Twitter confirmed that Google will once again license a Twitter
data feed, enabling users to search real time twitter posts, vs. Google crawling
the Twitter site.
As user growth continues to taper for the 140 character
messaging company, this deal is helps to further validate the Twitter business
model (licensing revenue is up $41M from $16M YOY), while the market also agrees;
TWTR rose 17% since the 2/5 market close through the 2/7 close, due the
announcement of the deal.
This is welcoming news to Twitter investors, in light of the
recent announcement of FB to begin selling ad media in real time with the
ability to target users based on their conversations. If you were logged onto FB during the
Superbowl this past Sunday, you might have noticed targeted videos being
triggered in mid conversation through your news feed
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