Twitter Inc (TWTR)

[bark02]

Twitter's (NYSE:TWTR) monthly active users would've fallen Q/Q in Q2 if not for a World Cup-driven boost, according to two sources. One source estimates Twitter will report Q2 MAUs in the "very low" 260M range, up only modestly from the 255M Twitter reported having at the end of Q1.

A note of caution: The sources are software developers with access to Twitter's API data, rather than Twitter's internal data. Also, the data is extrapolated from samples, albeit ones containing hundreds of millions of users.

Though far from definitive, the data meshes with the user growth fears that have weighed on Twitter's shares, and motivated the company to make a string of product (and perhaps also management) changes. Twitter's MAUs rose 6% Q/Q in Q1, and 4% Q/Q in Q4.TWTR -0.6% AH. Q2 results (along with MAU figures) arrive on 29 July 2014.

-- S.ALpha