IBT Q3 Earnings Commentary Facebook, Twitter & Google

Recently the International Business Times asked me to provide commentary and analysis of Q3 2015 earnings reports for multiple digital and technology organizations. I find quarterly earnings calls to be incredibly insightful, especially towards the end of the calendar year as new product investment announcements are made.

Below is my multi-article commentary about the future offerings that may impact new products and digital marketing experiences for Google, Twitter & Facebook.

FACEBOOK: Facebook had an impressive 3rd quarter as they continue to invest in core products and services. What was most impressive were the latest numbers being touted, specifically for private groups, messenger and WhatsApp.

earnings numbers Q3

Facebook’s approach to aligning products with varying levels of consumer intimacy while also keeping an eye towards the future of computing was impressive all while turning in impressive quarter over quarter earnings.

Post Earnings Facebook Commentary

facebook 2

Pre-Earnings Facebook Analysis

facebook pre earnings

TWITTER:  Twitter definitely faced turbulence with the release of their Q3 earnings report. I do believe that the renewed focus on maximizing interest-based connections through Moments is a key addition to better engage the existing & logged out users.

Time will tell if this will be enough to convince investors to stick with Twitter as a long term investment. But their recent emphasis on creating new experience based hubs is a strong move towards a maximizing the value created by their existing audience.

Post Earnings Twitter Commentary

Twitter 2

Pre-Earnings Twitter Article

IBT Twitter

GOOGLE: I recently posted about Google’s Q3 earnings. Google’s decision to streamline their organization into a house of brands vs. a branded house will ultimately have a positive impact on their advertising business and more details about revenue and profitability will become clear in Q4 once Google & Alphabet separate revenue by business unit.

For Q3, By clearly defining the boundaries of Google vs. the other entities housed in Alphabet, Google has aligned the core revenue generating advertising products and simplified the value proposition of what Google is.
Moving forward as advertising dollars continue to shift from search into other advertising product lines, Google can further integrate their offerings into a comprehensive ecosystem that can flex to better meet the needs of advertisers and continue to be a core revenue driver to further compete with Facebook.

International Business Times

Follow Tom Edwards @BlackFin360

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