Breaking: Twitter Inc. (NYSE:TWTR)Date Published: 7-22-2016
Author: Ophir Gottlieb
In what has been one of the most impressive quarters of deal making we have ever witnessed, Jack Dorsey (CEO), Anthony Noto (CFO) and Adam Bain (COO) have done it again.
Twitter Inc. (NYSE:TWTR) has just announced that it has, yet again, signed another contract to live stream, this time for more collegiate athletics.
Through a press release, Twitter Inc. announced that it has a new partnership with Campus Insiders to live stream over 300 collegiate athletic events from the Mountain West Conference, Patriot League and West Coast Conference. The ACC will provide national daily news as well, but no live stream of games.
This partnership comes on the heels of what has been a frenetic two-months for Twitter Inc., when the firm has signed so many live stream deals that it's almost impossible to keep track of.
In the collegiate athletics realm, Twitter Inc. announced a partnership with the Pac-12 conference earlier this month as well. But Twitter Inc. has also announced a bevy of partnerships in the professional athletics world, most famously with the NFL for its Thursday night games, but also with Wimbledon, Major League Baseball and Major League Soccer. Then, just on Tuesday of this week, Twitter Inc. announced a partnership with the National Basketball Association for a live stream of exclusive programming, but not actual games.
Twitter Inc. (NYSE:TWTR) has found its identity in the world of a live stream of events, but that has not been limited to just athletics. Twitter announced a partnership with Bloomberg, as well as the Republican and Democratic national committees for live stream content.
Twitter Inc. reports earnings on July 26th, after the market closes, but analysts have become yet less bullish on the stock price. While all of these deals show great promise, from athletics to politics and finance, all of them will take shape in several months, rather than the most recent quarter.
Wall Street is right to note that the quarter to be announced, and even the one to follow, may see little impact from the live stream partnerships just announced in the last two-months. But, a stock price is the present value of all future free cash flows, and that means, regardless of some potential stagnation in the current quarter, the future looks bright for Twitter Inc. (NYSE:TWTR) stock if the live stream turns into an identity for the firm, and therefore a core competency when it comes to selling advertising.
Only time will tell. The author is long shares of TWTR.
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