They spend a ton on data centers and talent. Last quarter there was no user growth and profit per share was 7 cents. Shareholders definitely don't agree with you about this.
What's not to agree with exactly? The fact is they grew sales 61% - with zero user growth. For a company that large to be growing that fast, they're very clearly having no problems with growing the business.
They need 47% growth in the next four quarters, and then 36% growth in the four quarters after that, to hit $3.5 billion in sales. Given first quarter growth was 74%, then second quarter growth was 61%, it's not a far stretch to hit 47% over the next four.
Shareholders have sent the stock down on the basis of user growth, not sales growth.
Twitter has three problems.
1) They're not Facebook, it is not about users, and they should stop trying to be something other than a broadcast platform. It's about consumption.
2) They were extremely overvalued right out of the gate. There was a lot of delusional thinking around their potential. There's one Facebook, there isn't going to be another any time soon. Twitter will never be another Google type company.
3) They're carrying vastly more cost in their business than they need to. They have 36% the head count of Facebook, with 12% of the sales. They've stacked the business on the premise they were going to be a massive company like Facebook - they're not, it's time to adjust costs accordingly.
Yahoo is one of the largest consumer tech companies on earth with $4.6 billion in sales. Yahoo's problem isn't their size today, it's their lack of sales growth for ten years. Twitter doesn't have a lack of sales growth.
Critical type here. There's something missing from his review. The company seems to fire people on the spot for little mistakes, from what I've read above. There has to be a lot more dirt, he just hasn't encountered yet.
Well, they made Angular. That's a pretty good record in my opinion. Not that I agree with all their design decisions, but the framework works, is maintained, and helps a lot of people.
I've worked with Angular for a few years now, and I find it really great. I can only imagine what the Angular 2 refactoring will bring. A framework focused around ES6? Count me in.
Furthermore, we actually need more frontend frameworks, because that's how things get better. Evolution via competition.
It's not compelling, it just fills the gap, as mentioned. It gives them more info to adjust their search algorithms and weed out bad apples imo. Now they know who has registered even private domains. Make an inadvertent "bad move" on one domain/site, and they will be killing traffic to everything you own.
I think the key is finding a unique niche with only a few competitors in the store. If not, you will get lost among a few hundred similar apps., even if yours is better. Marketing $$ might help overcome, though. I haven't tested trying to push up a bottom dweller.
