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Twitter (TWTR) Bid Higher Ahead of Today's Analyst Day

November 12, 2014 10:06 AM EST
Get Alerts TWTR Hot Sheet
Price: $53.70 --0%

Rating Summary:
    10 Buy, 47 Hold, 5 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 13 | Down: 10 | New: 10
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Twitter (NYSE: TWTR) is up 1.2% ahead of today's analyst day, which starts at 9am PST (12pm EST). The event webcast is available from Twitter’s investor relations website at investor.twitterinc.com.

Ahead of the event, SunTrust Robinson Humphrey's Robert Peck re-released his Top 10 questions that need to be addressed:

1) Core MAUs. What is the detailed strategy to reinvigorate core MAU growth both in the near term and longer term?

2) Non-Logged In & Auto Feed MAUs. How can the company tap into the 1-2x MAU non-logged in user base? How can investors think about the economics and lift from this reach? How can Twitter capitalize on the auto feed MAUs? How should that trend in the future?

3) Engagement (TLVs). How can Time Line Views per MAU (a proxy for engagement) stabilize? What is the organic trend here and how much of the decline is self induced from product changes? Aside from the imperfect TLV / MAU metric, what is a better engagement metric to Wall Street to use and how has it trended?

4) Cohort Trends and Improvement Strategies. Looking at cohorts of users, what have been the trends in: registered users, active users, user churn, tweeting users, engagement, and user value.

5) Main Stream Usage and Int’l Growth. How can the company grow to be more mainstream, like Facebook, Instagram, etc? How can Twitter integrate into the daily life of the average person? How can they expand more Internationally and what is the value proposition vs. messaging platforms, like WhatsApp, Line, Weibo, etc?

6) Monetization Improvement. How can Twitter narrow its monetization gap relative to Facebook? Can management walk though each monetization lever, like: ad coverage, pricing, new ad products, video, etc.

7) Nascent Revenue Streams & the Amplify (2nd Screen) Opportunities. What are the functionality improvements and monetization outlook for MoPub, Vine, and new products? What traction has the Amplify product (2nd screen) had thus far, and how should investors think about that growth over time?

8) Management Stability. Does management finally have the right team in place to execute on product development, engineering, and sales? What gaps are there and how can they address them?

9) Margins & Cash Use. Why can’t long term margins approach Facebook’s and how should investors think about cash use from the balance sheet? What holes are there in the portfolio that need to be addressed to get to long term vision?

10) $10B Long Term Revenue Potential. How can the company get to $10B in revenue over time, which we believe is the target for investors. Can management walk us through the strategy and vision.



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SunTrust Robinson Humphrey, Twitter, Robert Peck