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Twitter, Inc. (TWTR) Management Presents at Barclays Global Technology, Media and Telecommunications Conference 2018 Conference (Transcript)

Dec. 06, 2018 4:34 AM ETTwitter, Inc. (TWTR)1 Comment
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Twitter, Inc. (TWTR) Barclays Global Technology, Media and Telecommunications Conference 2018 Conference Call December 5, 2018 2:00 PM ET


Ned Segal - Chief Financial Officer


Ross Sandler - Barclays

Ross Sandler

Okay. We are going to get started. If everybody can find a seat. So my name is Ross Sandler, I kind of run the Internet team here at Barclays, among these guys in the front row as well. And we are very happy to have Ned Segal from Twitter here to present. Thanks for coming, Ned.

Ned Segal

Thanks for having me, Ross.

Question-and-Answer Session

Q - Ross Sandler

I figured we would jump in and cover maybe four or five major areas with users, ad revenue, data licensing and other and then at the end, some expense margin stuff. So just to kick things off on the user side, we definitely noticed that the pace of product iteration has picked up a decent amount over the last year. So I guess can you just talk a little bit about when you guys do tweak the product, what goes into that and how that impacts DAU growth? So, is there kind of – so many things are I guess for engagement, some of these things are to reduce friction, but how does the product changes impact DAU growth? Let’s start with that.

Ned Segal

Sure. So when we make product changes, often we will test them. Sometimes we will test them in a market. Sometimes we will test them in more than one place. And the intent is to learn and to test the thesis to understand if what we are doing will create more tweets, if that’s what the intent is whether you are moving the tweet button from the top of the screen to the bottom or you are giving people

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