Symbol not found

Twitter Inc. (NYSE:TWTR) and the NFL

Date Published: 2016-09-16

Author: Ophir Gottlieb

Written by Ophir Gottlieb

BREAKING
Kurt Wagner of Recode reported that the Twitter Inc. (NYSE:TWTR) NFL live streaming debut received 2.1 million viewers.

STORY
Twitter Inc. streamed its first NFL game yesterday while CBS and the NFL network broadcast the game on live TV and as a stream. The value proposition for Twitter Inc. users was several fold, but the top two were the conversation surrounding the stream and the fact that it was free -- no subscription or log in needed, thank you very much.

Yahoo! Inc. (NASDAQ:YHOO) is famously known for being the first tech firm to stream an NFL game and while the company reported all kinds of bizarrely large numbers for the broadcast, most tech people reached a number of about 2.3 million viewers.

As for Twitter Inc., the estimates were few and far between, although some of numbers came in near 1.5 million as a first game estimate. The 2.1 million is a win, but more importantly, it's now a benchmark.

Every game Twitter Inc. (NYSE:TWTR) broadcasts moving forward will be measured against this number -- this game -- this time. According to Recode, Nielson reported that a staggering 48.1 million watched the game on television, so the bar is high and the benchmark is set.

In a prior note from Capital Market Laboratories, we noted that the real takeaway from the game was an astonishing back-and-forth between Twitter Inc/ COO Adam Bain and a now famous pair of Millennials.

To read that story you can go here: Twitter Inc. (NYSE:TWTR) May Have Found a Billion Dollar Millennial Opportunity

The author is long shares of Twitter Inc. (NYSE:TWTR).

WHY THIS MATTERS
Twitter is chasing the revolution that is online video. It will change the advertising landscape like the radio did in the 1920s and the television did in the 1950s. But one company is powering the advertising in online video for Twitter, Facebook, Instagram and soon Snapchat and its tiny compared to these firms.

It's identifying trends and companies like this this that allows us to find the 'next Apple' or the 'next Google.' This is what CML Pro does. Our research sits side-by-side with Goldman Sachs, Morgan Stanley and the rest on professional terminals, but we are the anti-institution and break the information advantage the top .1% have.

Each company in our 'Top Picks' is the single winner in an exploding thematic shift like artificial intelligence, Internet of Things, drones, biotech and more. For a limited time we are offering CML Pro at a 90% discount for $10/mo. with a lifetime guaranteed rate. Join Us: Get the most advanced premium research delivered to your inbox along with access to visual tools and data that until now has only been made available to the top 1%.