Twitter’s MAU includes many passive users, including mobile lock screen apps that automatically ping Twitter for updates. Twitter does not break out the actual number of users who tweet on a monthly basis.
After its first quarter fall of -10.14%, Twitter saw a 16.43% bounce in its advertising revenues. Ad revenue from desktop and mobile users remains at $54 million and $398 million in 2Q15, respectively.
Twitter is focusing on reinvestment rather than returning revenues to its investors. During 2Q15, it purchased $93 million in property and equipment.
On July 28, Twitter reported 2Q15 revenues of $502 million over $312 million in 2Q14, compared with analyst estimates of ~$481 million.
Microsoft’s computing and gaming hardware, a subsegment of Devices and Consumer segment, reported revenues of $591 million. This represents 50% growth on a constant-currency basis.
Alibaba (BABA) plans to invest a whopping $1 billion in its cloud-computing arm Aliyun to challenge Amazon Web Services.
On August 4, Alibaba (BABA) announced the appointment of a new president and global sales leader, Michael Evans. Evans will execute Alibaba’s international expansion strategy.
JD.com is expected to announce 2Q15 earnings on August 7. This will help Alibaba investors prepare in terms of expectations for fiscal 1Q16 earnings scheduled for August 12.
Alibaba (BABA) is expected to announce its 1Q16 earnings on August 12. According to analysts’ estimate, Alibaba could have a net income of $861 million and EPS of $0.58.
In its fiscal 2Q15 earnings release, Intel (INTC) shared that the expected introduction of its third 14-nm product, Kaby Lake, will be in 2H16.
Verizon’s adjusted EBITDA expanded moderately by ~6% YoY during 2Q15. EBITDA represents the profitability from the company’s core operations.
Verizon offers FiOS to businesses and consumers. FiOS has become a fast-growing, significant revenue stream for Verizon’s overall wireline segment.
The growth in FiOS revenue is positively affecting the consumer wireline segment. FiOS revenue from consumers grew ~9.80% YoY in 2Q15.
Verizon’s wireline revenue was ~$9.4 billion during 2Q15. The wireline revenue continued its falling trend in 2Q15. It fell ~2.20% YoY.
One of the key reasons for Verizon’s best churn and ability to attract customers in the postpaid segment is its superior network performance.
Verizon’s churn in the postpaid segment improved during 2Q15. It was the best quarter for customer retention in its postpaid segment in the past three years.
On a net basis, Verizon added ~1.1 million postpaid connections during 2Q15. These postpaid net additions were ~21.30% lower than 2Q14.
One of the reasons for the falling unit contribution of Verizon’s postpaid customers is the shrinking penetration of traditional subsidy plans that were contract-based.
The growth in equipment revenue was driven by the rising adoption of Verizon’s Edge plan. The plan’s popularity continued to grow during 2Q15.
The robust YoY growth in equipment revenue continued even in 2Q15. The wireless equipment revenue grew by ~61.80% to ~$3.9 billion.