Twitter started on mobile, and that’s where the service is going. In the S-1 form that the company filed today for its public offering, Twitter called mobile the “primary driver of our business.” It said that 75% of its 218.3 million+ monthly active users are accessing the site from mobile devices — or 161.25 million users. And mobile accounts for 65% of all its ad revenues. In all the word “mobile” comes up 130 times in the 160+ page document.
From the intro to the filing:
Mobile has become the primary driver of our business. Our mobile products are critical to the value we create for our users, and they enable our users to create, distribute and discover content in the moment and on-the-go. The 140 character constraint of a Tweet emanates from our origins as an SMS-based messaging system, and we leverage this simplicity to develop products that seamlessly bridge our user experience across all devices. In the three months ended June 30, 2013, 75% of our average MAUs accessed Twitter from a mobile device, including mobile phones and tablets, and over 65% of our advertising revenue was generated from mobile devices. We expect that the proportion of active users on, and advertising revenue generated from, mobile devices, will continue to grow in the near term.
If you recall, when Facebook filed its S-1 before going public, the company had no revenues in mobile and made a big point of spelling that out, with 425 million of its 845 million monthly active users accessing the service from mobile devices (those are from the initial S-1, which got revised up several times before the company finally listed).
More to come.
Mobile Twitter: 164M+ Access From Handheld Devices Each Month, 65% Of Ad Revenues Coming From Mobile
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