For Twitter Inc. Stock Investors, the 2 Most Important Numbers to Know Right Now

Down close to 50% so far this year, Twitter Inc. (NYSE: TWTR  ) stock is getting plenty of interest from short-sellers. Will they continue to be rewarded? Fool contributor Tim Beyers isn't so sure. .

In the following video, he reveals two metrics that speak to how well the underlying business is performing. First, he says that first-quarter ad revenue growth at 125% year over year exceeded that of overall revenue growth, which came in at 119%. That's an important indicator, in that it proves Twitter is drawing users to its ad platform despite initial limitations and intensifying competition.

Second, mobile ads accounted for 80% of advertising revenue. That's a remarkable stat, and well ahead of Facebook (NASDAQ: FB  ) , which gets 59% of its revenue from mobile ads. In each case, Tim says Twitter is executing in the areas that are most important to its future as a business.

Mobile is a particularly big opportunity. According to eMarketer, the mobile ad market is on track to grow more than 75% this year, and only two companies -- Facebook and Twitter -- are expected to grow their share of the spending.

Now it's your turn to weigh in. Do you believe the sell-off in Twitter stock is warranted? Do you believe its mobile strategy will pay off for investors? Please watch the video to get the full story, and then leave a comment to let us know your take, including whether you would buy, sell, or short Twitter stock at current prices.

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  • Report this Comment On May 12, 2014, at 8:15 PM, drfood wrote:

    Social media is here to stay and one can take a lesson here from LinkedIn and where their IPO started and where the stock is today.

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Tim Beyers

Tim Beyers first began writing for the Fool in 2003. Today, he's an analyst for Motley Fool Rule Breakers and Motley Fool Supernova. At, he covers disruptive ideas in technology and entertainment, though you'll most often find him writing and talking about the business of comics. Find him online at or send email to For more insights, follow Tim on Google+ and Twitter.

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