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.
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
Pre-Earnings Facebook Analysis
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
Pre-Earnings Twitter Article
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.
Follow Tom Edwards @BlackFin360
