TWTR
Twitter, Inc.NYSE
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  • Fri, Dec. 2, 2:15 AM
    • Almost a year after its last product VP jumped ship, Twitter (NYSE:TWTR) has finally found a replacement to take on the challenging job of rekindling the service's stalled user growth.
    • Keith Coleman, a longtime Google product manager, has been working at a small, little known company called Yes for the past few years.
    • Twitter took an interesting route to hire Coleman: it acquired his seven-person startup.
    | Fri, Dec. 2, 2:15 AM | 19 Comments
  • Thu, Dec. 1, 10:55 AM
    • Notable early (2%+ losses): Alphabet (GOOGL -2.25%GOOG-2%) Facebook (FB -3.4%), Twitter (TWTR -3.9%), Oracle (ORCL -3.3%), Salesforce (CRM -4.2%), VMware (VMW -3.5%), Alibaba (BABA -2.7%)
    • 5%+: Qualcomm (QCOM -4.9%), Nvidia (NVDA -7%), Advanced Micro Devices (AMD -7.1%), Micron Technology (MU -5.5%), Twilio (TWLO -6.5%)
    • 8%+: Cirrus Logic (CRUS -8.8%), Gigamon (GIMO -9.5%)
    | Thu, Dec. 1, 10:55 AM | 133 Comments
  • Tue, Nov. 29, 9:43 AM
    • An exclusive live-stream, hosted by People, to be available on Twitter (TWTR +0.9%) and feature a Q&A session with the film's director and select cast members along with unseen Rogue One: A Star Wars Story (DIS +0.5%) content.
    • Coverage to begin Friday, December 2 at 10AM PT.
    • The film itself is set for December 16 release.
    • RogueOne.twitter.com
    | Tue, Nov. 29, 9:43 AM | 25 Comments
  • Mon, Nov. 28, 9:56 AM
    • With mounting criticism of the quality Thursday Night Football, scattered suggestions have emerged in recent weeks that the NFL could pull the plug on the experiment.
    • The suggestions are stronger than that; per a source with knowledge of the situation, the league will be considering the possibility of ending - or at least limiting - the games, Pro Football Talk reports.
    • The current contract with CBS (CBS -0.2%) and NBC (CMCSA -0.6%) runs through 2017, which means that changes to the package could be made by 2018 - barring a renegotiation. Twitter (NYSE:TWTR) also has a deal to broadcast Thursday Night Football games.
    | Mon, Nov. 28, 9:56 AM | 16 Comments
  • Wed, Nov. 23, 8:26 AM
    • Twitter (NYSE:TWTR) -1.5% premarket after OTR Global downgraded the stock to Negative from Mixed indicating that Q4 Y/Y ad spending has deteriorated vs. Q3.
    • Earlier, Twitter briefly suspended the account of Jack Dorsey, but the CEO later attributed its disappearance to a technical glitch.
    | Wed, Nov. 23, 8:26 AM | 21 Comments
  • Wed, Nov. 23, 2:21 AM
    • The Twitter (NYSE:TWTR) account for Jack Dorsey was briefly suspended overnight, but the CEO later attributed its disappearance to an "internal mistake." Users can deactivate their accounts, but only the company can suspend them.
    • It's been a rough year for Twitter. Rumors swirled for weeks it was in talks to sell the social network, it has struggled to expand its user base and the company announced last month it would cut up to 9% of its workforce.
    • TWTR shares are down 20% YTD.
    | Wed, Nov. 23, 2:21 AM | 14 Comments
  • Mon, Nov. 21, 11:02 AM
    • Live video capabilities coming to Instagram Stories (FB +2.3%), disappearing photo and video functions to Instagram Direct. 100M people are cited to use Stories every day, while 300M monthly are considered to utilize Direct.
    • Representing a notable differentiation from Facebook's live platform, live broadcasts on Instagram are not accessible indefinitely and disappear once concluded.
    • With Facebook increasingly expanding into live features associated with Snapchat (Private:CHAT), Twitter [Periscope] (NYSE:TWTR) and other services, competition for user attention in the live arena only continues to tighten.
    • Previously (November 10): Instagram setting up for live video
    | Mon, Nov. 21, 11:02 AM | 40 Comments
  • Fri, Nov. 18, 2:57 AM
    • Twitter (NYSE:TWTR) CEO Jack Dorsey has apologized after the microblogging service let through an ad promoting a white supremacist group.
    • "We made a mistake here. Our automated system allowed an ad promoting hate. Against our policy. We did a retro and fixed."
    • The company also suspended accounts this week from a number of alt-right supporters, as it cracks down on hate speech on its platform.
    | Fri, Nov. 18, 2:57 AM | 22 Comments
  • Wed, Nov. 16, 5:35 AM
    • Twitter (NYSE:TWTR) has launched a counteroffensive against trolls who have been on the attack for too long.
    • The company is expanding its "mute" function, allowing users to block specific content - like words, phrases or conversations - from appearing in their notifications section.
    • The damage to Twitter's reputation caused by abuse and harassment was reportedly one of the factors that swayed Salesforce against buying the platform earlier this year.
    | Wed, Nov. 16, 5:35 AM | 36 Comments
  • Mon, Nov. 14, 8:55 AM
    • The latest 13F for JANA Partners is showing a new near-3M share stake in Twitter (NYSE:TWTR) as of the end of Q3.
    • Shares +2% premarket
    | Mon, Nov. 14, 8:55 AM | 30 Comments
  • Wed, Nov. 9, 6:09 PM
    • Outgoing COO Adam Bain is stepping down to explore external opportunities.
    • Anthony Noto, to shift from a CFO to COO role, will remain lead on live content business and assume responsibility for revenue generating operations at the company. Will simultaneously remain CFO until a new one is appointed.
    • Twitter (NYSE:TWTRdown 2.5% in extended trading after closing out the day up by 4%.
    | Wed, Nov. 9, 6:09 PM | 32 Comments
  • Wed, Nov. 9, 11:24 AM
    • Amid a downward, though moderate given the situation, move lower across the technology space post-election, Twitter (NYSE:TWTR) rises to gains of over 9% on the week.
    • Through 3AM ET this morning, the company notes it had registered 75M sent tweets for the roughly one day period (N.B. 10.5M during Game 7 of Cubs-Indians World Series), up from 31M on Election Day in 2012.
    • Calculated since the 2016 cycle's primary debates began August 2015, a 1B total had been recorded.
    • Though an anomaly of an event, the figures are nonetheless positive and the likes of which the company would aspire to generate on a more ongoing, consistent basis.
    | Wed, Nov. 9, 11:24 AM | 26 Comments
  • Mon, Nov. 7, 5:52 PM
    • Twitter had already disclosed it would be shutting down the service, though an exact process for how that would be done remains unclear.
    • TechCrunch now reports, however, that some interest for the service may have come in, specifically citing Japanese messaging operation Line (NASDAQ:LN) and noting the existence of other possible, unnamed suitors. Further sources some bids are below a $10M price point, rendering such a transaction relatively immaterial to Twitter's overall benefit should one emerge. The platform at one point was claimed to be costing that amount in infrastructure and employee expense on a monthly basis alone.
    • After hours, Twitter's (NYSE:TWTR) trading roughly unmoved (+0.05%) following a 2% rise to close out the day amid an overall positive term for the broad technology sector.
    | Mon, Nov. 7, 5:52 PM | 14 Comments
  • Fri, Nov. 4, 10:26 AM
    | Fri, Nov. 4, 10:26 AM | 16 Comments
  • Fri, Oct. 28, 1:17 PM
    • Robert Peck: "The company faces both ongoing monetization challenges as well as a sales force restructuring during the busy 4Q season. We continue to think 4Q results are critical in demonstrating any potential efficacy of the current strategy (many initiatives come online in 4Q – more NFL, NBA, Bloomberg, etc.)." Further: "Given the ongoing challenges we do not think a premium multiple is warranted."
    • Lowers FY 2017 EPS projection from $0.62 to $0.58 and Q4 revenue and EBITDA estimates from $740M to $752M and $193M to $173M, respectively.
    • Retains Twitter (TWTR +2.5%) at Hold with an $18 ($17.85) target.
    • Yesterday – Twitter +4%; Q3 above estimates, growth slow-moving, restructuring disclosed
    • Yesterday – Twitter discontinuing Vine
    | Fri, Oct. 28, 1:17 PM | 15 Comments
  • Thu, Oct. 27, 2:00 PM
    • MacBook Pro – all-metal design, 13-inch and 15-inch models in silver and space gray, thinnest and lightest Pro ever, 2x larger Force Touch trackpad, retina display Touch Bar (adapts to in-use software), Touch ID fingerprint sensor, Apple T1 Chip (with Secure Enclave), Intel Core i7 (NASDAQ:INTC) and Radeon Pro (NYSE:AMD) GPU (Polaris architecture) on 15-inch model, priced at $1,499, $1,799, $1,999 for 13-inch options and $2,399, $2,799 for 15-inch, available to order today
    • TV – "future of TV is apps," 8K apps across broad range of categories, 2K games (Minecraft forthcoming), 1.6K apps from video content provides, live news, sports and movies, Twitter (TWTR +2.2%) integration (Thursday Night Football demoed), "TV" app (unified experience through TV, iPhone, iPad; Siri capabilities; available December)
    • Update (2:25PM ET): Event concluded. Although other Mac hardware developments were speculated (iMac, MacBook Air), the MacBook Pro was the most highly anticipated. A streamlined 12 to 15-inch offering range, inclusive of the MacBook, is targeted.
    • Apple (NASDAQ:AAPL) shares 0.53% lower on the day.
    • Yesterday: Microsoft upgrades Surface Book, introduces Surface Studio, updates on mixed-reality and other initiatives
    | Thu, Oct. 27, 2:00 PM | 164 Comments