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2021-11-30
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What Twitter’s New CEO Could Mean for the Stock
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On the company’s board, Bret Taylor will succeed Patrick Pichette as chairman.</p>\n<p>The company said in a filing with the Securities and Exchange Commission that Agrawal will receive an annual salary of $1 million and participate in Twitter’s executive bonus plan with a target of 150% of his annual base salary. He’ll also receive $12.5 million of restricted stock units and $12.5 million in performance-based restricted stock units.</p>\n<p>A longtime money manager—and Twitter investor—who declined to be named told Barron’s that the situation came across a bit messy, “which is very Twitter-like.”</p>\n<p>But with Twitter shares down on the news, the manager called the stock a “layup buy.” The manager compared the move to Microsoft ‘s 2014 decision to tap Satya Nadella, who was then a 22-year veteran at Microsoft, as CEO. The manager believes the stock’s reaction seemed to signal disappointment from Wall Street that an internal successor was chosen.</p>\n<p>“But now they’ve got a full-time CEO who should be more motivated by this opportunity to attain transformative wealth,” the manager added. “Dorsey left the CFO do all the talking. Maybe now you’ll have a CEO who actually talks to Wall Street.”</p>\n<p>Elliott Investment Management pushed for Dorsey’s departure in 2020 before reaching an agreement that gave it and private-equity firm Silver Lake each a seat on the board, alongside a third independent director. Dorsey was chief executive of both Twitter and Square (SQ). In a statement Monday, Elliott’s managing partner Jesse Cohn and senior portfolio manager Marc Steinberg said in a news release that their collaboration with Dorsey had been productive and effective.</p>\n<p>“Twitter is now executing against an ambitious multi-year plan to dramatically increase the company’s reach and value, and we look forward to the next chapter of Twitter’s story,” they added. “Having gotten to know both incoming Chairman Bret Taylor and incoming CEO Parag Agrawal, we are confident that they are the right leaders for Twitter at this pivotal moment for the company.”</p>\n<p>Scott Kessler, vice president and global lead at Third Bridge, wrote in an emailed note that Dorsey’s trust in Agrawal seemed to be one of the reasons that Dorsey felt comfortable making the transition.</p>\n<p>“We’ll see to what extent Agrawal will be different in terms of priorities and style, but undoubtedly today marks an important day in the history of the company,” Kessler added.</p>\n<p>In a note to clients Monday, Mizuho Securities analyst James Lee wrote that he viewed Dorsey stepping down as positive news for the stock because he thinks Twitter needs a chief focused on its advertising business.</p>\n<p>“Second, we believe this change represents a shift for Twitter to be more technically-focused on product improvements in order to catch up with person user growth and performance advertising,” Lee added, noting that the company is behind schedule on growing monetizable daily active users.</p>\n<p>Lee called Agrawal’s credentials impressive and believes management continuity will be a positive. He thinks hiring seasoned advertising executives from Google or Facebook could further improve Twitter’s management team.</p>\n<p>After the announcement, Evercore ISI analyst Mark Mahaney maintained an In Line rating, with a $79 target price. He still believes Twitter has struggled to stand out when it comes to attracting advertisers, especially when compared to peers like Google, Facebook, and TikTok.</p>\n<p>“Perhaps having a ‘full-time’ CEO will improve this track record,” Mahaney wrote. “It’s hard to know. And we don’t believe we’ll have great insight for several quarters to come. Our bias is that Twitter probably needs a more dramatic management change than what has been announced.”</p>","source":"market_watch","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>What Twitter’s New CEO Could Mean for the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Twitter’s New CEO Could Mean for the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 09:52 GMT+8 <a href=https://www.marketwatch.com/articles/twitter-new-ceo-stock-51638215857?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter co-founder Jack Dorsey is leaving his role as chief executive, but shares fell after the company confirmed the move and announced his replacement.\nReports of Dorsey’s plans to depart sent ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/twitter-new-ceo-stock-51638215857?mod=newsviewer_click\">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.marketwatch.com/articles/twitter-new-ceo-stock-51638215857?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1180781638","content_text":"Twitter co-founder Jack Dorsey is leaving his role as chief executive, but shares fell after the company confirmed the move and announced his replacement.\nReports of Dorsey’s plans to depart sent shares of Twitter (ticker: TWTR) surging as high as $52.27 early Monday, but traders clearly bought the rumor and sold the news—for now.\nThe stock was down 1.7% to $46.24 in afternoon trading after the company confirmed Dorsey’s departure, as first reported by CNBC, and named Chief Technology Officer Parag Agrawal to succeed Dorsey as CEO. On the company’s board, Bret Taylor will succeed Patrick Pichette as chairman.\nThe company said in a filing with the Securities and Exchange Commission that Agrawal will receive an annual salary of $1 million and participate in Twitter’s executive bonus plan with a target of 150% of his annual base salary. He’ll also receive $12.5 million of restricted stock units and $12.5 million in performance-based restricted stock units.\nA longtime money manager—and Twitter investor—who declined to be named told Barron’s that the situation came across a bit messy, “which is very Twitter-like.”\nBut with Twitter shares down on the news, the manager called the stock a “layup buy.” The manager compared the move to Microsoft ‘s 2014 decision to tap Satya Nadella, who was then a 22-year veteran at Microsoft, as CEO. The manager believes the stock’s reaction seemed to signal disappointment from Wall Street that an internal successor was chosen.\n“But now they’ve got a full-time CEO who should be more motivated by this opportunity to attain transformative wealth,” the manager added. “Dorsey left the CFO do all the talking. Maybe now you’ll have a CEO who actually talks to Wall Street.”\nElliott Investment Management pushed for Dorsey’s departure in 2020 before reaching an agreement that gave it and private-equity firm Silver Lake each a seat on the board, alongside a third independent director. Dorsey was chief executive of both Twitter and Square (SQ). In a statement Monday, Elliott’s managing partner Jesse Cohn and senior portfolio manager Marc Steinberg said in a news release that their collaboration with Dorsey had been productive and effective.\n“Twitter is now executing against an ambitious multi-year plan to dramatically increase the company’s reach and value, and we look forward to the next chapter of Twitter’s story,” they added. “Having gotten to know both incoming Chairman Bret Taylor and incoming CEO Parag Agrawal, we are confident that they are the right leaders for Twitter at this pivotal moment for the company.”\nScott Kessler, vice president and global lead at Third Bridge, wrote in an emailed note that Dorsey’s trust in Agrawal seemed to be one of the reasons that Dorsey felt comfortable making the transition.\n“We’ll see to what extent Agrawal will be different in terms of priorities and style, but undoubtedly today marks an important day in the history of the company,” Kessler added.\nIn a note to clients Monday, Mizuho Securities analyst James Lee wrote that he viewed Dorsey stepping down as positive news for the stock because he thinks Twitter needs a chief focused on its advertising business.\n“Second, we believe this change represents a shift for Twitter to be more technically-focused on product improvements in order to catch up with person user growth and performance advertising,” Lee added, noting that the company is behind schedule on growing monetizable daily active users.\nLee called Agrawal’s credentials impressive and believes management continuity will be a positive. He thinks hiring seasoned advertising executives from Google or Facebook could further improve Twitter’s management team.\nAfter the announcement, Evercore ISI analyst Mark Mahaney maintained an In Line rating, with a $79 target price. He still believes Twitter has struggled to stand out when it comes to attracting advertisers, especially when compared to peers like Google, Facebook, and TikTok.\n“Perhaps having a ‘full-time’ CEO will improve this track record,” Mahaney wrote. “It’s hard to know. And we don’t believe we’ll have great insight for several quarters to come. Our bias is that Twitter probably needs a more dramatic management change than what has been announced.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":906,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609331493"}
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