Are You Overlooking A Big Opportunity?
By: Jamal Carnette
What did Twitter discover?
Twitter discovered it is more than just an advertiser. The real-time nature of Twitter makes it a data mining giant. Matter of fact, the company reported data licensing fees of $47 million during the nine months ended Sept. 30, equal to around 11% of total revenue during that period. Data licensing fees are fees Twitter receives from data partners to access, search, and analyze historical and real-time data on Twitter's platform. Right now, Twitter has five data partners that account for roughly 73% of its data licensing revenue and 8% of Twitter's overall revenue. However, the data appears to be valuable to these partners; licensing revenue was up 36% compared to 2012 with a 30% increase from existing partners.
In addition, the data mining nature and its data licensing business will allow Twitter to grow revenues directly and indirectly for more effective ads. Even the largest company in the world, Apple, has gotten in on this bandwagon by buying Topsy, a Twitter data miner, for millions. Quite simply, this data is inherently valuable.
Where I was wrongWe analyzed Twitter as if it were another Facebook, a mere ad-driven business with the majority of revenues from these ads -- that's currently the case, but that could also change. In fact, it has the potential to be a multi-revenue stream company more akin to LinkedIn than Facebook. If Twitter can grow its data licensing business like big data is growing (58% annualized growth between now and 2017, according to Wikibon), that business could eventually overtake its ad-driven revenue.
Yahoo Finance- Breakout 12/10/13Twitter Sets New Highs: Here Are 3 Reasons Why It’s Going Higher
By Matt Nesto | Breakout –
Adam Feuerstein @adamfeuerstein 10m
My 2 cents: $GERN higher Mon/Tues on confirmed/solid bone marrow response + some evidence clinical benefit. No idea how much.
Adam F was right Data was good & we will go higher
The Wall Street Journal 12/9/13
Dec. 9, 2013 12:20 a.m. ET
New Hepatitis C Drug
Is Approved by FDA
Analysts estimate Sovaldi's annual sales could surpass $7 billion in several years, making it one of the biggest selling drugs in the world.
Study Shows Bone Marrow Drug’s Benefit
By Anna Edney - Dec 6, 2013 8:18 AM ET
buy buy buy
Adam Feuerstein @adamfeuerstein 22h
I spoke w/ Mayo Clinic. Imetelstat PR was posted accidentally last night. Tefferi will have additional data at Monday's presentation. $GERN