What to Watch in Twitter's Third-Quarter Earnings

The transcript discusses Twitter's current state, focusing on its user growth and financial metrics. It highlights challenges and opportunities for the company, emphasizing the need for significant user growth to improve financial performance. The discussion also touches on leadership and strategic focus, suggesting that Jack Dorsey should concentrate on Square. Finally, it critiques Twitter's approach to its core product and user base, suggesting a need for better understanding and focus on core users.

What is the anticipated growth rate for Twitter's monthly active users according to the ESTIMIZE community?

• 20%

• 15%

• 5%

• 10%

What is the main concern about Twitter's financial performance?

• High operational costs

• Excessive advertising

• Low monthly active user growth

• High employee turnover

What is suggested as a focus for Jack Dorsey to potentially revive Twitter?

• Developing new products

• Focusing on core users

• Increasing advertising

• Expanding into new markets

What metaphor did Mark Zuckerberg use to describe Twitter?

• A clown car that crashed into a goldmine

• A sinking ship

• A sleeping giant

• A runaway train

What is a major criticism of Twitter's management according to the transcript?

• Over-reliance on advertising

• Too many product launches

• Ignoring competitor strategies

• Lack of understanding of core users