Saturday, February 07, 2015

TWTR and GOOG dance...FB and TWTR tango

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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