Share based compensation increased over 200% during three month period ending Sep. 30, 2014
The cost of revenue is increasing for the company. 33.3% of revenue for third-quarter 2014 compared to 27.4% of revenue during third quarter last year
According to the CEO Jeffery Weiner, there are over a million job listings on Linkedin, compared to 300,000 few months back..
The company has revised its annual growth rate guidance from 35% as per previous guidance to 40% for the full year.
Cumulative members grew 32% year over year in the second quarter and thats a good jump up.
The management in the conference call mentions that much of the growth was due to FIFA World Cup
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To drive engagement during the soccer tournament, Twitter introduced new features on the platform, including a mobile portal to link directly to World Cup content, real-time scoring, push notifications regarding the event, timelines for the event and a voting feature.
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Right. Even analyst community agree to this. Here is what I picked from an analyst from a CNBC review report
"I can't find one thing that they didn't beat on. This was a very positive result for Twitter," said Robert Luna of Surevest Wealth Management, who has a stake in the social media firm. "There's a lot of room for expansion, a lot of room for multiple revenue sources. I think Twitter is a stock that you want to own as an investor right here."
Analysts polled by FactSet on average were expecting the social network to report a profit of 32 cents a share, on revenue of $2.8 billion.
Facebook COO also adds that the company is being very deliberate about its release of video ads on the platform, currently running only about a dozen video ad campaigns, but "the early data shows promising results."
According to COO Sheryl Sandberg, the company is focusing on three areas, capitalizing on the growth in mobile usage, focusing on marketers using Facebook, and improving the company's advertising product.
All this initiative will bring more growth to the company
Operating margin was at 48% compared to 31% same period last year. That's cool.
Average revenue per user grew to $2.24, up from $1.60 in the prior-year quarter
Here is what brokerages think on Apple results
BMO Capital analyst Keith Bachman reiterated an Outperform rating on Apple and boosted his price target to $106.00
Cowen and Company lifts its price target on Apple from $102 to $106
It's important to keep in mind that the World Cup started before the second quarter was over. The earnings call provides some interesting context:
"Facebook was an
important part of this global event, with 350 million people joining the conversation, generating 3 billion
interactions. The final was the single most-talked-about sporting event in Facebook history, generating 280
million interactions from 88 million people."
MAUs are up 24%, but revenues are up 124%. Looks like Twitter is getting significantly better at monetizing users.
Don't forget there were two large acquisitions this past quarter...
Note how Non-GAAP measures are always favorable to GAAP measures. Under no circumstance, should equity based compensation & amortization of intangibles be ignored. Equity based compensation is an ongoing operational expense, and amortization of intangible assets, indicates the Company has some intangible assets on the balance sheet, and should be amortized appropriately, as well as tested for annual impairment.