If I was Twitter, I would keep deals like this on the down low. As soon as your company starts generating revenue, all investors and stakeholders will start looking at that first revenue stream.
This deal is just a little utility fee they're getting for providing priority access to their data pipe. At this point, Google and Microsoft will probably be the biggest 'data pipe' clients that Twitter can have. These deals have resulted in "several million dollars a month" which is absolutely nothing! These numbers, without factoring in anything else can never justify Twitter's current valuation.
That's why I think Twitter should make sure that people don't get distracted with this puny little revenue stream, but rather turn their heads to the real pot of gold: monetizing the activity ecosystem.
This deal is just a little utility fee they're getting for providing priority access to their data pipe. At this point, Google and Microsoft will probably be the biggest 'data pipe' clients that Twitter can have. These deals have resulted in "several million dollars a month" which is absolutely nothing! These numbers, without factoring in anything else can never justify Twitter's current valuation.
That's why I think Twitter should make sure that people don't get distracted with this puny little revenue stream, but rather turn their heads to the real pot of gold: monetizing the activity ecosystem.