> Is it that big of a deal? Yeah. Companies typically come into the year with budget allocations. Some percent of that is going to upfronts / presold, for wh

> Is it that big of a deal? Yeah. Companies typically come into the year with budget allocations. Some percent of that is going to upfronts / presold, for which you get a discount. Twitter has a not-particularly compelling product. The dollars that Twitter lost almost surely got committed elsewhere.