TWTR - Embedded Expectations Analysis - 2020 05 20
Twitter, Inc. (TWTR:USA) currently trades well above corporate averages relative to UAFRS-based (Uniform) earnings, with a 49.7x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, and management may be concerned about their topics product, advertisers, and development issuesSpecifically, they may have concerns about the quality of their topics discovery feature, and they may lack confidence in their ability to enhance topics timeline prompts and convince new and returning users to use topics. In addition, they may be exaggerating their focus on addressing misleading information, and they may be concerned about their development speed issues and the sustainability of advertiser product and service launches. Also, they may lack confidence in their ability to establish a distributed workforce outside of San Francisco
Twitter provides products and services for people, organizations, advertisers, developers and platform and data partners. The company's product, Twitter, is a global platform for public self-expression and conversation in real time. The company's mobile application, Periscope, lets anyone broadcast and watch video live with others. The company's products and services for advertisers include Promoted Products such as Promoted Tweets, Promoted Accounts, and Promoted Trends. The company's products for developers and data partners provide tools and public application programming interfaces to build applications and other products that utilize Twitter data and syndicate and distribute Twitter content across their properties.
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