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Twitter boasts excellent performance in Q4 report despite scandals
10.02.2021 [12:46],
Konstantin Khodakovsky

Twitter shares rallied slightly after the close of trading on Tuesday after the company reported 4Q financial results, which beat Wall Street’s expectations in both revenue and earnings. However, the social network did not live up to analysts’ expectations for the growth in the number of users.

David Becker | Getty Images News | Getty Images

The key metrics are:

  • earnings per share were 38 cents versus forecasts of 31 cents;
  • revenue – $ 1.29 billion against the projected $ 1.19 billion;
  • daily active users – 192 million versus the expected 193.5 million.

Revenue will grow faster than spending in 2021, according to Twitter forecasts, assuming COVID-19 quarantine measures continue to be lifted and the expected moderate impact of upcoming Apple privacy policy changes introduced in iOS 14. However, the company has warned that it expects its headcount to grow by more than 20% this year, with total costs to rise by more than 25%. In the first quarter, according to Twitter forecasts, revenue will range from $ 940 million to $ 1.04 billion (average analyst estimate – $ 965 million).

Twitter also did not hesitate to mention that “despite the unusual circumstances” in January, the growth in the average number of daily active users during this period even turned out to be higher than the average for the last four years. Obviously, the “circumstances” meant the decision of the social network from January 8 to permanently block the account of US President Donald Trump (Donald Trump). The company said it expects a 20% increase in active users in the first quarter compared to the same period last year.

“Our platform is obviously far more significant than any topic or any single account,” Twitter CEO Jack Dorsey told analysts. Later, when asked a similar question, he noted that 80% of Twitter’s audience is located outside the United States, and users can simultaneously follow more than 6,000 key topics contributing to the growth of the platform.

Twitter ad revenues for the quarter are up 31% year-on-year to $ 1.15 billion, with overall user engagement increasing 35% over the same period.

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