Twitter, Inc. (NYSE: TWTR), just released Q4 2014 results. The company bested consensus estimates and as a result is trading higher in after-hours trading, as was predicted in Foresight's earnings preview.
Reported earnings versus consensus expectations
The following table will provide an overview of reported headline results versus the consensus expectations for Twitter’s fourth quarter results.
Table 1: Reported Q4 2014 results versus consensus expectations (Median and High-Low range) (Source: Twitter Q4 2014 results, RBC Capital, and Estimize)
As one can deduce from Table 1, Twitter beat consensus expectations for Q1 2014 results by a huge margin.
In addition to publishing fourth quarter financial results, Twitter also published its customary company guidance company guidance for Q1 2015 and FY 2015, revenue and EBITDA. An overview reported guidance versus median consensus guidance expectations is provided in Table 2.
Table 2: Median consensus expectations for Q1 2015 and FY 2015 guidance (Source: Twitter Q4 2014 results, RBC Capital)
Looking at reported guidance versus consensus expectations, we see a slightly bullish picture. Twitter’s reported guidance for Q1 2015 is in line with consensus expectations. While Twitter, reported FY 2015, that beat consensus estimates.
Current results versus previous quarters
Historical data of $TWTR’s performance during past quarters can provide powerful insights as to how the stock might trade under various scenario’s. Table 3, provides a full overview of how $TWTR’s current results compare with previous quarters.
Table 3: Twitter historical stock performance following earnings (Source: Twitter quarterly reports, RBC Capital)
The following paragraphs will present a visual description of Twitter’s Q4 2014 reported results on key metrics.
User Growth and Engagement
Revenue growth trends
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Simon is the CEO and Editor-in-Chief of Foresight Investor. He has been following the markets passionately for over 7 years.