Twitter TWTR Roadshow

We've posted both the slide deck and a full transcript with comments with links below. But here are our key take aways from the presentation:

  • Twitter (TWTR) makes it clear that they are more mature on mobile and international than Facebook (FB) with 3/4 of their usage and users coming from those sources respectively.
  • Advertising makes up the vast majority (89%) of revenues and is growing very fast 100%+ but this is due in part to the relatively recent launch in 2010. So right now it is "catching up" to the opportunity within the . . .

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