RBC's Mahaney Calls Twitter a 'Declining Asset'

The video discusses Twitter's recent performance, highlighting low expectations that were exceeded, leading to a stock rally. Despite some growth in monthly average users and revenue, concerns remain about user growth and advertising revenue, particularly in the US market. The December quarter guidance is mixed, and fundamental questions about Twitter's potential as a growth asset persist. The video emphasizes the need for improving user experience and product safety to drive substantial user base growth.

What were the expectations for Twitter's stock performance this quarter?

How did Twitter's monthly average users (MAUs) perform in the US market this quarter?

What fundamental questions remain about Twitter's asset despite the recent performance?

What improvements does Twitter need to make to enhance user experience?

Why should investors be cautious about Twitter's current pricing?