IB Net Payout Yields Model

Twitter: Here Comes The Logged-Out Audience

  • Twitter is moving forward with the plan to monetize the logged-out user base that exceeds 500 million people.
  • The revenue opportunity exceeds $1.3 billion providing a significant boost to a revenue base currently around $2 billion.
  • The recommendation remains to start building a position in the stock around $25 with cash held back for any dips to previous lows.

For a while now, the market has generally downplayed the fact that Twitter (NYSE:TWTR) has a substantial logged-out audience. The company noted the considerable number of users who view tweets without logging into the service over a year ago, but Wall Street has generally only focused on the stalling MAU totals.

Read the full article on Seeking Alpha.

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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