I can't decide whether to take this as good news for Twitter or bad news for Yahoo... Also, what this article doesn't mention is that display ads are only ~12%

I can't decide whether to take this as good news for Twitter or bad news for Yahoo... Also, what this article doesn't mention is that display ads are only ~12% of Yahoo's revenue. I'm guessing they are a more meaningful part of Twitter's revenue. Not really an apples-to-apples comparison. Reference for stat above: http://www.forbes.com/sites/greatspeculations/2014/07/16/yahoo-earnings-display-ad-revenues-disappointing-but-mobile-and-video-platform-gains-traction/ http://www.forbes.com/sites/greatspeculations/2014/07/16/yah...