IB Net Payout Yields Model

Twitter: Seasonal Trends

Twitter introduced the concept of seasonal trends due to flat sequential MAUs in Q2.
Signs emerge that some minor seasonal trends do exist.
DAUs remain the key metric.
The big issue with the Q2 earnings report that sent Twitter (NYSE:TWTR) back down towards the yearly lows was weak user growth. The social media company had made decent progress in reviving user growth, and the market wasn't pleased with the flat sequential MAUs.
Read the full article on Seeking Alpha. 

Disclosure: Long TWTR. Please review the disclaimer page for more details. 


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