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Industry Focus

Tech: Twitter's MAU Blues & Apple's New Highs

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 4 August 2017

⏱️ 30 minutes

🧾️ Download transcript

Summary

We try and decode what's going on with Twitter's DAU/MAU numbers, and run through the figures on another banner quarter for the world's largest company.

Transcript

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0:00.0

Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

0:07.0

Friday, August 4th, we're running through some quarterly results from Apple and Twitter.

0:11.0

I'm your host, Dylan Lewis Lewis and I'm joined on Skype by

0:13.6

Fool.com senior tech specialist Evan New. Evan I know Twitter reported last

0:18.3

week and we're a little behind on the news here but I felt like we had to

0:21.8

revisit this one for listeners.

0:23.0

Yeah, I mean it's a pretty widely followed company, a lot of people are interested.

0:28.0

And in my opinion, it was just such a weird update in conference call.

0:32.0

You know, like you get some of the standard numbers

0:34.9

that you expect, but when we were digging through management's commentary on some of these

0:39.9

results, it was just so weird.

0:44.0

With some of the core metrics that you'd expect

0:45.7

and kind of their explanation for what's going on.

0:49.1

Looking at what was actually happening

0:51.0

with the business, the top line.

0:52.6

A revenue was actually pretty good.

0:54.5

Clocked in at 574 million,

0:56.7

which beat analysts expectations actually pretty comfortably.

0:59.6

Of course, that was still a decline from the 600 million

1:01.6

the company posted in the same quarter a year ago.

1:04.9

Some struggles with their ad business kind of leading to some of the issues there.

1:08.6

The company is still losing money, no real surprise there. Where things kind of start to get curious for me is what's going on with user growth.

...

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