Investors loved Twitter’s numbers last quarter, except for one metric that raised eyebrows. Now Twitter has revised that metric, and added another. Net result: Twitter says its user numbers are better than they looked a couple weeks ago.Twitter Revises Its Metrics, Removing Bots, Now Showing Bigger Ad Pool [recode.net]
Twitter has now revised its estimate. In its second quarter 10-Q filing with the Securities and Exchange Commission today, it said it believes only 11 percent of its monthly users are only using third-party apps. And Twitter added a new number: It says it thinks that “only up to approximately 8.5% of all active users” are using apps with the ability to get automatic updates.
A Twitter rep declined to comment on the changes. A change in Twitter’s investor slide deck, though, makes reference to the changes: “Updated as of August 11, 2014. Twitter previously indicated that for this period approximately 14% of all active users used applications that have the capability to automatically contact our servers for regular updates, but later discovered that this number included certain users who accessed Twitter through owned and operated applications.”
