebook(FB) have already reported that ads sold well in the fourth-quarter, which saw anextended windowfor sales around holiday shopping.\nAnalysts are expecting a second billion-dollar quarter from Twitter, which is set to report earnings Tuesday after the closing bell. The consensus per-share earnings estimate is 31 cents on sales of $1.19 billion.\nBrand advertising seems to be improving across the industry, a trend which should benefit Twitter because of the significant chunk of sales it derives from those campaigns, according to Stifel analyst John Egbert. Egbert wrote that strong recent results from InterActive’s (IAC) Dotdash segment provided a meaningful signal about Twitter’s brand advertising budgets. Dotdash had a strong November and December,the company reportedlast week\nIn a note to clients on Monday, Egbert still cautioned that Twitter could lag behind faster-growing rivals, such as Snap (SNAP), which alsoreported resultslast week.\nWhile the financial impact of Trump’s account suspension won’t show up in the fourth-quarter results, management may offer clues about what it means in the current first quarter and beyond.\nTwitter shares fell 12% in the five trading days after the companypermanently suspendedTrump’s account on Jan. 8, but the stock has rebounded nearly 30% since that selloff, closing Monday at $58.20. Shares are up 57% over the past year, while theS&P 500has gained 18%.\nEric Ross of Cascend Securities wrote in a client note Monday that he thinks Twitter was already having trouble with Trump supporters in the wake of the presidential election, with data showing a sudden decrease in app downloads starting in November. Wall Street analysts expect the company to report 193.4 million daily users for the fourth quarter.\nRoss added, though, that taking a more active role moderating its platform could ultimately help Twitter with advertisers.\nTwitter executives might also be asked to weigh in on a recent change byApple(AAPL) to its mobile operating system, which could make it harder to track advertising on iPhones.\nApple allows advertisers to track users across apps—identifier for advertisers technology, or IDFA for short—which makes ads more valuable. But the company is now requiring that iPhone users opt-in to such tracking. The change has led several companies including Facebook andZynga(ZNGA) tocaution investorsabout the short term financial impact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/383802741"}