Seeking Alpha

Twitter makes a flurry of product moves amid growth worries

Fresh off a Q4 in which it posted disappointing MAU/timeline view growth, Twitter (TWTR) is: 1) Giving users the Facebook-like ability to tag other users in photos. 2) Testing a photo-heavy profile page redesign for its iOS app (previous). 3) Experimenting with replacing its "retweet" feature with a similar feature called "share," and offering the ability to create a timeline of one's "favorite" users.

Twitter's ad team, meanwhile, is reportedly getting set to launch mobile app install ads, an ad format Facebook has had much success selling to developers struggling to get noticed in the App Store and Google Play.

Much like its conversation view (launched last year) and its plans to allow mobile users to quickly add phone book contacts, many of the product changes are aimed at making Twitter more palatable to those bewildered by its interface and content streams.

A recent Deutsche survey found 80% of ex-Twitter users said they would be motivated to return if better filtering/sorting tools. 67% would be motivated if more of their friends joined, and 66% if there was more photo/video-sharing. Deutsche also found 58.5% of those who quit had less than 10 followers.

A Hillside Partners analysis found Twitter sharing has fallen 5% Y/Y in Q1. Over the same time, Facebook likes and shares respectively grew 31% and 14%.

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Comments (4)
  • 22643611
    , contributor
    Comments (2086) | Send Message
    It seemed like quite the coincidence that these new "innovations" came out within a 24 hour period when the stock was tanking prior to the lock-up period being over in May.
    I understand that Twitter itself is here to stay but I have doubts they can grow it
    enough and find alternative revenue streams (other than ads) which will make it
    profitable enough to grow into it's PE of 6400.
    I would ad that any prolonged market contraction will see it tank big time (along with other high flyers) in my opinion.
    I have no position in the stock currently but covered my short this morning.
    28 Mar 2014, 07:04 PM Reply Like
  • jeepnsam
    , contributor
    Comments (54) | Send Message
    looks a lot like $FB GEEEZ!! at least put the profile pic on the RIGHT SIDE!!!
    29 Mar 2014, 05:09 PM Reply Like
  • koop1955
    , contributor
    Comments (20) | Send Message
    I have been in technology sales and marketing for over 15 years, business analytics for the past year. One of the things that I have come to realize is how great the cultural divide is today between the on-line and the older generations.
    For many young people today Twitter is THE news source. Want to know what your favorite athlete said? Follow them on Twitter. If you are in silicon valley and you want to know about the hottest new tech start-up? Follow them on Twitter. In fact if you want to know what is hot and relevant from Seeking Alpha, you just got to
    Every company, every sports star and every celebrity Tweets.
    That is why I am bullish on Twitter (and I do own stock.)
    30 Mar 2014, 12:23 PM Reply Like
  • 22643611
    , contributor
    Comments (2086) | Send Message
    It's one thing to be long and another to be realistic about a companies value
    when the momentum is gone.


    This is all I need to know: User engagement" / timeline views dropped by 11 billion previous quarter to last quarter. And they have been lessening quarter over quarter.
    TWTR's PE is 6400
    The big money has been flowing out of well over a month.
    5 Apr 2014, 02:47 PM Reply Like
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