CONFIDENTIAL@TwitterIR
Investor Fact Sheet
About Twitter
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Monetizable Daily Active Usage (mDAU)
Year-Over-Year Growth
Q1'19 | 11% |
Q2'19 | 14% |
Q3'19 | 17% |
Q4'19
21%
Q1'20
24%
Q2'20
34%
Q3'20
29%
Q4'20
27%
Q4'20 Highlights
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.
CONFIDENTIAL@TwitterIR
Total Revenue | GAAP Net Income | ||||||||
$Millions | $Millions | ||||||||
US | GAAP net income | ||||||||
International | $1,289 | GAAP net margin | 17% | ||||||
$1,007 | |||||||||
$222 | |||||||||
12% | |||||||||
$733 | $119 | ||||||||
$591 | |||||||||
Q4'19 | Q4'20 | ||||||||
$556 | |||||||||
$416 | |||||||||
Q4'19 | Q4'20 |
Founded
March 2006
# of employees
5,500+
Offices Worldwide 35+
Leadership
Jack Dorsey @jack Chief Executive Officer
Ned Segal @nedsegal Chief Financial Officer
Net Cash Flow from Operations $Millions
$330
$277
Q4'19 Q4'20
Diluted Earnings Per Share
$0.27
$0.15
Q4'19 Q4'20
Adjusted Free Cash Flow(1)
$Millions
$127
$38
Q4'19 Q4'20
Parag Agarwal @paraga
Chief Technology Officer
Leslie Berland @leslieberland Chief Marketing Officer & Head of People
Kayvon Beykpour @kayvz
Product Lead
Dantley Davis @dantley
Head of Design & Research
Matt Derella @Derella
Customers Lead
Bruce Falck @boo
Revenue Product Lead
Vijaya Gadde @vijaya
Head of Legal, Policy, & Trust
Michael Montano @michaelmontano Engineering Lead
Peiter "Mudge" Zatko @dotMudge Head of Security
Contact information
Corporate Headquarters
1355 Market Street, Suite 900
San Francisco, CA 94103
Investor Relations
Twitter: @TwitterIR
- 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 the Q4'20 Letter to Shareholders.
Website: investor.twitterinc.com
Email: ir@twitter.com
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Disclaimer
Twitter Inc. published this content on 06 April 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 April 2021 14:39:07 UTC.