It’s the week of Twitter’s Q1 2014 earnings call and we’ve seen Twitter’s stock take another dip as it approaches its all-time low. We’ve analyzed how Twitter’s results weren’t quite as ominous as they could have been but couldn’t quite please the street. However, there is another detail to consider.
As noticed by Business Insider, Twitter presented a slide during the earnings call that highlighted the number of timeline views that Twitter receives per quarter. A timeline view occurs when a user looks at their home feed. It is a measure of how often Twitter users are checking in to their main source of tweets.
As seen above, timeline views have grown over last quarter but have failed to keep up with Q3 2013. If we look at the yearly sequential data we can see a major jump from Q4 2012 to Q1 2013 which could indicate that Twitter usage is more active in the months of Q1 after the holidays. After the steep decline from Q3 to Q4 2014, this could mean Twitter is noticing the shifting plates as the number of active Twitter users continues its decline – and that’s a key statistic.
Business Insider also looked at a chart of the Timeline Views / Monthly Active User and noticed that International user engagement is dropping off at a faster rate than the US counterparts. These numbers are crucial at this point in Twitter’s life as its revenue and stock price are largely dependent on the number of engaged users on its platform. We’ll see how the market reacts to the stock in the coming weeks.
(Decline image via Shutterstock)