Investor Fact Sheet
About Twitter
Q4'20 Highlights
Twitter (NYSE: TWTR) is what's happening and what people are talking about right now. To learn more, visitabout.twitter.comand follow @Twitter. Let's talk.
Monetizable Daily Active Usage (mDAU)
Year-Over-Year Growth
Q1'1911%
Q2'1914%
Q3'1917%
Q4'1921%
Q1'2024%
Q2'20
34%
Q3'2029%
Q4'20
27%
Q4 was a strong finish to the year with revenue of $1.29 billion, up 28% year over year, reflecting better-than-expected performance across all major products and geographies. Strong revenue performance also drove better-than-expected profitability, with GAAP operating income of $252 million and GAAP operating margin of 20%.
Average monetizable DAU (mDAU) reached 192 million, up 27% year over year and up 5 million quarter over quarter, driven by global conversation around current events and ongoing product improvements.
We made significant progress on our brand and direct response products in advance of the recent relaunch of our Mobile Application Promotion (MAP) offering. New ad formats, stronger attribution, and improved targeting resulted in a 31% year-over-year increase in total ad revenue and greater than 50% year-over-year growth in MAP revenue in Q4.
Total Revenue $MillionsGAAP Net Income $Millions
USInternational
GAAP net incomeGAAP net margin
Founded
$1,289
17%
April 2006
# of employees
$1,007
12%
$222
5,500+
$733
$591
Offices Worldwide 35+
Q4'19
Q4'20
Leadership
$556
Jack Dorsey @jack Chief Executive Officer
Q4'19
Q4'20
Ned Segal @nedsegal Chief Financial Officer
Net Cash Flow from Operations $Millions
Adjusted Free Cash Flow(1)
$Millions
Parag Agarwal @paraga Chief Technology Officer
$330
$127
$277
Leslie Berland @leslieberland Chief Marketing Officer & Head of People
$38
Kayvon Beykpour @kayvz Product Lead
Dantley Davis @dantley Head of Design & Research
Q4'19
Q4'20
Q4'19
Q4'20
Matt Derella @Derella Customers Lead
Diluted Earnings Per Share
Bruce Falck @boo Revenue Product Lead
$0.27
Vijaya Gadde @vijaya
Head of Legal, Policy, & Trust
$0.15
Michael Montano @michaelmontano Engineering Lead
Peiter "Mudge" Zatko @dotMudge Head of Security
Q4'19
Q4'20
Contact information
Corporate Headquarters 1355 Market Street, Suite 900 San Francisco, CA 94103
Investor Relations Twitter: @TwitterIR
(1) For the definition and a reconciliation of non-GAAP financial measures to their corresponding GAAP measures, please refer to the reconciliation table at the end of theQ4'20 Letter toShareholders.
Website: investor.twitterinc.com Email:ir@twitter.com
$416
$119
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Twitter Inc. published this content on 19 February 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 February 2021 00:57:06 UTC.