Twitter Q4 earnings

• Q4 earnings
  • US mDAU takes up only 20%, but revenue accounts for 58%
  • grow headcount by 20% or more in 2020, especially in R&D, and so does cost and expense
  • currently 4800 employees
  • new datacenter to weigh expense on 2nd half of 2020
• MarketWatch: Twitter stock soars toward best day since 2017 after big beat on user growth
  • bug in ads server weighs down 4% of revenue
  • added 7m mDAU when FactSet consensus around 2m
• Bloomberg: Half of Twitter’s Users Are Worthless, and That’s Good
  • mDAU: “people, organizations, or other accounts who logged in or were otherwise authenticated and accessed Twitter on any given day through twitter.com or Twitter applications that are able to show ads”