SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Graham Osborn who wrote (57702)8/6/2016 9:52:45 PM
From: E_K_S1 Recommendation

Recommended By
MCsweet

  Read Replies (1) of 78667
 
Re: Twitter, Inc. (TWTR)

Were you aware of the extremely high employee stock based compensation as a % of Revenues. The company has one of the largest share based compensation expenses.



Share Based Compensation makes FCF negative.


Therefore, two companies, Workday and Twitter, especially Twitter, may find it increasingly difficult to attract/retain talent using equity-based compensation incentives if there is no major upswing at the operating level.
--------------------------------------------------------------
Twitter is unprofitable after taking into account employee stock compensation- which is a real expense and which would be difficult to reduce.
For that reason I passed on TWTR. Common shares are/will be diluted when all of these employees shares are transacted.


EKS



Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News