• 123
  • 9
  • 收藏

Twitter avoids revenue hit from Apple privacy changes

Reuters2021-10-27

Oct 26 (Reuters) - Twitter Inc on Tuesday reported its quarterly revenue grew 37% and avoided the brunt of Apple Inc(AAPL.O)privacy changes on advertising that hobbled its rivals, sending its shares up 3.3%.

The social networking site has been working to add new features such as audio chat rooms to attract users, and also rolled out improvements to its advertising capabilities to reach its goal of doubling annual revenue by 2023.

Advertising revenue was $1.14 billion during the quarter ended Sept. 30, in line with consensus estimates.

The company said it saw a "modest" impact to ad revenue due to privacy changes Apple rolled out, which prevent advertisers from tracking users on their devices without their consent.

Investors had expected Twitter would be relatively shielded from being hurt by the changes, because most of its advertisers do not rely on highly targeted ads.

As the San Francisco-based company works to expand its targeted advertising business, it is introducing more features like topics that users can follow on Twitter. Those features provide data on people's interests that can eventually be used to help deliver relevant ads, said Twitter Chief Financial Officer Ned Segal, during a conference call with analysts.

"A lot of this is opportunity that's in front of us," he said.

Twitter's tech peers Snap and Facebook said the Apple changes hurt their ability to target and measure digital ads, citing the updates as the reason why the companies fell short of revenue expectations.

Twitter said monetizable daily active users, its term for users who are served ads, was 211 million during the third quarter, missing analyst estimates of 212.6 million, according to IBES data from Refinitiv.

While Twitter increased its number of users outside the United States by 5 million from the previous quarter, its U.S. base remained flat.

Total revenue, which also includes money that Twitter earns from data licensing, was $1.28 billion, also in line with Wall Street targets.

Twitter said its costs this year from hiring and investing in a new data center will flow into next year, resulting in a mid-20% increase in total costs for 2022.

The company forecast fourth quarter revenue between $1.5 billion to $1.6 billion.

Twitter previously announced it would sell its advertising technology unit MoPub, and the deal is expected to close in the first quarter of 2022.

The company said it does not expect to be able to recoup the revenue loss next year from selling MoPub, estimated between $200 million to $250 million, though it added the sale does not affect Twitter's goal of doubling annual revenue by 2023.

免责声明:本文观点仅代表作者个人观点,不构成本平台的投资建议,本平台不对文章信息准确性、完整性和及时性做出任何保证,亦不对因使用或信赖文章信息引发的任何损失承担责任。

举报

评论9

  • SanWangtikup
    ·2021-10-27
    Good 
    回复
    举报
  • BoonHuat
    ·2021-10-27
    Nice.
    回复
    举报
    收起
    • skylander
      nice nice
      2021-10-27
      回复
      举报
  • HENRYCSC
    ·2021-10-27
    Yea
    回复
    举报
  • Bill516
    ·2021-10-27
    Like 
    回复
    举报
  • Huathuat23
    ·2021-10-27
    And why did fb still drop
    回复
    举报
    收起
    • Hayz
      logic is missing from many stocks nowadays
      2021-10-27
      回复
      举报
  • 77663629
    ·2021-10-27
    Twt so lucky
    回复
    举报
    收起
    • KerenPeng
      Yes
      2021-10-27
      回复
      举报
    • sunshine138
      Many players lucky too
      2021-10-27
      回复
      举报
  • CynthiaGho
    ·2021-10-27
    Like pls
    回复
    举报
    收起
    • Ash1285
      Done
      2021-10-27
      回复
      举报
  • Kevin92
    ·2021-10-27
    Like aNd comment
    回复
    举报
    收起
    • Otahman
      Ok
      2021-10-27
      回复
      举报
  • aprilialand
    ·2021-10-27
    up and up pls
    回复
    举报
    收起
    • Kevin92
      Like aNd comment
      2021-10-27
      回复
      举报
    • aprilialand
      followed
      2021-10-27
      回复
      举报
 
 
 
 

热议股票

 
 
 
 
 

7x24