1. Not lean enough. That's why today's news bumped their share price.
2. Not great at leveraging value into revenue. That's what an acquirer would do, ostensibly.
Plus, the specifics of the Disney/Google rumors are of dubious veracity. Don't put too much, er, stock into them.
You could argue that they've hit peak audience and that might be fair. A change in leadership would probably push Twitter into becoming a more aggressive on the acquisition front itself, too. Basically, a lot of untapped value and too much overhead.
1. Not lean enough. That's why today's news bumped their share price.
2. Not great at leveraging value into revenue. That's what an acquirer would do, ostensibly.
Plus, the specifics of the Disney/Google rumors are of dubious veracity. Don't put too much, er, stock into them.
You could argue that they've hit peak audience and that might be fair. A change in leadership would probably push Twitter into becoming a more aggressive on the acquisition front itself, too. Basically, a lot of untapped value and too much overhead.