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Conclusion
There has been a good deal of confusion surrounding TWTR. Here are the facts. TWTR has massive growth. TWTR is spending more on R&D than any firm in the Internet Software & Services Industry by so much that we almost need a different chart for the firm and its peers. TWTR is a pure play R&D bet -- it will either work, or it will not.
Revenue (TTM)
TWTR growth is huge, with a quadruple in revenue in the last three-years. Let's stop the non-sense that this "thing" somehow cannot be monetized.
Provided by Capital Market Laboratories
Research & Development (TTM)
TWTR is a pure play R&D bet with expenditures increasing 8-fold in three years.
Provided by Capital Market Laboratories
Revenue (TTM) vs. R&D (TTM)
Let's combine the last two charts into one -- revenue and R&D have exponential trajectories.
Provided by Capital Market Laboratories
R&D vs. Peers
TWTR is the only pure play R&D bet in the Internet Software & Services industry. If we plot R&D spent per dollar of revenue on the x-axis and R&D spent per dollar of operating expense on the y-axis, there's TWTR... and then there's everybody else.
Provided by Capital Market Laboratories
This is trade analysis, not a recommendation.
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