Pari päivää tuoreempi raportti
platformerilta:
"On Monday morning, a revenue analyst for Twitter in Europe shared some disheartening news. “We are seeing a significant decline in bookings,” the analyst posted in Slack, before sharing the numbers. Twitter’s ad revenue in Europe, the Middle East and Africa (EMEA) is down 15 percent year over year, he said, and weekly bookings are down 49 percent, according to screenshots shared with
Platformer."
Ennen vaihdosta 89% tuloista tuli mainoksista. Loppuvuodesta yleensä tehdään isompia
soppareita, jotka on nyt jäissä ja ovat olleet 30% tuloista:
" Deal negotiations for long-term contracts that usually begin at the end of the year haven’t taken place yet or have been put on hold. Those deals comprise
more than 30% of Twitter’s U.S. ad revenue, The Wall Street Journal reported. "
Tuo velkaosuus on kyllä aika karu. Voi olla, että Muskin Tesla omistus jatkaa laskemistaan, kun sitä myymällähän sitä rahaa saa:
"
Debt Mountain
Before Mr. Musk’s acquisition, net debt totaled $596.5 million as of June 30, according to S&P Global Market Intelligence, a data provider. That compares with a negative balance of $2.18 billion the prior-year period, indicating a cash surplus.
Twitter paid $23.3 million in interest expense in the quarter ended June 30, according to a filing.
Now, the company
will have to pay at least $9 billion in interest to banks and hedge funds over the next seven to eight years, when the $13 billion in debt matures, according to a review of Twitter’s loans by Mr. Davies, the former credit analyst.
The interest payments are substantial for a company that reported $6.3 billion in total operating cash flow over the past eight years, he said.
What’s more, the company’s debt stack now includes floating-rate debt, meaning that interest costs are set to rise as the Federal Reserve continues to increase interest rates. Twitter’s debt was entirely fixed rate before the deal.
Twitter’s credit ratings, which were below investment grade before the transaction with Mr. Musk, have deteriorated further.
Moody’s Investors Service on Oct. 31 downgraded Twitter’s rating to B1 from Ba2, a two-notch drop, and S&P Global Ratings on Nov. 1 downgraded it to B- from BB+, a five-notch drop."