Twitter's real-time mobile platform and suite of apps provide a trusted form of communication for media outlets and users around the world. The company is well positioned as more people shift to social media and mobile communications. While Twitter has experienced strong user growth, its focus is now on increasing engagement to drive monetization. The acquisitions of Vine and Periscope provide Twitter with powerful native mobile video apps as video becomes more prominent. However, Twitter faces challenges in sustaining user growth and engagement while increasing monetization from its various products and services.
New Era. New Opportunities.
Devastating in so many ways, it cannot be denied that the pandemic has also been deeply transformative, accelerating new ways of living, working and thinking across almost every layer of our lives. Social is no exception.
At Punch, we’ve seen explosive growth in areas like intimate live social events, tutorials, workshops and shoppable content, as brands seek to add value to their customers’ lives and form deeper, longer-lasting connections with their followers.
Where the past decade has seen us confronting the more challenging aspects of social, things like data privacy, mental health and politics, 2021 has given us plenty of exciting signals that point towards a new era of social that starts right now – Web 3.0. With new opportunities coming at brands left, right and centre, we’re about to see a deep shift, with creators and innovators taking the reins and decentralising the power held by the big blue platforms since the mid-noughties.
In this report, we naturally discuss the emerging vision of the metaverse. The metaverse represents huge opportunity for brands; for some, early adoption might prove to be a key strategic investment. But the metaverse isn’t what excites us at the moment (sorry Zuck). With revolution in the air, we want to know what the underdogs are doing: the tech dreamers, the NFT kids, the creators. As creators become more and more valued for the central role they play in making social a fun place to be, we are already seeing examples of individuals breaking away and building their own niche communities. Whether they start to take large swathes of the larger platforms’ audiences with them remains to be seen. What can brands learn from their thinking – and how can we forge better and more creative partnerships? This is the big question of 2022.
Certain trends from last year, notably s-commerce and live video, are back for another year. The challenge with video is how to leverage new tools and techniques to create video content at scale in fresh, creative and authentic ways. We’re also starting to see audiences being actively rewarded for their loyalty and engagement, with highly-creative community managers and efficient and proactive customer service teams. Web 3.0 is unfolding; a bolder, fairer and more democratic digital playground where creativity and loyalty trump all. As user numbers grow and platforms and audiences mature further, budgets are likely to shift towards a combination of acquisition AND driving loyalty and retention.
“Community” is our key buzzword for 2022. Whether you’re getting in on the ground floor of branded NFT “moments”, exploring the hotter- and-hotter world of gaming, or investing more in cinematic video, success will depend on centring your community, acting thoughtfully and, as always, creating difference with mind blowing content and standout campaigns.
This was our final Series A deck. Read more about raising the round in this blog post:
https://medium.com/@DanielleMorrill/welcome-brad-feld-to-the-mattermark-team-announcing-our-6-5m-series-a-dd9532fc1b39
(Pitch Deck): How FTX raised over $1 billionPitch Decks
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
Coinbase pitch deck designed by Zlides
Want to create a pitch deck that inspires your audience? Get your FREE presentation kit designed by Zlides: http://bit.ly/slideshare_zlides
New Era. New Opportunities.
Devastating in so many ways, it cannot be denied that the pandemic has also been deeply transformative, accelerating new ways of living, working and thinking across almost every layer of our lives. Social is no exception.
At Punch, we’ve seen explosive growth in areas like intimate live social events, tutorials, workshops and shoppable content, as brands seek to add value to their customers’ lives and form deeper, longer-lasting connections with their followers.
Where the past decade has seen us confronting the more challenging aspects of social, things like data privacy, mental health and politics, 2021 has given us plenty of exciting signals that point towards a new era of social that starts right now – Web 3.0. With new opportunities coming at brands left, right and centre, we’re about to see a deep shift, with creators and innovators taking the reins and decentralising the power held by the big blue platforms since the mid-noughties.
In this report, we naturally discuss the emerging vision of the metaverse. The metaverse represents huge opportunity for brands; for some, early adoption might prove to be a key strategic investment. But the metaverse isn’t what excites us at the moment (sorry Zuck). With revolution in the air, we want to know what the underdogs are doing: the tech dreamers, the NFT kids, the creators. As creators become more and more valued for the central role they play in making social a fun place to be, we are already seeing examples of individuals breaking away and building their own niche communities. Whether they start to take large swathes of the larger platforms’ audiences with them remains to be seen. What can brands learn from their thinking – and how can we forge better and more creative partnerships? This is the big question of 2022.
Certain trends from last year, notably s-commerce and live video, are back for another year. The challenge with video is how to leverage new tools and techniques to create video content at scale in fresh, creative and authentic ways. We’re also starting to see audiences being actively rewarded for their loyalty and engagement, with highly-creative community managers and efficient and proactive customer service teams. Web 3.0 is unfolding; a bolder, fairer and more democratic digital playground where creativity and loyalty trump all. As user numbers grow and platforms and audiences mature further, budgets are likely to shift towards a combination of acquisition AND driving loyalty and retention.
“Community” is our key buzzword for 2022. Whether you’re getting in on the ground floor of branded NFT “moments”, exploring the hotter- and-hotter world of gaming, or investing more in cinematic video, success will depend on centring your community, acting thoughtfully and, as always, creating difference with mind blowing content and standout campaigns.
This was our final Series A deck. Read more about raising the round in this blog post:
https://medium.com/@DanielleMorrill/welcome-brad-feld-to-the-mattermark-team-announcing-our-6-5m-series-a-dd9532fc1b39
(Pitch Deck): How FTX raised over $1 billionPitch Decks
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
Coinbase pitch deck designed by Zlides
Want to create a pitch deck that inspires your audience? Get your FREE presentation kit designed by Zlides: http://bit.ly/slideshare_zlides
Creator marketing startup Pearpop's $18M Series A pitch deckPitch Decks
Pearpop is an American social media collaboration platform headquartered in Los Angeles. The platform's main feature is "Challenges," which allow brands to instantly activate creator campaigns, on-demand. The platform has attracted more than 200,000 creators and famous brands including Amazon, Netflix, Chipotle, Rakuten, Universal Pictures, Sonos, and Beyond Meat.
In Dec 2022, Pearpop announced its latest funding round of $18 million led by Ashton Kutcher's Sound Ventures, Guy Oseary's Sound Ventures, and Alexis Ohanian's Seven Seven Six, bringing its total valuation to $300 million.
Read more: vip.graphics/pearpop-pitch-deck
See all slides: bestpitchdeck.com/pearpop
The slide deck we used to raise half a million dollarsBuffer
This is the pitchdeck we used to raise half a million dollars from Angel investors. More here:
http://onstartups.com/tabid/3339/bid/98034/The-Pitch-Deck-We-Used-To-Raise-500-000-For-Our-Startup.aspx
Bolt pitch deck: $393M Series D, $6B+ valuationPitch Decks
One-click checkout Bolt used this 12-page deck to describe raise $393M in Series D funding for expanding its network of 5.6 million consumers.
Bolt is an innovative payment processing company that offers an integrated checkout experience that enables retailers to convert and retain more consumers. This round of $333 million in Series D funding and $60 million in follow-on capital will “fuel commerce’s first federated checkout network”, and brings Bolt’s total funding to over $600 million.
Most impressively, the round comes at ~18× the valuation that Bolt was priced at just eighteen months prior, using the simple 12-slide deck below:
See more at https://vip.graphics/bolt-pitch-deck-series-d/
How to Create and Use Snapchat's New Custom GeofiltersGary Vaynerchuk
Less than a month ago, Snapchat opened custom on-demand geofilters to everyone. Compared to other mediums, a custom Snapchat Geofilter is a branded impression on steroids.
Here's a guide explaining why this is such a great opportunity for your brand and a step-by-step guide on how to create one yourself. ;)
🔮 Want more VC/investment startup pitch decks? We’ve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding — check all of them out
🔮 The effort is adhering to the ideology of “The Future Of Freemium” — read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
🔮 Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
We’ve asked customers and partners, spoken to industry experts and made our own conclusions and predictions to help financial organisations succeed in mobile
in 2015.
Who are the mobile innovators and disruptors of the financial industry? How will banks tackle mobile security threats in 2015? What will Apple Pay mean for the financial institutions? What’s the regulatory impact of new mobile technology such as wearables? How do financial institutions stay on top of mobile technology with an accelerated pace of innovation? How much longer will employees of financial firms be tied to a desktop? You'll find the answers in this presentation.
Creator marketing startup Pearpop's $18M Series A pitch deckPitch Decks
Pearpop is an American social media collaboration platform headquartered in Los Angeles. The platform's main feature is "Challenges," which allow brands to instantly activate creator campaigns, on-demand. The platform has attracted more than 200,000 creators and famous brands including Amazon, Netflix, Chipotle, Rakuten, Universal Pictures, Sonos, and Beyond Meat.
In Dec 2022, Pearpop announced its latest funding round of $18 million led by Ashton Kutcher's Sound Ventures, Guy Oseary's Sound Ventures, and Alexis Ohanian's Seven Seven Six, bringing its total valuation to $300 million.
Read more: vip.graphics/pearpop-pitch-deck
See all slides: bestpitchdeck.com/pearpop
The slide deck we used to raise half a million dollarsBuffer
This is the pitchdeck we used to raise half a million dollars from Angel investors. More here:
http://onstartups.com/tabid/3339/bid/98034/The-Pitch-Deck-We-Used-To-Raise-500-000-For-Our-Startup.aspx
Bolt pitch deck: $393M Series D, $6B+ valuationPitch Decks
One-click checkout Bolt used this 12-page deck to describe raise $393M in Series D funding for expanding its network of 5.6 million consumers.
Bolt is an innovative payment processing company that offers an integrated checkout experience that enables retailers to convert and retain more consumers. This round of $333 million in Series D funding and $60 million in follow-on capital will “fuel commerce’s first federated checkout network”, and brings Bolt’s total funding to over $600 million.
Most impressively, the round comes at ~18× the valuation that Bolt was priced at just eighteen months prior, using the simple 12-slide deck below:
See more at https://vip.graphics/bolt-pitch-deck-series-d/
How to Create and Use Snapchat's New Custom GeofiltersGary Vaynerchuk
Less than a month ago, Snapchat opened custom on-demand geofilters to everyone. Compared to other mediums, a custom Snapchat Geofilter is a branded impression on steroids.
Here's a guide explaining why this is such a great opportunity for your brand and a step-by-step guide on how to create one yourself. ;)
🔮 Want more VC/investment startup pitch decks? We’ve centralised ALL succesful investor pitch decks at: https://chagency.co.uk/getstartupfunding — check all of them out
🔮 The effort is adhering to the ideology of “The Future Of Freemium” — read more here: https://chagency.co.uk/blog/ceo/the-future-of-freemium-how-to-get-peoples-attention/
🔮 Our library of pitch decks will not have any advertisement, only a signature. We are a design agency that helps SaaS CEOs reduce user churn.
We’ve asked customers and partners, spoken to industry experts and made our own conclusions and predictions to help financial organisations succeed in mobile
in 2015.
Who are the mobile innovators and disruptors of the financial industry? How will banks tackle mobile security threats in 2015? What will Apple Pay mean for the financial institutions? What’s the regulatory impact of new mobile technology such as wearables? How do financial institutions stay on top of mobile technology with an accelerated pace of innovation? How much longer will employees of financial firms be tied to a desktop? You'll find the answers in this presentation.
Closing the Money Gap: What Marketers Need to KnowYoung & Rubicam
There is a huge disconnect today between how young people view the role of money in their lives, and the age-old practices of financial institutions and brands. This is the Money Gap. Y&R Asia and VML’s latest proprietary report, “Closing the Money Gap,” uncovers major truths about young adults’ changing relationship with money and identifies broad opportunities for finance brands to stay relevant to the drivers of tomorrow.
Find out more at www.yr.com
We are following John and Jane through a typical day and explore their every day banking needs. The aim of this presentation is to showcase how modern day banking is transforming today and in the future.
According to our Buisness Intelligence, this year’s Black Friday eCommerce in 2015 was 34% higher than 2014 and Cyber Monday was more of a European phenomenon.
This year's SITE Energy Day was devoted to discussing the consequences of oil price fluctuations for markets and actors of the economy. The half-day conference engaged policy-oriented scholars and experts from the business community to discuss the impact of oil price fluctuations on macro fundamentals, international trade, strategies of oil cartels, strategic risk management, and opportunities for change in energy systems.
Luca De Lorenzo, Senior Researcher at Stockholm Environment Institute, gave a presentation "Low oil prices and the new climate economy: constraint or opportunity?"
For more information and research analysis please visit: www.hhs.se/site
This year, the team at Activate has defined the 11 most important insights for tech and media in 2017. Key points:
*$300 Billion in Tech and Media Growth Dollars
*There are 31 Hours in a Day
*Super Users: A Lot More Time, a Lot More Money
*Smart Speaker Battles are about the Great Digital Assistant Wars
*Reality Computing: VR/AR Move from Entertainment to the Next Big Computing Platform
*Big Influencers and Media Brands will Rule Web Video
*Premium Video: The Chase for Television Viewers and Television Dollars
*Sports is the Ultimate Moat
*News Brands will Beat Fake News (Spread by Fake Friends)
*eCommerce: More than Two Trillion Dollars To Go
*In an Era of Voice Control, Look to Podcasting to Engage Users
This year, the team at Activate has defined the 11 most important insights for tech and media in 2018. Key points:
*$300 Billion in Internet and Media Growth Dollars
*Consumer Attention: There are 31 Hours in a Day, and Growing
*Smart Cameras: The Next Terrifyingly Smart Device That People Will Use Everywhere
*eCommerce: New Categories, New Brands, and $3 Trillion to Grow
*Sports Betting: Massive Growth Ahead for Tech and Media Companies
*Messaging: The Battle Will Continue for the World’s Dominant Digital Behavior
*Video Gaming: Unleashed and Ubiquitous for Billions of Consumers
*Music: More Services, More Venues — While Consumers Become Creators
*Podcasting: The Fastest Growing Media Behavior in an Exploding Ecosystem
*Video: The Old Winners Will be the New Winners
*Consumer Financial Services: The Long Awaited Tech Revolution is Finally Arriving
Digital in 2016: The Year of Consumer-Led Communications MarketingEdelman
Edelman’s digital marketing forecast predicts that consumers will become the priority central marketing function in 2016. This year marks the rise of the Consumer Marketing Director.
Top social media trends for 2020 with Matt NavarraSmart Insights
We will be joined by Matt Navarra for a deep dive into the latest social media & martech trends.
Social media trends can be fleeting, but some stick around and become pillars of the social media world.
We spoke to over 50 industry experts to find out which trends they thought would be the most crucial for social media teams to act on in 2020.
Here's what will be covered:
- 3 key trends for 2020
- Discover the next generation of social, technology, and marketing
- Campaign inspiration from leading brands
Lessons from the Twitter IPO on the cost of building an advertising funded st...Remco Marcelis
It can cost a lot to focus on building a user base before you monetize with advertising. It’s a high stakes game and you better have deep pockets yourself or have access to other people’s money to support potentially years of losses.
This Presentation looks at some of the learning’s from details released as part of Twitter’s IPO listing
Digital & Social Media Landscape in India - Lets go DigitalXira Infotech
The way business approaches digital marketing has changed in the past few months after covid-19. Let us explore digital marketing trends and help businesses evolve in these tough situations. Get digital solution for your business.
My BFF Social: Capturing the Consumer in a Constant Stream of ContentMatt Gentile
The beauty of social media and mobility is in the expanded universe of opportunities to reach consumers with a branded message. The good news is that digital campaign metrics are much more quantifiable than traditional advertising media such as print ads or television.
IMG Digital Group (http://imgdigit.com/) was founded by Matt Gentile, former Global Director of Social Media for the CENTURY 21 brand, Matt is a seasoned marketing professional with extensive experience in developing and leading PR and Social Media teams as well as developing and executing brand marketing strategies.
Services: Executive Coaching, Social Media Consulting and Management, Digital Advertising, Public Relations. Marketing services available in both English / Spanish.
Matt is a professional presenter who has spoken at industry events including #CZLNY, #CSMNY, #ICNY, #SMMW. To book Matt Gentile to speak at your next event, please email imgdigitalgroup@gmail.com.
Unlock TikTok Success with Sociocosmos..SocioCosmos
Discover how Sociocosmos can boost your TikTok presence with real followers and engagement. Achieve your social media goals today!
https://www.sociocosmos.com/product-category/tiktok/
Grow Your Reddit Community Fast.........SocioCosmos
Sociocosmos helps you gain Reddit followers quickly and easily. Build your community and expand your influence.
https://www.sociocosmos.com/product-category/reddit/
Buy Pinterest Followers, Reactions & Repins Go Viral on Pinterest with Socio...SocioCosmos
Get more Pinterest followers, reactions, and repins with Sociocosmos, the leading platform to buy all kinds of Pinterest presence. Boost your profile and reach a wider audience.
https://www.sociocosmos.com/product-category/pinterest/
The Evolution of SEO: Insights from a Leading Digital Marketing AgencyDigital Marketing Lab
Explore the latest trends in Search Engine Optimization (SEO) and discover how modern practices are transforming business visibility. This document delves into the shift from keyword optimization to user intent, highlighting key trends such as voice search optimization, artificial intelligence, mobile-first indexing, and the importance of E-A-T principles. Enhance your online presence with expert insights from Digital Marketing Lab, your partner in maximizing SEO performance.
Multilingual SEO Services | Multilingual Keyword Research | Filosemadisonsmith478075
Multilingual SEO services are essential for businesses aiming to expand their global presence. They involve optimizing a website for search engines in multiple languages, enhancing visibility, and reaching diverse audiences. Filose offers comprehensive multilingual SEO services designed to help businesses optimize their websites for search engines in various languages, enhancing their global reach and market presence. These services ensure that your content is not only translated but also culturally and contextually adapted to resonate with local audiences.
Visit us at -https://www.filose.com/
Improving Workplace Safety Performance in Malaysian SMEs: The Role of Safety ...AJHSSR Journal
ABSTRACT: In the Malaysian context, small and medium enterprises (SMEs) experience a significant
burden of workplace accidents. A consensus among scholars attributes a substantial portion of these incidents to
human factors, particularly unsafe behaviors. This study, conducted in Malaysia's northern region, specifically
targeted Safety and Health/Human Resource professionals within the manufacturing sector of SMEs. We
gathered a robust dataset comprising 107 responses through a meticulously designed self-administered
questionnaire. Employing advanced partial least squares-structural equation modeling (PLS-SEM) techniques
with SmartPLS 3.2.9, we rigorously analyzed the data to scrutinize the intricate relationship between safety
behavior and safety performance. The research findings unequivocally underscore the palpable and
consequential impact of safety behavior variables, namely safety compliance and safety participation, on
improving safety performance indicators such as accidents, injuries, and property damages. These results
strongly validate research hypotheses. Consequently, this study highlights the pivotal significance of cultivating
safety behavior among employees, particularly in resource-constrained SME settings, as an essential step toward
enhancing workplace safety performance.
KEYWORDS :Safety compliance, safety participation, safety performance, SME
“To be integrated is to feel secure, to feel connected.” The views and experi...AJHSSR Journal
ABSTRACT: Although a significant amount of literature exists on Morocco's migration policies and their
successes and failures since their implementation in 2014, there is limited research on the integration of subSaharan African children into schools. This paperis part of a Ph.D. research project that aims to fill this gap. It
reports the main findings of a study conducted with migrant children enrolled in two public schools in Rabat,
Morocco, exploring how integration is defined by the children themselves and identifying the obstacles that they
have encountered thus far. The following paper uses an inductive approach and primarily focuses on the
relationships of children with their teachers and peers as a key aspect of integration for students with a migration
background. The study has led to several crucial findings. It emphasizes the significance of speaking Colloquial
Moroccan Arabic (Darija) and being part of a community for effective integration. Moreover, it reveals that the
use of Modern Standard Arabic as the language of instruction in schools is a source of frustration for students,
indicating the need for language policy reform. The study underlines the importanceof considering the
children‟s agency when being integrated into mainstream public schools.
.
KEYWORDS: migration, education, integration, sub-Saharan African children, public school
Surat Digital Marketing School is created to offer a complete course that is specifically designed as per the current industry trends. Years of experience has helped us identify and understand the graduate-employee skills gap in the industry. At our school, we keep up with the pace of the industry and impart a holistic education that encompasses all the latest concepts of the Digital world so that our graduates can effortlessly integrate into the assigned roles.
This is the place where you become a Digital Marketing Expert.
Your Path to YouTube Stardom Starts HereSocioCosmos
Skyrocket your YouTube presence with Sociocosmos' proven methods. Gain real engagement and build a loyal audience. Join us now.
https://www.sociocosmos.com/product-category/youtube/
Enhance your social media strategy with the best digital marketing agency in Kolkata. This PPT covers 7 essential tips for effective social media marketing, offering practical advice and actionable insights to help you boost engagement, reach your target audience, and grow your online presence.
2. We are witnessing a massive global shift to
social media and mobile communications.
The coming decade for the big names in
social media will be all about engagement.
Twitter’s real-time mobile platform and
suite of apps is a trusted form of
communication for media outlets and users
around the world.
2
Why buy?
3. 3
What is Twitter?
Twitter is a global communication
platform open to anyone with
an Internet connection.
Tweets are limited to 140
characters and possess a real time
dynamic that places the user exactly
where they want to be.
4. What is Twitter?
“Twitter is the operating system of
news. News organizations were the
first to really understand the value
and the power of Twitter. They
joined Twitter not just as a place
where they could break news, but as
a place where they could source
news and confirm news.”
“Ultimately the goal is to reach every
person on the planet.”
Katie Jacobs Stanton,
Twitter VP of Global Media
4
5. The mission
5
“To give everyone the
power to create and share
ideas and information
instantly, without barriers.”
8. A suite strategy
8
“When we first saw Periscope in late 2014, we were excited about it for a
number of reasons but mostly because it so nicely fits into our mission, to give
people the power to create and share ideas and information instantly without
barriers. The same was true for Vine. And with both of these products,
we now have a suite of mobile apps, including 2 of the most powerful native
mobile video apps, and are well positioned as more and more people turn
to video as a way to express themselves, share what's happening around
them, connect with others and view content they enjoy.”
CEO Dick Costolo, 1Q2015 Earnings Call
9. 9
Video offering produces 6-second clips.
Acquired in 2012 for reported $30M.
More than 40 million users today.
Over 1 billion loops played daily.
Priority on building a great product,
monetization will flow from that.
10. 10
Live video streaming app acquired in
2015 for ~$60M.
More than 1 million signed into the app
in just the first 10 days.
“Fight of the Century” exposed the
power and potential of the platform.
Priority on building a great product,
monetization will flow from that.
14. This is your second screen
14
Better than 90% of the TV
conversation today happens on Twitter.
15. “Around 10 million people watched the finale of
Breaking Bad; compare that to the The Big Bang
Theory, which nearly doubled Breaking Bad's
audience with 20.44 million people. Breaking
Bad did not even make the top 20 in terms of TV
viewers, but the Big Bang Theory was nowhere
to be found on Twitter. It's like these two shows
exist in entirely different universes, despite being
shown on the same medium.”
http://vator.tv/news/2013-10-07-breaking-bad-wins-first-nielsen-twitter-ratings
15
Breaking Bad versus The Big Bang
16. Improve media planning and buying decisions
by factoring in the total Twitter engagement
around TV programs.
Measure effectiveness of Twitter TV
engagement strategies by providing insight
into who was actually reached.
Identify true influencers – people whose
Tweets are actually read by large audiences.
16
Nielsen Twitter TV Ratings
17. Nielsen Twitter TV Ratings
17
Nielsen SocialGuide identifies, captures and analyzes
conversation on Twitter in real-time for every program aired
across over 250 of the most popular US TV channels.
19. Exciting content is broadcast on TV or other media channels.
Sports, news, entertainment…virtually any vertical.
Real-time videos or photos are prepared for Twitter.
Short, high impact content from media partner (ESPN for example)
shows along with a 6 second ad pre-roll from customer (McDonald’s,
Verizon, etc.).
Sponsored premium content is delivered to targeted
audiences.
These audiences go beyond just those who may or may not follow the
content provider (organic followers).
Feature of this product is the Twitter video card which brings the
media into view with a one-tap playback and video analytics.
19
How Amplify works
20. 20
Case study
Budweiser participated in the beta
testing of the promoted video card in
late 2014.
This shows as a promoted Tweet in any
user’s timeline.
In one week Budweiser saw 2.5 million
video views of the promoted ad.
More importantly they witnessed an
earned-to-paid ratio of 6:1.
Translation: For every one paid view the
card got, it yielded another six earned
(essentially free views).
Higher the number earned, higher the
ROI.
Early signs point toward a product here
that offers compelling ROI for clients.
21. Fabric: Twitter’s modular SDK (software developers kit); tools
for developers to build apps and ecosystems.
Syndication: Taking Twitter’s content beyond the core
platform and to partners like TV networks, websites, etc.
Commerce/Payments: Exclusive NFL Draft Day Jameis
Winston jersey experiment, more like this will follow.
Video: Periscope, Vine and video taken in the platform could
be major drivers in the future (particularly Periscope).
Data, data, data: Acquisition of Gnip, partnership with IBM,
etc. Value of data these networks offer is still being realized.
21
Pieces to put together
22. "When we work with studios, we have data on 3
million blogs, YouTube, Disqus, WordPress; we account
for conversation on all those platforms as well as
Wikipedia page views. Each of them adds value. But
Twitter is the kingpin and offers the most value.“
Jaime Brugueras, VP analytics, Networked Insights
22
The Value of Data
23. “Twitter provides a powerful new lens through which
to look at the world – as both a platform for hundreds
of millions of consumers and business professionals,
and as a synthesizer of trends. This partnership,
drawing on IBM’s leading cloud-based analytics
platform, will help clients enrich business decisions
with an entirely new class of data. This is the latest
example of how IBM is reimagining work.”
Ginni Rometty, Chairman, President and CEO, IBM
23
The Value of Data
24. Since going public in November 2013 Twitter has made
approximately 19 various acquisitions in order to
enhance its capabilities and reach.
24
The age of consolidation
25. Management
Dick Costolo
CEO 10/2010
COO 9/2009 to 10/2010
Co-founded FeedBurner in
2004 which was acquired by
Google in 2007.
Anthony Noto
CFO since 8/2014
Former Director of Technology,
Media & Telecom Investment
Banking at Goldman Sachs.
25
27. Long term gross margin target high 70%.
EBITDA margin target 40% - 45%.
How do they look today?
1Q2015 Gross margin 67.1% vs 65.9% year ago.
1Q2015 Adj. EBITDA margin 24% vs 15% year ago.
This capital-light and scalable business model
supports high margins. In time Twitter will
achieve profitability.
27
Margins will matter
28. Cap IQ estimates imply 40% CAGR from 2014-2019.
Balance sheet is strong with ~$2 billion in net cash.
Is Twitter “overvalued” today?
Assuming Twitter hits $7.8 billion sales in 2019 as
estimates imply, what would the market pay then? 5X
sales? 10X sales?
At 7X sales you have a $56.4 billion market cap, 130% up
from today’s number of $24.5 billion.
Is it worth trying to peg a specific price in the future? We
could be fantastically wrong in either direction.
28
Understanding future worth
29. A look at today
29Source: S&P Capital IQ McGraw Hill Financial
30. 30
Using stock as currency
Twitter is hardly the first to
use stock as compensation,
but these are real costs that
the business has to bear
on the income statement.
Understanding the business
is still very young and
finding its way, we want to
see this number start
coming down over time.
31. Leadership: Wall Street questions, however management
continues to do what they say they’re going to do.
Competition: Nobody is immune.
Engagement: Getting them there is one thing, keeping them
there is another.
Users: While 302M MAUs is impressive, it better grow.
Monetization: If Vine and Periscope fail to meaningfully
contribute we’ve got problems.
Target: There seem to be constant rumors of acquisition
which, real or not, could result in significant volatility.
Acquisitions: If all of these little bolt-on acquisitions fail to
help Twitter ultimately grow sales, it could be painful.
31
Things can go wrong
32. This will be a bumpy ride
32
Source: S&P Capital IQ McGraw Hill Financial
Twitter’s share price since going public.
33. Twitter is NOT a stock that you want to buy all at once.
Twitter IS a stock in which you want to build a position over time.
Twitter is more than just a niche communication platform. It’s a tech
company with a tremendous amount of valuable data.
The biggest challenge investors face with Twitter today is the unknown.
Where will this business be in five years?
This is a headline stock today, the market loves to punish it when it misses
Wall Street’s expectations.
Foolish investors should focus less on Wall Street’s expectations game, be
patient, make sure management does what they say they’re going to do.
Investors who can’t plan on owning these shares for at least the next five
years shouldn’t buy them at all.
33
Bottom line for investors