Description
Twitter has been in the news for a number of wrong reasons off late. Elon Musk’s withdrawl from the takeover, a pending court case, and a data breach that exposed the data of 5.4 million users are some of the factors that kept the company in the news. However, despite all the controversies, the company managed to deliver a record-breaking fourth quarter. The total revenue for the quarter increased by 22% and the total revenue for the year by 37%, respectively, to reach $1.57 billion and $5.08 billion. mDAU increased by 1 million sequentially and by 13% year over year to 217 million, which were in line with its predictions. They also completed the sale of MoPub in early January, generating revenue of about $1 billion and allowing them to devote even more resources to performance advertising, small and medium-sized businesses, and commerce. Apart from MoPub and MoPub Acquire, the management anticipates revenue growth in 2022 to be in the low to mid-20% range, with performance revenue increasing faster than brand revenue. Twitter’s management also believes that mDAU growth will quicken in both the domestic and international markets in 2022. We give their stock a ‘Hold’ rating.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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