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> Data licensing and other revenue totaled $48 million, an increase of 95% year-over-year. This is from their Q1 2015 report, so data licensing and other reven

> Data licensing and other revenue totaled $48 million, an increase of 95% year-over-year. This is from their Q1 2015 report, so data licensing and other revenue is probably $200M ARR now. Clearly people are willing to pay for access. If they improve the way they provide that, it just might be bigger than a $1B opp. I would be willing to pay for on demand abilities to control who I follow and unfollow without being throttled.

inthewoods 11y ago
That's approximately 10% of total revenue. I also think you have the growth incorrect - in their 10Q, Twitter said the product was growing 65% YoY. So you're making two assumptions: - That the opportunity is there - and that the growth will continue. This isn't a given, but it is possible. I think the fact that Twitter is obviously investing more in the advertising business tells us what we need to know about the data business - that it is good, growing, but will always remain a relatively small portion of their overall revenue mix. Now you may argue that that is because they're blocking it - but my assumption is that they are investing based on Total Addressable Market (TAM) and experience. - That the problem is the payment system. There's little to support this - there's little sign of demand or willingness from individuals or small companies to spend on this at scale. The fact that you're willing to pay for on demand controls is great and fine, but it does not mean that anyone else is willing in the same way.