The number of U.S. users of Instagram climbed by nearly 60% in '14 to 64.2 mil vs. the year-earlier period, easily topping Twitter (TWTR), which ended the year with 48.4 mil U.S. users, or growth of 12.1%, said a report released Wed. by market tracker eMarketer. Instagram's parent company, Facebook (FB), ranked as the leading social media service in the U.S., with 152.4 mil users, up 3.4%.
analyst Victor Anthony of Axiom initiated coverage on Facebook with a Buy rating and a $105 price target. The analyst noted, "Facebook is the best way to play the secular shift of advertising dollars to mobile." He continued that the overall site is in good condition, noting "User growth and engagement remains healthy, core monetization remains strong, and over the next 2 -3 years, we see multiple potential $1B revenue opportunities that should lead to upside to consensus estimates and fully offset the expense ramp in 2015."
Facebook Inc (NASDAQ:FB) was also among Mandel’s favorites. With the addition of some 4.86 million shares to the previous holding, Facebook became Lone Pine’s fifth largest holding. With 13.50million shares valued at $1.05 billion, the stake comprised 4.42% of the fund’s portfolio value. Christopher Lord of Criterion Capital also deemed Facebook Inc (NASDAQ:FB) as a promising investment. He increased his stake in the company by about 135% during the last three months of 2014. Criterion’s stake amassed 2.40 million shares valued at $187.09 million at the end of the fourth quarter, representing 7.01% of Criterion’s portfolio value.
For Facebook stock
Twitter blamed the weak user growth, which represented the slowest pace in at least three years, on a bug in Apple Inc's recently launched iOS8 mobile software as well on "seasonality."
That is not True , because it did not affect Instagram, and others !
Look at GoPro (GPRO) Crushes Earnings, Falls 15% ($8.32) on Weaker Outlook....
Earnings: GPRO beat the Street consensus which called for EPS of $.70. The company actually posted a beat by $0.29, posting an EPS of $.99.
Revenue: revenues passed by expectations by a long shot. GoPro posted revenues of $633.9 million, compared to our consensus estimate of $565 million.
All other stocks doing better than TWTR went down, and this is up ??
These numbers looks to me they are cooked, slower growth and beating expectations ?? Somebody with accounting should review them carefully (Cannot trust these guys).
JMP Securities analyst Ronald Josey said in a December report that he expects Twitter to report 291 million users in Q4, which would translate to about 7 million additional users. That would be a 20% increase from Q4 2013, but would be the fourth consecutive quarter of slower year-over-year growth — 23% in Q3, 24% in Q2 and 25% in Q1.
And Wednesday night, The Verge reported that Costolo was telling Twitter employees he was embarrassed that Twitter was so terrible at dealing with trolls. He considers it a personal failure that Twitter isn't a better platform for people who don't want to be harassed.
Twitter (NYSE:TWTR) must deliver on its promise to elevate its core business, reduce barriers that are keeping users at bay and roll out new services and apps, say analysts, ahead of the microblog's Q4 earnings after the close Thursday.
The company laid out an action plan in November during a presentation to analysts, wrote Cowen & Co. analyst John Blackledge in a January industry report: "Twitter management succeeded in presenting a host of specific product enhancements aimed at building audience and increasing ad formats, as well as sharing user and monetization metrics and long-term revenue goals."
With Twitter's "near-term user growth trends decelerating, we see execution risk in achieving some of these targets," said Blackledge, explaining why he maintains a market perform rating on Twitter stock and price target of 42.Twitter faces competition for advertisers and users from Internet leaders such as Google (NASDAQ:GOOGL) and Facebook.
They still have to Prove they can any money with the this deal. Pure Bull.
Shares of Twitter (TWTR - Get Report) were gaining 3.5% to $38.76 after the social media company announced advertising partnerships with Yahoo! Japan (YAHOF) and Flipboard.
To paint Positive outlook on TWTR.
These Puppets are brought Periodically on the show, so they say anything. They have NO Credibility.