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Peak MAU means nothing if they can’t keep investors or get those people to pay (to make up for the advertisers they may be losing). It is likely at peak MAU be

Peak MAU means nothing if they can’t keep investors or get those people to pay (to make up for the advertisers they may be losing). It is likely at peak MAU because a lot of people want to be “in” during what they _think_ is the crash (think of crypto a year ago when it was a peak, but now it’s way down). Current MAU may or may not be reflective of MAU in a month or two since the reason is so weird. The old financial statements are probably meaningless at this point given how much has changed and how many advertisers have reportedly pulled out. Not saying that I think Twitter will “fail” or even that it won’t be profitable. Just saying your metric is likely meaningless and is just a snapshot of a weird time.

0xy 4y ago
Isn't your metric of "some advertisers pulled out" meaningless? There's actually zero evidence revenue declined at all. Ads still seem to be running, and they have more eyeballs than ever. Someone's paying. If salary expenses are halved, the company is cash flow positive next year. I guess what I'm saying is, I'd rather trust financial statements than CNN articles about how Twitter is supposedly burning to the ground (CNN is a direct competitor and has a conflict of interest).
- LeafItAlone 4y ago
  You’re right, it is. I am also just basing my “metrics” off rumors and company statements. Which is really all we have at this point.
KennyBlanken 4y ago
Advertisers the "may" be losing? They're canceling their spending in droves if you google the subject...
- LeafItAlone 4y ago
  They are pausing them. Advertisers have paused spending many times on various platforms and more often than not, return. Time will tell what happens here.
- misiti3780 4y ago
  Really? https://twitter.com/eglyman/status/1590385689895784448 https://twitter.com/eglyman/status/1590385689895784448
  - HDThoreaun 4y ago
    That's from 10 days ago. The Eli Lily account which kicked off the ad exodus was 5 days ago.
  - LeafItAlone 4y ago
    “$10B in anonymized, aggregated business transaction volume each year by Ramp customers” 1. That’s basically nothing compared to the big names. 2. This tweet is intentionally using _rates_ but I don’t see absolute values. If I spend $2 vs $1, I’ve doubled my spending, but I also haven’t really spent anything. Last week my coffee spend was about 700% higher than usual! Because I bought a single coffee from a coffee shop instead of making it at home. 3. This sample seems to be just of a very small number of small companies (which are this tryramp’s customers). Again, this is pretty useless on its own. Especially when we have statements that large companies are pausing spending. 4. If big names are pulling out, the ad space may be cheaper (due to less demand) at which point they are giving more to Twitter but Twitter is still taking in less. We don’t know either way, but that tweet gives no real information on its own.

0xy 4y ago

Isn't your metric of "some advertisers pulled out" meaningless? There's actually zero evidence revenue declined at all. Ads still seem to be running, and they have more eyeballs than ever. Someone's paying. If salary expenses are halved, the company is cash flow positive next year. I guess what I'm saying is, I'd rather trust financial statements than CNN articles about how Twitter is supposedly burning to the ground (CNN is a direct competitor and has a conflict of interest).

LeafItAlone 4y ago
You’re right, it is. I am also just basing my “metrics” off rumors and company statements. Which is really all we have at this point.

KennyBlanken 4y ago

Advertisers the "may" be losing? They're canceling their spending in droves if you google the subject...

LeafItAlone 4y ago
They are pausing them. Advertisers have paused spending many times on various platforms and more often than not, return. Time will tell what happens here.
misiti3780 4y ago
Really? https://twitter.com/eglyman/status/1590385689895784448 https://twitter.com/eglyman/status/1590385689895784448
- HDThoreaun 4y ago
  That's from 10 days ago. The Eli Lily account which kicked off the ad exodus was 5 days ago.
- LeafItAlone 4y ago
  “$10B in anonymized, aggregated business transaction volume each year by Ramp customers” 1. That’s basically nothing compared to the big names. 2. This tweet is intentionally using _rates_ but I don’t see absolute values. If I spend $2 vs $1, I’ve doubled my spending, but I also haven’t really spent anything. Last week my coffee spend was about 700% higher than usual! Because I bought a single coffee from a coffee shop instead of making it at home. 3. This sample seems to be just of a very small number of small companies (which are this tryramp’s customers). Again, this is pretty useless on its own. Especially when we have statements that large companies are pausing spending. 4. If big names are pulling out, the ad space may be cheaper (due to less demand) at which point they are giving more to Twitter but Twitter is still taking in less. We don’t know either way, but that tweet gives no real information on its own.