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Also traded in: Brazil, Germany, Mexico, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

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» NYSE:TWTR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

TWTR Guru Trades in Q1 2016

First Eagle Investment 52,000 sh (New)
Jim Simons 788,900 sh (New)
RS Investment Management 54,050 sh (New)
Ron Baron 157,777 sh (+0.16%)
PRIMECAP Management 214,480 sh (unchged)
Pioneer Investments Sold Out
Paul Tudor Jones Sold Out
Steven Cohen 616,900 sh (-32.29%)
» More
Q2 2016

TWTR Guru Trades in Q2 2016

Pioneer Investments 491,316 sh (New)
Paul Tudor Jones 36,728 sh (New)
John Burbank 7,672 sh (New)
Jim Simons 3,164,329 sh (+301.11%)
First Eagle Investment 162,000 sh (+211.54%)
Steven Cohen 1,261,500 sh (+104.49%)
PRIMECAP Management 214,480 sh (unchged)
RS Investment Management 38,780 sh (-28.25%)
Ron Baron 13,787 sh (-91.26%)
» More
Q3 2016

TWTR Guru Trades in Q3 2016

Jana Partners 2,945,866 sh (New)
Jeremy Grantham 87,300 sh (New)
Caxton Associates 110,000 sh (New)
Eric Mindich 3,381,695 sh (New)
Louis Moore Bacon 100,000 sh (New)
First Eagle Investment 2,127,000 sh (+1212.96%)
Paul Tudor Jones 100,000 sh (+172.27%)
Jeremy Grantham 520,000 sh (unchged)
Paul Tudor Jones 600,000 sh (unchged)
Jana Partners 100,000 sh (unchged)
Louis Moore Bacon 200,000 sh (unchged)
Louis Moore Bacon 200,000 sh (unchged)
PRIMECAP Management Sold Out
Ron Baron Sold Out
Steven Cohen Sold Out
John Burbank Sold Out
Jim Simons Sold Out
Pioneer Investments 441,477 sh (-10.14%)
» More
Q4 2016

TWTR Guru Trades in Q4 2016

Jeremy Grantham 302,180 sh (+246.14%)
Jeremy Grantham 520,000 sh (unchged)
Pioneer Investments Sold Out
Caxton Associates Sold Out
Eric Mindich Sold Out
Jana Partners Sold Out
Paul Tudor Jones 49,886 sh (-50.11%)
First Eagle Investment 162,000 sh (-92.38%)
» More
» Details

Insider Trades

Latest Guru Trades with TWTR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Online Media » Internet Content & Information    NAICS: 519190    SIC: 7371
Compare:NAS:WB, NAS:VRSN, OTCPK:MTHRF, NAS:YNDX, NYSE:GDDY, NAS:IAC, OTCPK:RPGRY, NAS:SINA, NAS:YY, NAS:MOMO, OTCPK:ATDRY, NYSE:WUBA, OTCPK:RTMVF, NAS:MTCH, OTCPK:JSTTY, OTCPK:MLRYY, NAS:LVNTA, NYSE:ATHM, NYSE:GRUB, NAS:CRTO » details
Traded in other countries:TWTR34.Brazil, TWR.Germany, TWTR.Mexico, TWTR.Switzerland, 0QZB.UK,
Twitter Inc is a platform for public self-expression and conversation in real time. It provides a way for people to stay informed about their interests, discover what is happening in their world and interact directly.

Twitter Inc was incorporated in Delaware in April 2007. It provides a platform for public self-expression and conversation in real time. Its services are live, which includes live commentary, live connections, live conversations. Whether it is breaking news, entertainment, sports, or everyday topics, hearing about and watching a live event unfold is the fastest way to understand. It is developing a way for people to consume, create, distribute and discover content; it has democratized content creation and distribution. The Company's audience is not limited to logged-in users on its platform, but rather extends to a larger audience. The mobile application, Periscope, lets anyone broadcast and watch video live with others. It recently added the ability to broadcast from a GoPro camera, and to watch any broadcast live from a Tweet. Pairing Periscope with Twitter gives broadcasters greater distribution (anywhere a Tweet can be displayed, a Periscope can too) and the ability to integrate into revenue products. Vine is a mobile application that enables users to create and distribute short looping videos of up to six seconds in length. It does not currently monetize videos on Periscope or Vine, other than to the extent it can be integrated into revenue products. Its promoted products enable the advertisers to promote their brands, products and services, amplify their visibility and reach, and extend the conversation around their advertising campaigns. It competes against many companies to attract and engage users, including companies such as Facebook (including Instagram and WhatsApp), Google, LinkedIn, Microsoft and Yahoo, which offers a variety of Internet and mobile device-based products, services and content. The Company is subject to number of U.S. federal and state and foreign laws and regulations that involve matters central to its business. It is also subject to federal, state and foreign laws regarding privacy and the protection of user data.

Guru Investment Theses on Twitter Inc

Baron Funds Comments on Twitter - Jan 27, 2016

After reporting strong 2014 results and an upbeat outlook, shares of Twitter, Inc. (NYSE:TWTR) rose 40% in the first quarter of the year. Well… it turned out the upbeat outlook was premature, as slower user growth and management’s apparent inability to execute on what most investors perceived as fairly low hanging fruit resulted in a loss of momentum, investor confidence and a continued decline in the price of the stock for the rest of the year. Jack Dorsey, the original inventor and founder of Twitter, was brought back in the hopes of rekindling the spirit of innovation and reinvigorating user growth and engagement on the platform. It appears that there is no quick fix and that getting Twitter back on track may take some time. Having said that, we continue to believe that Twitter is a unique and valuable communications platform for all major events unfolding live, in real time, around the world. It is still in the early stages of monetization and evolution as a platform, and we believe they will figure it out.



From the Baron Fifth Avenue Growth Fund Fourth Quarter 2015 Letter.



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Meridian Funds Comments on Twitter - Aug 31, 2015

Twitter (NYSE:TWTR) is among the largest social media platforms in the world, and it occupies a unique position in the social media environment because the communications platform is real-time and open to the public. We established the position in January 2015 – this purchase was poorly timed because the company promptly missed Q4 expectations on revenue!





Our research has focused on advertising agencies to understand why advertisers continue to increase spending on Twitter, despite public awareness that the platform is struggling to grow its user base. The agencies tell us that advertisers buy based on the size of the audience and that Twitter's 300 million users provide enough reach for it to receive its fair share of the advertising dollars moving to digital marketing. This feedback provides tangible support to the hypothesis that Twitter is a fundamentally valuable advertising platform, and that it is here to stay. Twitter remains in the portfolio, and we remain patient for new leadership and a new strategy.





From Meridian Growth Fund’s annual letter.



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Baron Funds Comments on Twitter Inc. - Aug 24, 2015

What Twitter, Inc. (NYSE:TWTR) giveth – Twitter taketh away. After reporting strong December quarter results and an upbeat outlook, shares jumped 39.6% during the first quarter. Well… it turned out the upbeat outlook was a bit premature, as slower user growth and management’s apparent inability to execute on what most investors perceived as fairly low hanging fruit resulted in a loss of momentum, confidence and a 27.7% decline in the price of the stock. In last quarter’s letter, we commented that in our view, the probability of Twitter’s eventual success (or failure) was neither higher nor lower as a result of one good quarterly result. We feel similarly today, although we have to acknowledge that the ouster of the company’s CEO and the resulting management turmoil make a quick turnaround unlikely. Having said that, we continue to believe that Twitter is a unique and valuable communications platform for all major events unfolding live, in real time, around the world. It is still in the early stages of monetization and evolution as a platform, and we believe they will figure it out.



From Baron Funds' second quarter 2015 commentary.



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Baron Funds Comments on Twitter Inc. - Aug 19, 2015

Twitter, Inc. (NYSE:TWTR) is an online social networking and micro-blogging service. Shares fell as a result of weaker first quarter advertising results and a slower user growth outlook for the second quarter. Twitter is also in the midst of a CEO change, which has further created short-term uncertainty. We decided to move to the sidelines until we can gain a clearer picture of Twitter’s road forward. (Ashim Mehra)





From Baron Funds’ second quarter 2015 commentary.



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Top Ranked Articles about Twitter Inc

Twitter CEO Invests in Troubled Company Insider buys 425,998 shares
Jack Dorsey, CEO and co-founder of Twitter Inc. (NYSE:TWTR), purchased 425,998 shares of the company on Feb. 14, according to a filing with the Securities and Exchange Commission. Read more...
Why Facebook Is More Valuable Than Twitter The key to Facebook's success is user growth
Facebook’s (NASDAQ:FB) growth has been phenomenal in the last five years as the social media giant surprised everyone quarter after quarter with respect to growth in user base, average revenue per user and every important metric as possible. This continued growth has led to strong double-digit expansion in revenues, which has been almost consistently north of 50%. Read more...
Twitter: The Best Way to Lose Money Twitter's user growth is slowing down
Twitter’s (NYSE:TWTR) downturn started when its share price peaked in 2014. The stock was down approximately 30% throughout the past year, and the company has lost almost 61% of its overall value since its IPO in 2013. Read more...
Can Trump Make Twitter Great Again? 2016 was a difficult year for social networking service
Long before Donald Trump won his first delegate to the 2016 Republican convention, he was using Twitter (NYSE:TWTR) to communicate his thoughts. Read more...
Twitter Releases Earnings, Reveals Workforce Reduction Social media company to cut workforce as revenue growth slows
Twitter (NYSE:TWTR) announced a reduction of its workforce during its third quarter earnings report before the market opened Thursday. Read more...
Twitter Considering Buyout Numerous companies interested in a buyout of Twitter
Google (NASDAQ:GOOGL), Salesforce.com (NYSE:CRM) and Disney (NYSE:DIS) are potential bidders for Twitter (NYSE:TWTR). The social media company has reportedly begun searching for bidders after revenue has been trending lower, specifically from lower ad revenue. Analysts are also skeptical of the company's attempt to rebrand with new broadcasting efforts targeting sports organizations such as the NFL. Read more...
Twitter Has Limited Time to Prove Live Video Streaming Viability The microblogging site does not have time to build out a base of content creators
Twitter (NYSE:TWTR) has been struggling to expand its user base and, as a result, its revenue growth has been a sad story. And when you start comparing it with Facebook’s (NASDAQ:FB) growth, it looks downright ugly. Read more...
Facebook Is not Letting This One get Away Zuckerberg's massive video push
For a long time, social media was overlooked by advertisers as it was considered a highly inefficient medium for targeting - a very important criteria from an advertiser’s point of view - resulting in very low advertising rates and very little user engagement. But Facebook (NASDAQ:FB) has turned that ideology on its head and made social media extremely attractive to the advertising community. It is not without reason that advertisers are flocking to be on Facebook’s platform, pushing the world's largest social media site’s annual revenues from a mere $1.97 billion in 2010, to an eye-popping $17.9 billion in 2015. Read more...
Twitter's Not Getting My Money...Yet Twitter successfully adding subscribers, but it is still behind the curve
The one number I wanted to see at Twitter’s (NYSE:TWTR) second quarter earnings was how many subscribers they had added. Twitter ended the first quarter of this year adding five million monthly active users to their base, taking their tally to 310 million users, surprising many as the company had added only 17 million users in 2015. Read more...
US Stocks Rise and Apple Shares Shine Company has done a better-than-expected job in terms of earning, but they are lower than the previous year
The U.S. stock market climbed Wednesday, and Apple (NASDAQ:AAPL) shares soared as well. Read more...

Ratios

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Forward P/E 45.87
TWTR's Forward P/E is ranked lower than
79% of the 109 Companies
in the Global Internet Content & Information industry.

( Industry Median: 25.19 vs. TWTR: 45.87 )
Ranked among companies with meaningful Forward P/E only.
N/A

Buy Back

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Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $2,530
EPS (TTM) $ -0.65
Beta0.99
Short Percentage of Float7.42%
52-Week Range $13.73 - 25.25
Shares Outstanding (Mil)714.90

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 2,519 2,748 2,989
EPS ($) 0.36 0.35 0.50
EPS w/o NRI ($) 0.36 0.35 0.50
EPS Growth Rate
(3Y to 5Y Estimate)
12.87%
Dividends Per Share ($)
» More Articles for TWTR

Headlines

Articles On GuruFocus.com
Weekly CEO Buys Highlights Feb 20 2017 
Twitter CEO Invests in Troubled Company Feb 15 2017 
Why Facebook Is More Valuable Than Twitter Feb 12 2017 
Twitter Is Ignoring the Most Obvious Problem Feb 10 2017 
Twitter: The Best Way to Lose Money Jan 29 2017 
Is a Twitter Turnaround Possible? Jan 23 2017 
Can Trump Make Twitter Great Again? Jan 06 2017 
Is Boeing a Buy After Trump Tweet? Dec 23 2016 
The Emerging Pillar of Facebook’s Future Growth Dec 16 2016 
Is Facebook Better than Twitter? Dec 16 2016 

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Olympics, smartphones push Twitter revenue up 30 percent in Brazil Feb 22 2017
Olympics, smartphones push Twitter revenue up 30 percent in Brazil Feb 22 2017
Olympics, smartphones push Twitter revenue up 30 percent in Brazil Feb 22 2017
Olympics, smartphones push Twitter revenue up 30 pct in Brazil Feb 22 2017
[$$] Jack Dorsey's Square Hits Its Stride as Twitter Pauses Feb 22 2017
Should Jack jump ship from Twitter? Feb 22 2017
Will Twitter's (TWTR) Fortunes Improve on the Trump Effect? Feb 22 2017

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