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published in(发表于) 2016/9/28 13:04:31
Twitter wants to sell, but Google, Disney is too expensive,

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Twitter wants to sell, but Google, Disney is too expensive-Twitter, Google, Disney-IT information

After his 10 birthday six months later, finally sold his Twitter, but who will eventually sell, the situation is not clear. Following Google's parent company after the Alphabet clear approached Twitter and Salesforce, Disney and Microsoft have also joined the ranks of bidders.

According to Bloomberg news on September 26, Salesforce is working with United States banks to prepare a bid. Bloomberg, citing people familiar with the news that Disney was working with financial advisers to buy Twitter for valuation.

Twitter also communicate on its own investment bank, select's parent company in the future. Twitter is another reason for caution is now several companies bid for the business characteristics are different, is sold in the future, Twitter will be based on the needs of the parent company into a different form.

For example, if the enterprise cloud-computing company Salesforce to buy Twitter, Twitter may shift their focus to customer service Exchange and mining their tweets to business information database. If Alphabet bought Twitter, you might be interested in Twitter, social networking, news. By contrast, Disney is more likely to see Twitter as it plays sports, extension of entertainment.

Despite the news that Twitter looking for buyers program has officially started, but due to the uncertain Outlook for earnings and high premiums, the future remains uncertain. Recently, Twitter due to rumors of a multi-party bid, been pushed up in recent days to more than $ 16 billion off the value.

Today, Twitter is no longer

Although Twitter following reports of a sale of its shares, its price per share was not higher than the 2013 – the $ 26 per share IPO price.

In the past two years, Twitter is trying to attract new users, and strive to become the flagship social media like Facebook. At first, its rapid growth in the number of users, but as some users complained about its services, Twitter's potential for further growth in the number of users is obviously inadequate. Of rain but it pours-House is, Facebook bring its Instagram, WhatsApp Messenger, user growth rate and profitability continued sniping on Twitter. Meanwhile, issued its fifth year of reading burn after working for cross-application Snapchat is constantly adjusting strategies, cater to your target audience, adding various funny stickers, filter, one of the nouveau riche world of social media.

In the eyes of advertisers, subscriber growth is the Achilles ' heel. For a considerable amount of time, even if Twitter user hovered around 313 million, advertisers still remain strong. But recently, advertisers see the numbers always rise, loss of confidence was understandable. Now situation is caused, the pursuit of large flow of advertisers to Facebook, while seeking younger users will choose to put Snapchat. Twitter in an awkward position.

In addition to the external competitive pressures, Twitter the past few years changes in internal management and Board of Directors are also very frequent, corporate policies are also affected. Just about a year ago the company's permanent CEO of Twitter founder, he has stated publicly that, through the Twitter social networking service better and more timely help Twitter to turn around.

In order to deliver on this promise, Twitter buy rights to introduce live – including the United States one of the most-watched sports event major league football, as well as several rounds of presidential debates. This month, Twitter also released a Apple TV, Amazon Fire TV and Microsoft Xbox Live on One App, let it live streaming a wide audience and sell more advertising.

No matter how the West's efforts will bear fruit in the long term, but at least in the near future, which Wall Street analysts not convinced.

The New York Times quoted a RBC Capital Markets analyst Mark Mahaney said, Twitter's revenue growth this year could fall below 10%, as soon as possible if you do not sell, share prices will fall further. In view of the recent release of the company's poor advertising revenue, he recommended shareholders sell their Twitter stock.


Twitter想卖身,但谷歌、迪士尼都嫌贵 - Twitter,谷歌,迪士尼 - IT资讯

在过完10周岁生日半年后,推特终于要把自己卖了,但至于最终会卖给谁,形势尚不明朗。继谷歌母公司Alphabet和Salesforce明确接洽推特后,迪士尼和微软也加入了竞购者的行列。

据彭博社9月26日消息,Salesforce正与美国银行合作,拟出竞购方案。彭博还援引知情人士消息称,迪士尼也正与财务顾问一同为收购推特进行估价。

推特也在根据自己的情况与投行进行沟通,挑选将来的母公司。推特非常谨慎的另一个原因是,目前竞购的几家公司业务特征各不相同,将来出售后,推特会根据母公司的需要被打造成不同的形态。

例如,若企业云计算公司Salesforce收购推特,推特就可能把重心转移到客户服务交流和为商业信息而挖掘其推文数据库上面。如果Alphabet最终买下推特,则很可能对推特的社交、新闻性感兴趣。相比之下,迪士尼则更可能把推特看做它播放体育、娱乐节目的延伸。

尽管有消息称,推特寻找买家的程序已经正式启动,但由于其不确定的收益前景和高企的溢价,前途仍然未卜。近日,推特因多方竞购的传闻,市值被连日推高至逾160亿美元。

今日推特风光不再

尽管推特将出售的消息传出后致使其股价大涨,其每股价格还是没有高于公司2013年IPO的价格——每股26美元。

在过去两年里,推特想方设法吸引新用户,并努力成为和Facebook一样的旗舰型社交媒体。刚开始,其用户数量增长势头迅猛,但随着一些用户抱怨其服务难用,推特的用户数量增长后劲明显不足。屋漏偏逢连夜雨的是,Facebook携旗下Instagram、WhatsApp和Messenger,在用户增长率和利润率上持续狙击推特。同时,发行第五个年头的阅后即焚图片社交应用Snapchat也不断调整战略,迎合目标受众,加入各种有趣的贴纸、滤镜,一跃成为社交媒体界的新贵。

在广告商眼里,用户数量增长停滞是致命伤。在很长一段时间里,即使推特的用户数徘徊在3.13亿左右,广告客户还是保持坚挺。但近期,广告商看到该数字始终不见上升,信心丧失也是无可厚非。现在导致的局面就是,追求大流量的广告商会奔向Facebook,而寻求年轻用户的则会选择投放Snapchat。推特就此处于尴尬的境地。

除了外部的竞争压力,推特这几年内部管理层和董事会的变动也非常频繁,公司策略也受到影响。约一年前刚刚成为公司永久首席执行官的推特创始人多西曾公开表示,要通过让推特的社交服务更好用、更具时效性,帮助推特扭转困境。

为了兑现这一承诺,推特高价购买版权引进直播——其中包括了美国最受关注的体育赛事之一大联盟橄榄球赛,以及多轮总统竞选辩论。本月,推特还发布一款适用于Apple TV、亚马逊Fire TV和微软Xbox One的直播App,让其直播流有更广的受众,从而卖出更多广告。

无论多西的这些努力在长期是否会见效,但至少在近期,它没有让华尔街分析师们信服。

《纽约时报》援引RBC Capital Markets的分析师Mark Mahaney的话说,推特今年的营收增长可能会跌至10%以下,如果不尽快卖出,股价会进一步下跌。鉴于最近发布的该公司差强人意的广告营收预测,他还建议股东抛售他们手里的推特股票。





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