Upcoming Twitter IPO: Exclusive Proprietary Consumer Data

On Thursday afternoon, the following message appeared on Twitter's official Twitter page:  

"We've confidentially submitted an S-1 to the SEC for a planned IPO. This Tweet does not constitute an offer of any securities for sale."

With the recent performance of internet stocks like Facebook and LinkedIn, there will undoubtedly be a lot of interest around Twitter.  A lot of investors misfired on the Facebook IPO, and then on the stock's recent comeback.  When considering the value of a company like Twitter, it is incredibly important to understand consumer engagement.  In our recent social media survey, we studied some of the most important investment themes and assumptions related to Twitter, Facebook, LinkedIn, and Pinterest.  We asked users of each website/app to describe how frequently they visit on mobile and desktop, how often they post, how much time they spend per visit, how frequently they click on links posted by others (referral traffic), and how often they click on advertisements.  We asked specific questions about each firm and we asked consumers questions to understand the competitive landscape.  We included one chart from our 25 page report below in which we asked consumers which website they include most in their daily routine.  If you are looking to research Twitter and other social media websites, please give us a call (914-630-0512) or email us at pgorynski(at)bespokeintel.com.  This report is an incredible resource of proprietary data for anyone looking to make an informed investment decision.
 

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