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MarketFoolery

Twitter Pops, Peloton Drops

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.7 • 1.7K Ratings

🗓️ 6 February 2020

⏱️ 26 minutes

🧾️ Download transcript

Summary

Twitter’s stock jumps 17% on strong 4th-quarter user growth. Bill Barker analyzes the results and shares why Twitter’s ability to monetize user growth will be key in 2020. Plus, we discuss Peloton’s 3rd-quarter loss and an actual letter about Kellogg’s that we got in the mail! (Tangents include Summer Olympic-themed programming, Peloton’s TV commercial, and artisan pop-tarts.)

For a free copy of our 15-page Investing Starter Kit just click over to www.fool.com/StarterKit and we’ll email it to you.

Transcript

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0:00.0

It's Thursday, February 6th.

0:03.6

Welcome to Market Foolery.

0:04.8

I'm Chris Hill with me in studio, Mr. Bill Barker.

0:08.1

Thanks for being here.

0:09.1

Thanks for having me.

0:10.0

We've got a recent IPO reporting earnings.

0:12.2

We're going to dip into the full mail bag.

0:14.6

And this time, it's actual mail. We're going to start though with Twitter because shares of

0:20.3

Twitter up 17% today.

0:23.0

Fourth quarter profits were light and nobody cares because Twitter's revenue

0:28.0

came in higher than expected and in terms of user growth,

0:32.0

I think this was the biggest quarter they've had.

0:35.0

Yeah, and what they highlight, and you can break down the words to get at how important this may be and is certainly being considered by the market today.

0:45.0

Monotizable daily active usage, MDAU.

0:51.0

So you've got monetizable, that's important, daily, and we'll touch on the addictive quality

1:00.0

of Twitter, active and usage.

1:03.2

So these are people who not only are using it at all.

1:07.4

And most, you know, internet media companies

1:10.4

report sort of in monthly active users.

1:13.5

They're talking about daily active use here.

1:15.6

And of that daily active use, the monetizable portion,

1:19.4

the ones they're getting ads to.

...

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