Powerful Reasons Why Wall Street Got It Wrong With Twitter

Powerful Reasons Why Wall Street Got it Wrong with Twitter

Two weeks ago I went on CNN to discuss my views on Twitter (TWTR) and Facebook's (FB) earnings.  I explained that my agency only publishes social content on platforms that work for our clients.  Right now the holy trinity is Facebook, Twitter & Instagram.  If wall street analysts are watching the car race from home (viewing who is in the lead, and seeing the crowd's reaction) – than we're driving the car with our clients riding shot gun.  We feel the bumps on the road, see the potholes ahead and can hear the dings in the engine.

This is why we've been bullish on Facebook & Twitter since they went public.  

Let me break it down:

FACEBOOK: 

It's all about Instagram, Mobile, and video 

Facebook: 

  • Ad Revenue is great
  • Q1 traditionally weak for advertising
  • 50% of the US are on Facebook every day (over 1.4billion users) 
  • Revenue is UP
  • New Users are UP
  • Mobile

    They are dominating Mobile – THIS IS WHERE THE GROWTH IS  

  • Half of revenue is overseas – underdeveloped countries have leapfrogged from having nothing to having powerful mobile accessibility – they never had desktops– this is VERY important for Facebook.  Everything our agency produces must be digestible via mobile devises.
  • Instagram: 

  • Instagram's 300 million monthly active users spend an average of 20 minutes on the app daily.
  • Instagram just announced the ability to search people places and hashtags
  • We see the fastest adoption of new brands who engage via social on Instagram (Saturday Night Live The Exhibition) 
  • EXAMPLE: – Saturday Night Live The Exhibition 

    A short hyperlapse video native to the site – easy to ingest, tells a marketing/advertising story to an engaged audience. Originally posted on Instagram, and then reposted on Facebook. Video auto plays in the news feed and simply articulates that the exhibition is a fully immersive experience.  Better than any banner ad.  

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